Starting point
Identify rooms and times requiring privacy, and how to request entry or change the timetable. Clear instructions support the work without sharing information unnecessary for the duties.
with recurring support visits
Keep a core list for each visit and allow room for changes rather than redefining the arrangement every time.
where to begin
Write the result you need first, then choose the smallest set of duties that supports it within agreed time and scope.
Checklist
Selections are not sent or saved.
Before agreeing
Do not include documents, passwords or access codes in a general enquiry summary.