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.
follow-up and next steps
Summarise agreements and open questions, and identify when a response or review is needed before extending duration or changing duties.
Checklist
Selections are not sent or saved.
Before agreeing
Do not include documents, passwords or access codes in a general enquiry summary.