Seven checks

Check the record before anyone assumes the task is covered.

Use one approved repeat task at a time. Your answers stay in this browser tab. This tool does not save or submit them.

1. Approved task and boundary

Is one repeat task named, with work that stays outside it?

The approved task and its boundary are written down The task is known, but its boundary needs owner confirmation The task or its boundary is missing or unknown

2. Current approved source

Is there a current approved SOP, record, folder, or system reference? Do not paste sensitive contents.

One current approved source is named A source exists, but its current version needs owner confirmation No current approved source is named

3. Possible backup reference

Is there a named reference for an owner to review, with task-specific preparation evidence?

A possible backup reference and preparation evidence are recorded A backup reference exists, but preparation needs owner confirmation No possible backup reference or preparation evidence is recorded

4. Reviewer and owner route

Is the authorized owner or reviewer named for questions, exceptions, and any coverage decision?

The reviewer and authorized owner route are named The review route exists, but needs owner confirmation No reviewer or authorized owner route is named

5. Current access boundary

Is the written least-access boundary known for this task? This is not an access request.

The written access boundary and blocked actions are clear An access boundary exists, but needs owner confirmation The access boundary or blocked actions are missing

6. Work that stays on hold

Does the record state what must pause while the approved owner is unavailable?

Held actions and stop conditions are written down A hold rule exists, but needs owner confirmation No held action or stop condition is clear

7. Return check

Is there a stated point for the owner to review held work, exceptions, and the record after returning?

The return check and review record are clear A return check exists, but needs owner confirmation No return check or review record is named

Do not paste passwords, API keys, personal data, customer records, payment details, schedules, contracts, or confidential source contents. This planning aid does not assign coverage, authorize access, confirm availability, set service levels, approve pay, or make staffing, customer, financial, legal, privacy, security, policy, contract, clinical, or regulatory decisions.

Use the result

Make the gap visible. Keep the decision with the owner.

A named person is not proof of coverage. Use the record to show what is known, what still needs owner confirmation, and what must remain on hold while the approved owner is unavailable.

Choose one approved repeat task, not an entire role.
Check the written source, owner route, possible backup reference, and current access boundary.
State the actions that must stay on hold and the point for the owner to review the record on return.
Hold the task whenever a required control is missing or the situation falls outside the written boundary.
Update the approved record only after the authorized owner makes the relevant decision.

Resolve the gap

Prepare the coverage conversation before the task owner is away.

Check the record before anyone assumes the task is covered.

Make the gap visible. Keep the decision with the owner.

Open the record that makes the next owner review specific.

Skills and backup coverage matrix

Holiday coverage plan

Access handoff checklist

Outsourcing decision log