All learning paths Learn See Try Make Keep a record of every case What this lesson is about Write what was asked, what you did, what came back, and the date. That record is the whole job.
You file an old man's pension grievance and the portal flashes a long number for a moment. What do you put in your notebook?
A Note his name and the date, and that the work is done. B Every case records what was asked, what you did, what came back, and the date. C Write it up at the end of the day, once the queue has gone.
Check my recall Why this matters The screen with the number on it closes and is gone. Nobody paying for this work can check a memory, and neither can the person you helped. The record is the only thing left.
Keep a case record that shows, months later, that a real case was really resolved.
The screen with the number on it closes and is gone. Nobody paying for this work can check a memory, and neither can the person you helped. The record is the only thing left.
Every case records what was asked, what you did, what came back, and the date. Keep the acknowledgement number or a photo of it with the case. Let the person see their own entry, and delete it when they ask. Task You file a pension grievance and the portal shows a long number on the screen for a moment.
Weak approach Closes the page, tells the man it is done, and writes his name and the date in a notebook.
Stronger approach Photographs the screen with the number on it. Writes what was asked, what was filed, what came back, the date, and keeps the photo with that entry.
Why the stronger approach works A name and a date prove that somebody came. The number proves that something was filed, and it is the only part an office can look up.
Try a changed situation Three months later an officer asks you to prove that a claim you filed for a widow was really filed. What do you show?
Make something yourself Design a case record sheet you would really use, then fill it in for three real cases. Include the acknowledgement number or a photo of it for each one.
Lesson 5 of 9 on Helping your neighbours with AI next Know which cases to refuse Part 2 ends in a work sample you can send
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