Responsible systems / template / v1.0
Manual-or-Assisted Follow-Up Review
A free Markdown worksheet for deciding which follow-up steps may be assisted and which decisions must remain with a named person.Operators deciding which follow-up steps may be assisted and which decisions must remain with a named person. The current license is personal use.
- Status
- Free download
- Access
- Free
- Version
- 1.0
- Support
- Self-serve documentation
- License
- Personal use
- Delivery
- The Markdown file downloads immediately; the detail page explains its sections, use, and limits.
File manifest / v1.0
Everything included, before download.
- Manual-or-Assisted Follow-Up Review worksheet in Markdown
- Compatibility
- Markdown readers, Plain-text editors, Word processors
- Documentation
- The worksheet contains the complete decision framework, step table, evidence checks, human-review boundary, failure plan, safe pilot record, and final decision.
- Support
- Self-serve documentation
- License
- Personal use
- Updates
- A material correction or change to the decision framework receives a visible version and dated history entry. Downloaded copies remain fixed.
The Markdown file downloads immediately; the detail page explains its sections, use, and limits. MethodCo does not create an account, start a subscription, or store a copy of your completed file.
Decide from the work, not the novelty
The worksheet starts with the actual follow-up path, the evidence required for a correct response, the person affected, and the person accountable. Only then does it ask whether a repeatable step could be assisted.
Each step receives one of three plain labels: assist, human owns, or keep manual. The reason and named reviewer remain beside the label so that a tool choice cannot silently become decision authority.
Define review and failure before a pilot
A safe pilot needs acceptance checks, stop conditions, minimal data, approved access, an error signal, and a manual fallback. It also needs examples that do not expose private customer information during testing.
The review record asks whether the assistance remained traceable to evidence, whether corrections outweighed the saved effort, and whether a person could still operate the workflow when the assistance failed.
Limitations and responsibility
This is a decision worksheet, not a technical assessment, certification, or approval of any vendor or workflow. A completed page does not prove that assistance is safe, lawful, secure, fair, or worthwhile.
Human judgment remains responsible for truthful claims, consequential decisions, access, privacy, exceptions, final messages, and the decision to stop. Keeping the work manual is a valid result.
Method Digital standard
Version, document, and bound every tool; never imply a file is an app, automatic system, or decision-maker.
The detailed public commitments and refusal list live in one place.
Read The Standard