# PWR-190 — Transactive memory: learner worksheet

Release: Revision 7T · Full Tutorial Edition
Estimated time: Estimated 30 min reading and worksheet pass
Difficulty: Intermediate
Equipment: Common household or practice equipment — Declared Transactive memory fixture: A three-person “community fair” team has separate verified cards for permits, power and accessibility. Six questions must be routed, and a second round removes the permits holder.; Setup aid for Validate the directory: Define who may see and edit the directory.; Transactive memory log: Correct retrieval, redundancy and task outcome across delay and membership change; retain Transactive memory errors, assistance, stop and fallback.; Transactive-memory source grid: compare “Group Versus Individual Training and Group Performance: The Mediating Role of Transactive Memory” with the longitudinal knowledge-worker-team study. Record directory formation, specialisation, retrieval, verification, time point and performance outcome. Use TeamSTEPPS to check the six fair questions and the permit-holder absence without treating recall as institutional truth.; Fictional source cards: PERMITS P1—food stalls use form P-2, amplified sound uses form P-4, and all forms are due 12 April. POWER W1—each outdoor outlet has a 16-amp cap, leads must be outdoor-rated, and the checked source is revision 3 dated 1 May. ACCESS A1—keep a 1.2-metre clear aisle, provide a quiet seating point, and caption stage announcements. Directory entries must name P1, W1 or A1 and their dates.; Validation questions with keys: V1 food-stall form? P-2; V2 amplified-sound deadline? 12 April; V3 outdoor outlet cap? 16 amps; V4 required lead type? outdoor-rated; V5 aisle width? 1.2 metres; V6 which announcements need captions? stage announcements. New routing round: Q1 quiet seating domain, Q2 food stall form domain, Q3 outlet load domain, Q4 captioning domain, Q5 amplified sound domain, Q6 lead rating domain. Correct domains are ACCESS, PERMITS, POWER, ACCESS, PERMITS, POWER.
Space: Desk / seated

Automated structural checklist: 10 of 10 structural checks present
Evidence quality/context: G1; Detailed research depth
Automated method-quality band: Comprehensive
Method-rating basis: Structure coverage, instruction/check specificity, alternative distinctness, source troubleshooting, comparison depth and whether purpose/check fields are authored rather than derived.

Editorial review: Pending manual editorial sign off

## Before you begin
- [ ] I read the tutorial authority and stop conditions.
- [ ] I have the required equipment/space or a declared accessible alternative.

## Canonical source context

The community-fair cards turn transactive memory into a checkable directory: validated holders answer permit, power and accessibility questions, cite their source and nominate a backup. A second round removes the permit holder to test updating and retrieval. Success belongs to this stable fictional task, not to institutional knowledge in general.

Target outcome: A small fictional team routes questions to validated holders, retrieves the answer, records its source and still succeeds after one member becomes unavailable.

### Authority and setup conditions

- Use fictional records and no real confidential organisational knowledge.
- Define who may see and edit the directory.
- Start check for Transactive memory: No member is labelled a general expert.
- Top-of-sheet stop for Transactive memory: Stop if the directory exposes private, security-sensitive or personnel-evaluation information.

### Required or supplied materials

- Declared Transactive memory fixture: A three-person “community fair” team has separate verified cards for permits, power and accessibility. Six questions must be routed, and a second round removes the permits holder.
- Setup aid for Validate the directory: Define who may see and edit the directory.
- Transactive memory log: Correct retrieval, redundancy and task outcome across delay and membership change; retain Transactive memory errors, assistance, stop and fallback.
- Transactive-memory source grid: compare “Group Versus Individual Training and Group Performance: The Mediating Role of Transactive Memory” with the longitudinal knowledge-worker-team study. Record directory formation, specialisation, retrieval, verification, time point and performance outcome. Use TeamSTEPPS to check the six fair questions and the permit-holder absence without treating recall as institutional truth.
- Fictional source cards: PERMITS P1—food stalls use form P-2, amplified sound uses form P-4, and all forms are due 12 April. POWER W1—each outdoor outlet has a 16-amp cap, leads must be outdoor-rated, and the checked source is revision 3 dated 1 May. ACCESS A1—keep a 1.2-metre clear aisle, provide a quiet seating point, and caption stage announcements. Directory entries must name P1, W1 or A1 and their dates.
- Validation questions with keys: V1 food-stall form? P-2; V2 amplified-sound deadline? 12 April; V3 outdoor outlet cap? 16 amps; V4 required lead type? outdoor-rated; V5 aisle width? 1.2 metres; V6 which announcements need captions? stage announcements. New routing round: Q1 quiet seating domain, Q2 food stall form domain, Q3 outlet load domain, Q4 captioning domain, Q5 amplified sound domain, Q6 lead rating domain. Correct domains are ACCESS, PERMITS, POWER, ACCESS, PERMITS, POWER.
- Absence and update cards: remove the permits holder, then ask Q7 “Which form covers amplified sound?” (P-4) and Q8 “When are forms due?” (12 April); the backup must retrieve P1. After that round reveal W2, revision 4 dated 8 May: “outdoor outlets remain 16 amps, but every lead now also needs the blue inspection tag.” The team must replace W1’s current pointer rather than silently mixing revisions.

## 1. Name bounded domains

List permits, power and accessibility with what each domain includes and excludes.

Why: No member is labelled a general expert.

Success check: No member is labelled a general expert.

Accessible alternative: Complete “List permits, power and accessibility with what each domain includes and excludes.” in shorter passes, or use keyboard input, dictation or a support person, while preserving this success check: “No member is labelled a general expert.” Use asynchronous questions and allow response windows rather than treating speed as expertise.

Alternative relationship: Target preserving when declared check is preserved

Learner notes:

________________________________________________________________________________

Completed: [ ]

## 2. Validate the directory

Give each holder two answer-key questions in their domain and record correct, uncertain and corrected responses.

Why: Directory entries are based on task evidence, not self-confidence alone.

Success check: Directory entries are based on task evidence, not self-confidence alone.

Accessible alternative: Complete the same research action — “Give each holder two answer-key questions in their domain and record correct, uncertain and corrected responses.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “Directory entries are based on task evidence, not self-confidence alone.” Do not convert the research task into capability practice.

Alternative relationship: Target preserving when declared check is preserved

Learner notes:

________________________________________________________________________________

Completed: [ ]

## 3. Store who-knows-what

Create a shared card with holder, backup, source location, last check and contact route.

Why: Every domain has a primary holder and a source that others can reach.

Success check: Every domain has a primary holder and a source that others can reach.

Accessible alternative: A supported, seated, reduced-range or slower version of “Create a shared card with holder, backup, source location, last check and contact route.” is equivalent only when it keeps the same trained or measured target, declared configuration and success check: “Every domain has a primary holder and a source that others can reach.” If any of those change, record it as a related alternative rather than an equivalent repetition.

Alternative relationship: Conditional equivalence requires target and configuration check

Learner notes:

________________________________________________________________________________

Completed: [ ]

## 4. Route before searching randomly

For each new question, consult the directory, ask the holder and log the route taken.

Why: The question reaches the relevant person without repeated team-wide searching.

Success check: The question reaches the relevant person without repeated team-wide searching.

Accessible alternative: A supported, seated, reduced-range or slower version of “For each new question, consult the directory, ask the holder and log the route taken.” is equivalent only when it keeps the same trained or measured target, declared configuration and success check: “The question reaches the relevant person without repeated team-wide searching.” If any of those change, record it as a related alternative rather than an equivalent repetition.

Alternative relationship: Conditional equivalence requires target and configuration check

Learner notes:

________________________________________________________________________________

Completed: [ ]

## 5. Verify the returned answer

The receiver checks the named source and records any correction.

Why: Knowing whom to ask does not replace source verification.

Success check: Knowing whom to ask does not replace source verification.

Accessible alternative: Complete the same research action — “The receiver checks the named source and records any correction.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “Knowing whom to ask does not replace source verification.” Do not convert the research task into capability practice.

Alternative relationship: Target preserving when declared check is preserved

Learner notes:

________________________________________________________________________________

Completed: [ ]

## 6. Add minimum redundancy

Teach the backup where the source is and how to recognise an out-of-date answer, without duplicating every detail.

Why: A second person can retrieve the source when needed.

Success check: A second person can retrieve the source when needed.

Accessible alternative: Complete “Teach the backup where the source is and how to recognise an out-of-date answer, without duplicating every detail.” in shorter passes, or use keyboard input, dictation or a support person, while preserving this success check: “A second person can retrieve the source when needed.” Provide the directory in searchable text, large print, icons or audio, with more than one contact route.

Alternative relationship: Target preserving when declared check is preserved

Learner notes:

________________________________________________________________________________

Completed: [ ]

## 7. Run the absence test

Remove the permits holder for round two and answer two permit questions using the backup and record.

Why: The team completes the task and shows any extra time or error.

Success check: The team completes the task and shows any extra time or error.

Accessible alternative: Complete the same research action — “Remove the permits holder for round two and answer two permit questions using the backup and record.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “The team completes the task and shows any extra time or error.” Do not convert the research task into capability practice.

Alternative relationship: Target preserving when declared check is preserved

Learner notes:

________________________________________________________________________________

Completed: [ ]

## 8. Update after change

Correct the directory when a source, membership or domain changes and date the revision.

Why: Stale expertise is not carried into the next round.

Success check: Stale expertise is not carried into the next round.

Accessible alternative: Complete “Correct the directory when a source, membership or domain changes and date the revision.” in shorter passes, or use keyboard input, dictation or a support person, while preserving this success check: “Stale expertise is not carried into the next round.” Provide the directory in searchable text, large print, icons or audio, with more than one contact route.

Alternative relationship: Target preserving when declared check is preserved

Learner notes:

________________________________________________________________________________

Completed: [ ]

## Reflection

What changed?

________________________________________________________________________________

What remains difficult?

________________________________________________________________________________

What will I repeat, adapt, ask for help with, or stop?

________________________________________________________________________________

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Completion of this worksheet demonstrates tutorial participation only. It does not establish capability, qualification, safety clearance, diagnosis, treatment or independent validation.
