# PWR-234 — Organisational memory: learner worksheet Release: Revision 7T · Full Tutorial Edition Estimated time: Estimated 29 min reading and worksheet pass Difficulty: Intermediate Equipment: Common household or practice equipment — Supplied fictional service packet: version 1, effective 1 March, requires an acknowledgement no later than the end of the next calendar day. Version 2, effective 15 March after a staffing review, requires an acknowledgement no later than the end of the second working day after receipt. The fictional decision owner is Service Director Mira Vale. Version 1 assumed that one coordinator was always available. The preserved dissent note says that users with communication barriers need an escalation route rather than a longer silent wait.; Decision-record template with source, evidence, authority, assumptions, dissent, version, sensitivity, audience, review, expiry and correction.; Retrieval cues, timer, portable export and a second-reader rubric. Space: Desk / seated Automated structural checklist: 10 of 10 structural checks present Evidence quality/context: G1; Focused 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 This lesson teaches organisational memory through one fictional decision record. You will record the decision, evidence, authority, assumptions and dissent; give it an owner, audience, version and review date; test whether a new reader can find and use it; then replace an old instruction without erasing its history. Target outcome: The learner creates and retrieves a fictional versioned decision record, correctly identifies its authority plus assumptions, then replaces it with a traceable current version. ### Authority and setup conditions - Use only fictional data and clearly label all outputs as exercise records. - Define the future task the memory must support and who is allowed to use it. - Set the rule that a new version supersedes but does not silently rewrite the historical record. ### Required or supplied materials - Supplied fictional service packet: version 1, effective 1 March, requires an acknowledgement no later than the end of the next calendar day. Version 2, effective 15 March after a staffing review, requires an acknowledgement no later than the end of the second working day after receipt. The fictional decision owner is Service Director Mira Vale. Version 1 assumed that one coordinator was always available. The preserved dissent note says that users with communication barriers need an escalation route rather than a longer silent wait. - Decision-record template with source, evidence, authority, assumptions, dissent, version, sensitivity, audience, review, expiry and correction. - Retrieval cues, timer, portable export and a second-reader rubric. ## 1. Name future use Write the exact question a successor must answer and the information or action the record must support. Why: Memory is judged at use, not at storage. Success check: The record has one retrieval purpose and a named audience. Accessible alternative: Complete the same research action — “Write the exact question a successor must answer and the information or action the record must support.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “The record has one retrieval purpose and a named audience.” Do not convert the research task into capability practice. Alternative relationship: Target preserving when declared check is preserved Learner notes: ________________________________________________________________________________ Completed: [ ] ## 2. Capture decision and authority State what was decided, by whom, under what mandate and what remains outside that authority. Why: An instruction without authority may be memorable but invalid. Success check: The mandate and decision owner are traceable to fictional source packet. Accessible alternative: Complete “State what was decided, by whom, under what mandate and what remains outside that authority.” in shorter passes, or use keyboard input, dictation or a support person, while preserving this success check: “The mandate and decision owner are traceable to fictional source packet.” Separate sensitive identity from reusable lesson only through an authorised process, never by improvised redaction. Alternative relationship: Target preserving when declared check is preserved Learner notes: ________________________________________________________________________________ Completed: [ ] ## 3. Bind evidence and assumptions Link each important statement to its source; list assumptions, uncertainties and unresolved facts. Why: Future readers need to know what could make this decision wrong. Success check: The evidence and assumption fields are separate and source-bound. Accessible alternative: Complete “Link each important statement to its source; list assumptions, uncertainties and unresolved facts.” in shorter passes, or use keyboard input, dictation or a support person, while preserving this success check: “The evidence and assumption fields are separate and source-bound.” Provide structured headings, screen-reader order, plain language, large print and translated summaries while preserving source links. Alternative relationship: Target preserving when declared check is preserved Learner notes: ________________________________________________________________________________ Completed: [ ] ## 4. Preserve dissent Record the dissenting view, who may review it and what new evidence would reopen this decision. Why: Disagreement can be critical future memory. Success check: The dissent remains visible without being treated as active instruction. Accessible alternative: Complete the same research action — “Record the dissenting view, who may review it and what new evidence would reopen this decision.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “The dissent remains visible without being treated as active instruction.” Do not convert the research task into capability practice. Alternative relationship: Target preserving when declared check is preserved Learner notes: ________________________________________________________________________________ Completed: [ ] ## 5. Add lifecycle and access Assign the version, date, owner, audience, sensitivity, review or expiry date and accessible format. Why: An unowned record can remain findable while becoming stale or inaccessible to its intended reader. Success check: Every field has a value or an explicit reason for absence. Accessible alternative: A supported, seated, reduced-range or slower version of “Assign the version, date, owner, audience, sensitivity, review or expiry date and accessible format.” is equivalent only when it keeps the same trained or measured target, declared configuration and success check: “Every field has a value or an explicit reason for absence.” 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: [ ] ## 6. Create retrieval cues Index the record by its function, date and decision—not only by its author or folder—then ask another reader to find it without hints. Why: Turnover changes names, roles and knowledge of the original folder structure. Success check: A new reader retrieves current record within the declared time. Accessible alternative: Complete the same research action — “Index the record by its function, date and decision—not only by its author or folder—then ask another reader to find it without hints.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “A new reader retrieves current record within the declared time.” Do not convert the research task into capability practice. Alternative relationship: Target preserving when declared check is preserved Learner notes: ________________________________________________________________________________ Completed: [ ] ## 7. Apply supersession Create version 2 from supplied correction, link it to version 1 and mark version 1 inactive while preserving the reason for change. Why: Silent overwrite loses learning, while duplicate active versions create error. Success check: A search returns version 2 first and labels version 1 as superseded. Accessible alternative: Complete “Create version 2 from supplied correction, link it to version 1 and mark version 1 inactive while preserving the reason for change.” in shorter passes, or use keyboard input, dictation or a support person, while preserving this success check: “A search returns version 2 first and labels version 1 as superseded.” Use multiple retrieval cues, AAC and asynchronous review; do not require rapid oral recall. Alternative relationship: Target preserving when declared check is preserved Learner notes: ________________________________________________________________________________ Completed: [ ] ## 8. Test successor use Give fictional task and current record to a second reader, then ask them to state the action, authority, key assumption and escalation route. Why: Findability alone does not prove usable memory. Success check: The reader answers every required field without oral rescue from original author. Accessible alternative: Complete the same research action — “Give fictional task and current record to a second reader, then ask them to state the action, authority, key assumption and escalation route.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “The reader answers every required field without oral rescue from original author.” Do not convert the research task into capability practice. Alternative relationship: Target preserving when declared check is preserved Learner notes: ________________________________________________________________________________ Completed: [ ] ## 9. Close or retire If the purpose, authority or currentness ends, archive or delete this record under fictional rule and update all active links. Why: Inactive knowledge should not keep directing work. Success check: No expired instruction remains in active retrieval route. Accessible alternative: Complete the same research action — “If the purpose, authority or currentness ends, archive or delete this record under fictional rule and update all active links.” — using speech-to-text, text-to-speech, enlarged text, keyboard-only navigation, shorter work blocks or a support person. Preserve this declared check: “No expired instruction remains in active retrieval route.” Do not convert the research task into capability practice. 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? ________________________________________________________________________________ --- Completion of this worksheet demonstrates tutorial participation only. It does not establish capability, qualification, safety clearance, diagnosis, treatment or independent validation.