1 · Confirm scope and authority
Record the project identifier, agreed task, authorised source set, intended recipient, output and who retains professional sign-off.
LEARNING LAB · FREE PRINTABLE RESOURCE
Source-to-Action Starter Checklist
A practical five-check aid for structured documentary work. Print this page or use your browser Print function to save it as a PDF.
Illustrative administrative guidance; not a legal opinion or professional decision aid.
2 · Register each source
Capture file name, source owner, version, effective date, page or clause reference and whether any expected papers are missing.
3 · Trace each relevant fact
Link every material item in the output to the source and page. Separate source statements from assumptions, contradictions and unknowns.
4 · Assign exceptions
Describe gaps or conflicts neutrally, record required follow-up, the responsible reviewer and a next-review date. Do not infer missing evidence.
5 · Check and hand over
Check document versions, references, recipient, required approvals, outstanding questions and the status of the final version.
Working notes
Project reference: ______________________________
Source version: ______________________________
Exception owner: ______________________________
Next action/date: ______________________________
Approving professional: ______________________________
Free to print and use internally. Do not present this checklist as regulatory certification or an assessment of legal rights.