The desk notes
SIDENOTE / WORKING DESK
A useful first task list.
Separate the tasks, deadlines and approvals you want to discuss before agreeing the actual support scope.
Begin with the task owner.
Describe the work, purpose, deliverable and deadline. Identify the actual decision owner and agree approval points before remote support starts.
Keep the handover clear.
The actual scope defines hours, records, permissions and practical updates. Necessary credentials or confidential information use an appropriate separately agreed channel.
NEXT NOTE / A USEFUL START
The useful work.
A defined place.
Tell the desk about the general tasks, deadlines and approvals you want to discuss. Passwords and confidential records belong in a separately agreed appropriate channel.
Start a support brief