Status: SENSITIVE — KEEP LOCAL
Last updated: YYYY-MM-DD
Use neutral filenames where possible. Keep original records in protected storage. Add a working copy to the AI workspace only for an approved task.
| ID | Record date | Source type | Protected filename / location | Relevant page or section | Checked against original? |
|---|---|---|---|---|---|
| S1 | formal report | no |
| Date | Source ID | Provider / tool | Approved task | Working copy removed? |
|---|---|---|---|---|
- Record enough information to find the original without adding unnecessary identifiers.
- Use the same source ID in
00-current-state.md, decision notes, and appointment prep. - Ask for fresh consent before a new provider, connector, web query, or task receives record content.
- Remove a temporary working copy when the approved task is complete and you no longer need it.