CDDA · YOUR WORKING TOOLKIT

Good questions. Strong records.

Blank templates to learn, prepare and document your work. Explore freely, without an account or paid membership.

01Read the lesson
02Use the worksheet
03Practise safely
04Discuss & review

How to use these templates

Choose a kit or search by task. Open the fields and checks, then download a text file or copy the template. Use fictional information for practice. Downloading submits nothing to the site. Keep completed records in the approved channel; mandates, reviews and permissions remain separate.

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The template library

3 templates shown ·Selected for this workflow.
G-01
Governance & people

Decision record

Record who decided what, under which authority.

Download .txt
Open fields and completion checks

Required fields

  1. Decision
  2. Authority
  3. Date and participants
  4. Quorum if applicable
  5. Conflicts and recusals
  6. Evidence considered
  7. Reasons
  8. Conditions
  9. Review date
  10. Publication class

Completion checks

  • Do not invent authority
  • Record dissent where appropriate
  • Protect personal information

Typical roles: administrator · governance officer

G-02
Governance & people

Role mandate

Define a role before access or public representation.

Download .txt
Open fields and completion checks

Required fields

  1. Role title
  2. Purpose
  3. Jurisdiction
  4. Powers
  5. Prohibited actions
  6. Reporting line
  7. Access permissions
  8. Term
  9. Training
  10. Removal and handoff

Completion checks

  • Least-privilege access
  • No spending or speaking authority unless written
  • Review on role changes

Typical roles: administrator · people coordinator · governance officer

P-02
Privacy & security

Access or correction request record

Track an individual’s privacy request.

Download .txt
Open fields and completion checks

Required fields

  1. Reference
  2. Requestor
  3. Request type
  4. Received date
  5. Identity verification method
  6. Records searched
  7. Exemptions considered
  8. Decision
  9. Response date
  10. Complaint route

Completion checks

  • Do not collect ID through ordinary forms
  • Track statutory deadlines where applicable
  • Record reasons for withheld material

Typical roles: privacy officer