# Agent assignment and review record

Complete this before giving an ongoing task to a dot, Muse, or another agent. Replace brackets with approved facts. Keep this record beside the reviewed instructions.

- Responsibility: [specific job]
- Business or personal result: [what becomes useful]
- Owner and backup: [names or roles]
- Product, account type, and available connection: [verified details]
- Approved sources and source authority: [files, accounts, pages]
- Minimum information needed: [fields]
- Private information and approved handling: [decision]
- Technical permissions checked by: [owner and date]
- Trigger or schedule and time zone: [specific condition]
- Output format and destination: [exact location]
- What an acceptable output contains: [checkable criteria]
- What the agent may do independently: [actions]
- What requires approval or handoff: [actions and reviewer]
- Missing, conflicting, or inaccessible information: [stop or flag]
- Notifications: [meaningful changes only, unless another cadence is required]
- Last tested instruction version and date: [version]
- Test record: [link]
- Pause and access-revocation procedure: [verified steps]
- What needs checking after an error: [outputs and external actions]
- Next review date: [date]

## Copyable instruction

Help me with [responsibility] so that [result]. Use only [approved sources]. Treat [source] as authoritative for [facts]. Check [trigger or schedule, with time zone]. Return [format] to [destination]. Include source links and observation dates.

You may [approved actions]. Ask [reviewer] before [restricted actions]. If information is missing, conflicting, or inaccessible, [response]. Notify me when [condition] and otherwise [notification rule]. Stop if [condition]. Confirm your understanding and run once for review before any recurring work begins.

## Changes

Record the date, changed instruction, reason, reviewer, test evidence, and earlier version to restore if needed. A restored instruction does not undo an external action.