Confidential information, checklists and internal handoffs

Skills you'll practise

• Recognize confidential information and who may see it
• Verify identity before sharing information by phone or email
• Use a checklist for repeatable processes
• Write a handoff note someone else can act on

Course outline

1. 1.Confidential information and handoffsVideo · 2 min
2. 2.Need to know, and nothing lost in the handoverLesson · 14 min
3. 3.Verifying requests and sharing safelyLesson · 13 min
4. 4.Checklists and handoff notes that workLesson · 12 min
5. 5.Confidential information, checklists and internal handoffs: knowledge checkKnowledge check · 15 questions
6. 6.Confidential information, checklists and internal handoffs: practical exerciseKnowledge check · 1 question
7. 7.Urgent request for a confidential documentScenario
8. 8.Final exam8 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• General office administration and recordkeeping practice