Technology worksheet · local draft

Technology inventory

List your systems and the details you keep needing: who owns each one, what data it holds, who has access, how it connects, when it renews, and how to leave.

Use sample information—not real client or staff details. This worksheet saves checkbox state and notes in this browser only. Browser storage is not encrypted or secure record storage. Do not use it on a shared or public device. Do not enter client names, clinical details, credentials, financial-account numbers, health information, allegations, or sensitive personnel details. If someone else can use this device, print what you need and clear the local draft.

Draft is stored only on this device.

Section 1

For each system

What it does and who owns it
Primary and backup administrator
What kind of data it holds and how sensitive that data is
Users, roles, integrations, and devices

Section 2

Renewal, cost, and recovery

Contract term and renewal date
Current cost and billing owner
Export, backup, restore, and deletion path
Replacement or outage workaround

Decision record

Close the loop

OwnerTarget dateNext reviewDecision or open question