Technology worksheet · local draft

Technology inventory

Record every system, owner, data type, access path, renewal, integration, and exit dependency.

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

Purpose and business owner
Administrator and backup administrator
Data types and sensitivity
Users, roles, integrations, and devices

Section 2

Lifecycle

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