Contents
Part I · Before you click
- 1Before you beginThe four decisions that must be taken before the first click — who, what for, with which data, and who tidies up.
Part II · Setting up
- 2Account and accessWhich kind of access fits a business, whose name it runs under, who manages it, how someone is added — and what remains when someone leaves.
- 3The settings to check firstHandling of inputs, visibility, retention and deletion, connections to the outside — where each sits, what it does, why it matters to a business.
- 4Creating orderProjects for what recurs, permanent instructions, and the point where you slow down — connected folders.
Part III · Day to day
- 5The first real piece of workOne complete example from everyday business — from the enquiry to the result that may leave the business, with the spot that had to be corrected.
- 6What never goes inThe exclusion list — one page to print out and keep beside you; the rule of thumb for everything else; and what to do if something has got in after all.
- 7When staff use itThe three rules that are written down before the first person starts — where they can sit in the tool, the conversation beforehand, and where this guide stops.
- 8Checking and keeping upWhat the responsible person from section 1 looks at once a month, where that is — and how you notice that things are getting out of hand.
Part IV · Annex
- 9ChecklistOne page to print out and tick off — the part that stays beside the keyboard.
- 10UncertaintiesWhat this guide cannot document, why, and when it was last searched.
- 11GlossaryThe terms that occur in this guide; for the rest, the glossaries of Volume 1 and Volume 2 apply.
- 12List of sourcesAll provider pages and volumes on which this guide rests, with page version and retrieval date.