Before you begin

Record where an item came from, which fact it supports, what you think it means, and whether it has been submitted or used in a decision.

Have these ready

  • Keep an unchanged copy of the original material.
  • Use this organizer for one item at a time; use private placeholders in a shared browser.

Preparation only. Creating, downloading, or printing this worksheet does not file, serve, or send anything, prove agency receipt, or extend a deadline. Keep a separate record of any actual submission.

  • Having a document, submitting it, having it accepted as evidence, and having a decision-maker make a finding are different steps.
  • A file name, screenshot, or unchecked assumption is not proof of authenticity, receipt, or the truth of every statement.
  • Keep identifying case materials in an appropriate private system, not in public examples or browser storage.

How to use it

  1. Give the record a short name and note the page or date so you can find it again.

  2. State one fact the item supports and point to the exact passage.

  3. Record limitations, missing context, and competing explanations.

  4. Mark the actual status and choose the next action needed to verify or use the item.

Organize one evidence item
Record name and where to find it
What the item supports
Source and preservation

Fictional example

A dated message confirms that an appointment was scheduled. It does not prove that the appointment occurred or that an assessment was adequate. The entry says “collected; not submitted” until actual submission is verified.

Your worksheet

Entries stay on this page and are not saved by this site. Use brief notes and avoid sensitive identifiers. Download or copy your work before closing or reloading the page. Store any downloaded file safely.

Print this worksheet as a blank planning sheet and add notes on your own copy. Editing, review, and text export on this page require JavaScript. Fields remain disabled when JavaScript is unavailable.

Worksheet fields

For example: “Course approval email, March 4” or “Assessment report, page 3.”

State one fact and the page, paragraph, or message that supports it.

Record where it came from and how the unchanged original is retained.

What does it not establish? What missing context or contrary record needs review?

For example: still a draft; collected; submitted; accepted as hearing evidence; or cited in a decision. Record what confirms that stage.

Identify a specific task and the person responsible, without assuming authorization.

Your next action

Verify the entry against the original and preserve any missing context before relying on it.

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