Richard Cieplechowicz
Property-office documentation checklist
A short review before a record is considered complete
A useful office record should answer these questions without a second conversation.
The checklist
- Is the person, property, account or file clearly identified?
- Are the facts separated from opinion or assumptions?
- Is the amount or status recorded in its own field?
- Does the record show the last completed action?
- Is there one clear next action?
- Is a person responsible for that action?
- Is the next review or deadline dated?
- Are corrections preserved with enough history to explain them?
- Could another person understand the record without asking what happened?
Related tool
Download the Property Management Call Log Template for a reusable version of these principles.
For the legal-name spelling, see the Ryszard Cieplechowicz name reference.