[Firm name]
[Scope sentence]
Fields with no value
[N]
On any record. Safe to delete; nothing is lost.
Fields under 10 records
[N]
Worth a look; a few values can still matter.
Findings to start with
[N]
Marked High in the workbook.
Findings in total
[N]
In [N] bundles of related work.
Where the five sit
Impact if left alone →
Do first
[n]
Plan with your CSM
[n]
Tidy when convenient
[n]
Decide later
[n]
Effort to fix →
High
Medium
Low
The other [N] bundles are on the Findings tab of the workbook.
The five to take first
- [n][Bundle name][Priority]CSM first[Why it matters]
How to use this
- Start with the High findings. The bundles are a suggestion; the Findings tab in the workbook sorts any way you like.
- Anything marked CSM-first deletes, merges or retypes something that holds values. Plan it with your Affinity CSM: deletions cannot be undone.
- Every change is made in Affinity's admin settings by your team. This audit recommends and does not act.
- The workbook has the rest: every finding, every check that was run, and what each one found.