A PRIVATE PRE-FLIGHT CHECK

Data readiness survey

Answer a few questions about the work—not the data itself—to get a local checklist before using a formatting tool. This is a prompt for careful thinking, not a compliance score.

Before you process information

Choose the closest answer. If you are uncertain, choose the more cautious option. You can use the result as a discussion checklist with your team.

01How sensitive is the information you plan to work with?Public or invented sampleIt contains no private or confidential values.Routine internal informationIt is not public, but it is not specially restricted.Personal, confidential, or regulatedIt may require specific safeguards or approval.

02What kind of records are involved?Fictional examples or public dataNo real person or protected organization is represented.Work records without direct identifiersThey are still subject to my organization’s rules.Identifiable people or restricted recordsThey may include customer, employee, health, financial, or account details.

03Are you authorized to process this information in this workflow?Yes; the owner or policy permits itI am not sureI need to check before proceeding.No, or permission is required first

04Is this device and browser profile approved for the data?Yes; it is the intended managed or personal environmentI need to verify browser extensions, monitoring, or device rulesNo; this is a shared or unapproved device

05Is the transformation and its purpose clear?Yes; I know the format, operation, and destinationMostly; I need to check one or two assumptionsNo; I am not sure what the tool will change

06Can you recover the original if the result is wrong?Yes; I have an appropriate source copyNot yet; I should make or locate one first

07How will you check the result?I have specific checks for counts, values, and destination rulesI will inspect it, but have not set clear checksI expect the formatter alone to confirm it is correct

08Where will the result go next?It stays in this local task or an approved destinationI need to confirm who can access the destinationIt will be sent to an external or unknown service

How to use this survey responsibly

The questions are designed to prompt discussion about data sensitivity, authorization, device suitability, recoverability, review, and destination. They do not inspect your records and cannot know your organization’s policies. A lower-risk result is not permission to process data, and a higher-risk result is not a formal finding that a workflow is unsafe.

When the subject is uncertain, stop before entering the data and ask the owner or your privacy/security contact. You may also read the data-handling guidelines, review the Privacy Policy, or return to the formatting workspace using a non-sensitive example.