{"id":"risk-fact-vs-statement-memo","audience":"compliance","category":"legal-compliance","track":"legal","technique":"grounding","level":"intermediate","title":"Keep observed facts apart from staff statements in audit notes","free":false,"task":"Fieldwork notes mix what the auditor saw with what staff said. Write a prompt for plain text with two labeled groups: Observed: then bullets of what the auditor saw or counted, and Stated by staff (not tested): then bullets of claims nobody has checked. At most 6 bullets in total, each under 18 words, no other text except a last line reading exactly: Statements not yet tested: followed by the number.","materialLabel":"Your material (attached to your prompt automatically)","material":"FIELDWORK NOTES - Petty cash, Lowden Office, visit 6 Nov (auditor: Aiden Chu)\n- Aiden counted the cash box: $412.50 in notes and coins.\n- Ledger balance on the petty cash sheet: $450.00.\n- The custodian, Farah Dunn, said the $37.50 difference is a taxi receipt still in transit. No receipt seen.\n- The monthly count log shows the last signed count in August.\n- Office manager Lee Torres said counts are done every month but not always written down.\n- The cash box was kept in an unlocked drawer during the visit.\n- Policy requires a signed count on the last working day of each month.","rules":[{"type":"plainText"},{"type":"maxBullets","max":6}],"promptHints":[{"label":"Names groups","patterns":["observed:","stated by staff"]},{"label":"Marks untested","patterns":["not tested","untested","no evidence"]},{"label":"Bullet limit","patterns":["at most 6","6 bullets"]},{"label":"Exact last line","patterns":["statements not yet tested","last line"]},{"label":"Plain text","patterns":["plain","no markdown"]}],"mistakes":[{"title":"Mixing facts and claims","why":"AI lists the taxi receipt as a fact because it sounds plausible.","fix":"Say: \"Staff claims with no evidence go under Stated by staff (not tested).\"","checks":["r0"]},{"title":"Dropping figures","why":"AI says 'a small difference' instead of the amounts.","fix":"Say: \"Include the figures from the notes.\"","checks":["r1"]},{"title":"No closing count","why":"AI ends with its own conclusion.","fix":"Say: \"Last line exactly: Statements not yet tested: 2\"","checks":["r2"]},{"title":"Getting markdown back","why":"AI adds bold, headings and bullets by default, which show up as stray symbols when pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Too many bullets","why":"AI lists everything it finds instead of stopping at your limit.","fix":"Say \"at most N bullets, nothing else\" and name the limit.","checks":["maxBullets"]}],"hint":"Give both group labels, a bullet limit and the exact last line.","mission":"Separate what was observed from what was said.","musts":["Two labeled groups","Staff claims marked untested","Count line at end"],"rubricLabels":["There are two labeled groups, Observed: and Stated by staff (not tested):, and the facts the auditor saw or counted are only in the first","Observed includes the $37.50 difference ($412.50 counted versus $450.00 ledger) and that the last signed count in the log is August; Stated includes the taxi receipt in transit and counts being done monthly but not written down","The last line reads exactly: Statements not yet tested: 2, and the unlocked drawer, if mentioned, is under Observed"]}