{"id":"risk-remediation-action-table","audience":"compliance","category":"legal-compliance","track":"legal","technique":"format","level":"intermediate","title":"Turn audit fieldwork notes into a remediation action table memo","free":false,"task":"Ruth Adeyemi, Controller, needs a short memo from fieldwork notes. Write a prompt for a memo that starts with the line \"To: Ruth Adeyemi, Controller\", then a markdown table Action | Owner role | Date with one row per issue, under 170 words. Use owner roles from the notes (no personal names) and write \"To be agreed\" for any date the notes don't state. End with the line \"Management to confirm actions and dates.\"","materialLabel":"Your material (attached to your prompt automatically)","material":"FIELDWORK NOTES - Expense approvals, Marlow Foods, Q3 sample of 60 reports\n- 14 of 60 reports were approved by a delegate with no record of the delegation.\n- 3 reports above the $5,000 limit were approved by a team lead; the limit needs the regional finance manager.\n- Vendor master changes: no second review in 9 of 20 changes (AP supervisor is meant to review).\n- Interview: the Controller said the delegate list will be fixed by 15 December.\n- Interview: nobody committed to a date on the other two items.\n- Positive: all 60 reports had receipts attached.\n- The team lead on the three large reports is Hugo Brandt; the regional finance manager is Mira Solis.","rules":[{"type":"maxWords","max":170}],"promptHints":[{"label":"Names the reader","patterns":["ruth","controller"]},{"label":"Sets the table","patterns":["table","owner role","columns?"]},{"label":"Date rule","patterns":["to be agreed","only .*date","stated"]},{"label":"No personal names","patterns":["no personal names","roles? only","no names"]},{"label":"Exact closing line","patterns":["management to confirm","last line"]}],"mistakes":[{"title":"Naming individuals","why":"AI puts Hugo Brandt or Mira Solis as owners.","fix":"Say: \"Owner roles only, no personal names.\"","checks":["r0"]},{"title":"Inventing dates","why":"AI proposes deadlines the notes never mention.","fix":"Say: \"Use a stated date, otherwise exactly 'To be agreed'.\"","checks":["r1"]},{"title":"Missing fixed lines","why":"AI uses its own header and a generic sign-off.","fix":"Quote the exact first and last lines in the prompt.","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["maxWords"]}],"hint":"Give the first and last line, the columns and the date rule.","mission":"Give the Controller three actions with owner roles.","musts":["Owner roles, no names","Dates only when stated","Fixed first and last lines"],"rubricLabels":["The first line is exactly \"To: Ruth Adeyemi, Controller\", followed by a table with columns Action, Owner role and Date and three rows, one for each issue","Owner roles are Controller, regional finance manager and AP supervisor, with no personal names such as Hugo Brandt or Mira Solis","The date is 15 December for the delegate item only, \"To be agreed\" for the other two, and the last line reads exactly: Management to confirm actions and dates."]}