AI Concierge / PRACTICAL TEMPLATE

Staff AI use and workflow checklist

Original reusable guidance. Examples are fictional; this is not a personalised audit. Save this HTML or use your browser’s Print / Save as PDF. No external services are called.

1. Check before entering data

Confirm the tool is permitted by your school. Do not enter pupil, parent or staff names, grades, health information, contact details or photographs. Removing names alone may not remove identifying details. Review school rules and the tool’s retention/training settings. If uncertain, stop and ask the responsible person.

2. Reusable prompt

Act as an editing assistant for a school administration document. Use only the fictional facts below to draft a staff training notice with headings: purpose, audience, date, preparation and review questions. Mark unknown dates “Needs confirmation”; do not guess. Add no personal or pupil information.
Fictional input: purpose = review safe AI data handling; audience = staff; date = unconfirmed; preparation = school-approved sample material.

3. Human review

Check against the source: dates, audience, location, wording, copyright, citations and indirect identifiers. Treat the output as an unapproved draft. An authorised member of staff must review it and follow the school’s approval process before distribution.

4. Fill in your workflow

Task: ____ Allowed input: ____
Reviewer: ____ Approver: ____
Fallback if AI is unavailable: ____
Fictional test example: ____ Next review date: ____
Start with one fictional notice, record problems, and review information handling before using actual internal material.