At the top of each facility column, write the date, the representative's name or role, and how the answer was obtained. Under “confirmed,” place only specific answers received from an authorized source, preferably in current written materials. “Needs review” is for conditional answers, conflicting statements, or policies that depend on an assessment. “Not established” means you have no reliable answer yet. This structure prevents a confident tone from being mistaken for a confirmed policy.
Build rows for personal phone possession, shared-phone access, first permitted call, call frequency, call duration, approved contacts, video calls, texting, internet access, device storage, charging, and emergency messages. Add visitor rows for eligibility, approval, identification, scheduling, frequency, duration, location, supervision, age limits, belongings, food, search procedures, cancellations, and accommodations for disability or language access. Include a final row labeled “who can authorize exceptions?” because front-desk staff may not control exceptions.
- Record the date and source of every answer.
- Ask whether the written rule is current and applies to the relevant program.
- Mark conditional language as needs review until the condition is explained practical terms in writing, if available .Write down differences between verbal and written answers, then