Document Risk Screens

Document Risk Screens in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Attach intake assessments and risk screens to the client's record so supervisors can audit safety decisions.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Attach intake assessment and risk-screen PDFs to [client=Jordan Myers'] existing client record and…
Attach intake assessment and risk-screen PDFs to [client=Jordan Myers'] existing client record and notify my supervisor, [supervisor=Maria Torres], that the materials are uploaded for audit review by [deadline=Friday].

Improve — make it easier to accept

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Before uploading [client=Jordan Myers'] assessments, reduce audit friction — combine the intake,…
Before uploading [client=Jordan Myers'] assessments, reduce audit friction — combine the intake, risk screen, and supporting documentation into one PDF with a cover page listing screening dates and scoring thresholds, then attach that single file and flag any missing signatures for [supervisor=Maria Torres].

Who does this, and with what

The same task is different work inside a different job.

Social WorkerAdobe Acrobat ProSharePointalso: Attach Intake Assessmentsalso: Enable Supervisor Audit

Next to this one

Other record work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.