◆ Outlook · rules

Audit Records

Give IT admin permission to audit the shared mailbox: grant mailbox access to IT Admin Chen with reviewer permissions …

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Give IT admin permission to audit the shared mailbox: grant mailbox access to IT Admin Chen…+
Give IT admin permission to audit the shared mailbox: grant mailbox access to IT Admin Chen with reviewer permissions so they can inspect retention and access logs, and send a short notification to the records team noting the audit window and scope.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before granting access, limit risk and document it: give IT Admin Chen reviewer access to the…+
Before granting access, limit risk and document it: give IT Admin Chen reviewer access to the shared mailbox for the defined audit period, log the access grant in an email to the records supervisor, and include the specific retention questions to be answered so Chen can focus the audit and we have an audit trail of the permission.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Give the IT admin permission to audit the shared mailbox so they can verify retention and access for official records requests.

Who does this

1 roles
Court Clerk

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.