Bring a task of your own.
Use the worksheet to describe the workflow and the criteria your reviewer would apply.
Recorded walkthrough
Watch the examples.
See what was entered, what came back and how it was checked.
Contents
01 · 27 October 2026
General Chat, with no engagement selected.
A planning question
The question asks for a delivery-review plan. Watch the wait and the answer. This example uses general Chat, without an engagement’s files or context.
02 · 26 October 2026
Cedar Review · fictional engagement · report v7 · source v5.
Checking a saved report
Detail · saved review decision
The operator accepted this version and recorded why. The five-hours-per-job estimate remains unvalidated; the calculation does not establish actual capacity or savings.
03 · 26 October 2026
An earlier state of the Cedar sample, before report v7.
When the source changes
Detail from the same saved screen · changed basis and export controlsScroll sideways to read the full notice →
An input changed after review, so export was disabled until the work was checked again. The earlier review is still visible. This is a saved image of that earlier state, not a change made during this walkthrough.
04 · 26 October 2026
Saved Word output. Marked for internal walkthrough use; not redistributed in this kit.
Inspect the saved output
The Word document was downloaded from the reviewed sample report on 26 October. It includes the saved review context and limitations. It is a sample output, not professional advice or a completed deliverable for your firm.
The saved file is marked for internal walkthrough use. Your own output and its permitted use are agreed for your evaluation.
05 · 27 October 2026
A look through the catalogue; no workflow is run or approved.
Roles and review stages
The cards explain what each role needs and prepares. The review-stage description shows where a person checks the work.
Your evaluation