# An intake record and replay rules. Use them as a form specification or a manual processing sheet.

Chill&Automate · v1 · 2026-09-27

> Fictional example, not a real client record.

Worked example: submission FORM-101 creates website inquiry JOB-01. Replaying FORM-101 retrieves JOB-01. A new FORM-102 from the same contact asks for training, so it becomes JOB-02. FORM-103 lacks contact details and remains in needs-information with an owner and review date.

## Source system and ID

Website form; submission FORM-101

## Received time and original reference

September 28, 2026, 9:00 a.m.; original response retained as FORM-101

## Request ID and short description

JOB-01; client requests designs for five website pages

## Contact / missing input

Contact supplied in the original form; requested delivery date is missing

## New / linked / needs information

New → recorded as JOB-01. A replay of FORM-101 links to the same row.

## Owner, next action and due date

Coordinator Alex; ask for the delivery date; September 28 by 4:00 p.m.

Start your own record with the blank worksheet.