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Get confirmation of a historical society oral history review

Example: A historical society prepared an interview transcript. The participant wants removal of a family name before public release.

An assistant is an alternative when a participant's review includes different release conditions.

A signed final transcript is sufficient when text and release conditions already have approval.

This article is from Righthand. The customer story and result are illustrative.

The work that the customer wants

A historical society prepared an interview transcript. The participant wants removal of a family name before public release.

The coordinator supplies the exact passage and participant email. The project owner gives approval for the final public transcript.

The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.

For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.

The request to the Righthand

Send the participant the supplied passage.

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Get the exact name or passage for removal.

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Get the participant's decision about the revised wording.

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Send the revision to the project owner.

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Send the project coordinator the result in this conversation.

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Use Pacific time for the deadline.

What the Righthand does

The Righthand sends these questions by email. It sends the reply to the project coordinator.

The assistant must not treat a wording reply as complete permission for every publication use.

An illustrative result

The participant accepts removal of one name but also wants a different release date. Publication remains undecided.

The project owner gives approval for the wording and gives a decision about the release date before publication.

Access and permission

If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.

With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.

Try the procedure with one task

  1. Give the Righthand one task with a teammate as the contact.
  2. Make sure that the teammate receives the permitted email.
  3. Tell the teammate to reply with a different request.
  4. Compare the returned decision with that reply.
  5. Examine the email records in Activity.

Compare plans. Get a Righthand.