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Worksheet

Assistant approach scorecard

A single-page scorecard has a row per document set, such as manuals, circulars and rate lists, and columns for change frequency, citation required yes or no and access. The last columns record the number of files, the verdict of RAG or fine tuning, and a test question with its expected source page and revision.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Document setChange frequencyCitation required yes or noAccess

Cross out or rewrite any heading that does not fit your business. From the guide “RAG vs fine tuning: which one a company assistant needs”, www.gullysystem.com/blog/rag-vs-fine-tuning-which-one-a-company-assistant-needs