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Name shown on the deliverable
Shown on the deliverable.
Keep this field from the AI: its content is replaced before the AI provider receives it, then restored in your deliverable.
Deliverable
You set its title, author and structure.
As it will appear on the result.
Shown as the author of the deliverable; never filled in by the AI.
Your activity
What it does and its size: they help judge what each asset is worth to it.
What the activity is, e.g. “bakery”, “building firm”, “law firm”.
It helps judge how much the loss of an asset would matter.
Your assets
The assets by kind, with the ones specific to you.
Each kind ticked lists the assets it usually covers, for you to choose.
Added to the inventory as they are, e.g. “delivery van”, “customer database”, “main oven”.
E.g. “Microsoft 365”, “Shopify”, “AWS”.
E.g. “Shop in Porto”, “Warehouse in Braga”.
Those you could not easily replace, e.g. “Flour wholesaler”.
Owners and reviews
Who answers for each asset, and when the inventory is looked at again.
Who is responsible for which area. Owners in the result are taken from here; where no role covers an area, the owner is left for you to fill.
Sets the next review date of each asset.
Anything the service should take into account.
What the AI provider receives
Your answers, to write this deliverable.
Replaced first, then put back in your deliverable: Email addresses, People's names, Company names.