Worksheet

Document Preservation List

Use this interactive worksheet to document preservation list. Entries stay in this browser unless you export or print them.

Private browser worksheet

Build your record

Nothing is submitted. Save in this browser, export a CSV file, or print a copy.

DocumentDate rangeWhere storedWhat it showsOriginal preservedAccess or privacy noteRow

What this worksheet does

Use the Document Preservation List to record facts in a consistent order. Entries stay in this browser unless you export or print them; the website does not receive worksheet data.

Add one row for each event, pay period, clause, request, person, or document. Use short factual phrases and preserve the original source separately.

Before entering sensitive information

  • Use initials or role names when a full name is unnecessary.
  • Do not enter Social Security numbers, account passwords, complete medical files, or private customer information.
  • If the device is shared, export what you need and clear the saved browser copy.
  • A saved worksheet is preparation material, not an agency form or attorney-client communication.

How to review the result

CheckQuestion
DocumentAre entries in a sequence that another person can follow?
Date rangeDoes each statement distinguish fact from assumption?
Where storedCan you identify who had firsthand knowledge?
What it showsIs the employer's response or competing explanation recorded?
Original preservedIs there an original document, message, pay record, policy, or witness?
Access or privacy noteWhich item needs an agency answer or legal review first?

Common questions

Does the website receive my entries?

No. Entries are stored only in your current browser unless you export or print them.

Is this an official legal form?

No. It is a preparation worksheet and should not be filed as an agency or court form.

Official sources and governing guidance

Open the source that matches the issue and confirm coverage, jurisdiction, current instructions, and any deadline directly.