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Course Library · Lesson 6 of 6
Work · Guided lesson

Audit the matter and record unresolved direction

About 13 minutes · 3 reading + 10 practice and checks
Time includes reading, practice, and questions. Extra videos or further study are optional.
See this course’s project requirements

An ethics decision file with fictional gifts, outside interests and procurement scenarios, a role/conflict map, disclosure drafts, recusal decisions and a traceable authorized resolution.

Keep your working files in your own notebook or software. Save a private description, checklist, and work link in My Proof.

What to include

  • Save two fictional disclosure-trigger cards; include the original-case decision evidence and a separate changed-case result.
  • Save unsent minimal disclosure and restricted routing record; include the original-case decision evidence and a separate changed-case result.
  • Save recusal/task-owner plan and monitoring question; include the original-case decision evidence and a separate changed-case result.
  • Save gift-offer register with unsent decline/referral draft; include the original-case decision evidence and a separate changed-case result.
  • Save reassignment/access audit with actual-change verification needed; include the original-case decision evidence and a separate changed-case result.
  • Save disclosure/recusal/gift/access/follow-up packet; include the original-case decision evidence and a separate changed-case result.

Review and revise

Use these criteria to check your work and choose what to improve.

  • The final packet uses the supplied task-specific constraints and all six records agree.
  • Every result can be traced to an identifier, input, calculation or stated decision rule.
  • Changed-case practice updates dependent records and keeps holds or uncertainty visible.
  • The packet states the learner role, authority boundary and specific next verification needed before real work.
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Before you begin

The idea in everyday life

Original fictional workplace practice; paper or a local document is sufficient. The rules and records below are supplied for this exercise, not asserted universal workplace policy. Holly final:M8S1 disclosed/recused; S3 decision owner; S1 edit/approval removed verified; G1 not accepted/reported; G2 policy question pending E; S2C7 screening concern received but review direction pending. No actual recruiting/purchases/gifts occurred.

The idea

The final ethics packet shows disclosed concerns, responsible direction, actual participation controls and unresolved requests without claiming legal clearance or misconduct.

Follow along

Audit the matter and record unresolved direction — worked practice

The final ethics packet shows disclosed concerns, responsible direction, actual participation controls and unresolved requests without claiming legal clearance or misconduct.

Holly final:M8S1 disclosed/recused; S3 decision owner; S1 edit/approval removed verified; G1 not accepted/reported; G2 policy question pending E; S2C7 screening concern received but review direction pending. No actual recruiting/purchases/gifts occurred. Use paper or a local document. Preserve the original case and make a separate changed-case record.

  1. 1. Step 1

    Reconcile M8 controlled state with specific verification.

    You should see: S1 removed; S3 owns decision records.

    Keep the stated identifier, unit and policy alongside this result so another reader can check it.

  2. 2. Step 2

    Count unresolved review questions.

    You should see: G2 and S2/C7 two open review items.

    Keep the stated identifier, unit and policy alongside this result so another reader can check it.

  3. 3. Step 3

    Write bounded summary without legal certification or blame.

    You should see: M8 fictional controls verified; other questions pending E.

    Keep the stated identifier, unit and policy alongside this result so another reader can check it.

  4. 4. Step 4

    Save disclosure/recusal/gift/access/follow-up packet.

    You should see: Two exact next decisions retained; no implied right to participate.

    Keep the stated identifier, unit and policy alongside this result so another reader can check it.

Now change one thing

E issues S2/C7 direction, but G2 remains unanswered. How many open review questions remain?

Your work

What to finish

Save disclosure/recusal/gift/access/follow-up packet; include the original-case decision evidence and a separate changed-case result.

Common mistake

Watch for this

Turning correctly recorded fictional controls into universal legal clearance or closing unrelated pending matters.

How can I tell I understand it?

Using the supplied identifiers, I can save disclosure/recusal/gift/access/follow-up packet. My changed-case record names the revised condition and explains which dependent decision it changes.

Try 3 questions

Quick knowledge check

Answer all 3 questions. Get at least 2 right and the lesson completes automatically.

Not yet passed

You’ll get an explanation for each answer. Signed in? Your results save to your account.

1How many Holly final review questions remain open?
2What Holly claim would exceed the evidence?
3Does Holly M8 control completion allow S2 to screen C7 without direction?
0 of 3 answeredApply the lesson to a short question, then review the explanation.
6
Finish this lesson

Pass the check. We’ll save the progress.

Answer all 3 questions above and get at least 2 right. You can review the explanations and try again.

Go to the knowledge check
Tools, templates, and lesson sources

Tools and templates

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Sources and further reading

Explore the references behind this lesson.

13-1023.00 - Purchasing Agents, Except Wholesale, Retail, and Farm Products
Source & access notes · checked 2026-10-01

Occupational task and responsibility context; the exercise policies and quantities are original fictional inputs. Page title and relevant content inspected; no interactive controls or credential process tested.

Access: Readable official page retrieved with the web reader on 2026-10-01.

Reuse: All teaching cases, data, worked steps and questions are original. Link and limited paraphrase for context; no copied source exercises.

43-4161.00 - Human Resources Assistants, Except Payroll and Timekeeping
Source & access notes · checked 2026-10-01

Occupational task and responsibility context; the exercise policies and quantities are original fictional inputs. Page title and relevant content inspected; no interactive controls or credential process tested.

Access: Readable official page retrieved with the web reader on 2026-10-01.

Reuse: All teaching cases, data, worked steps and questions are original. Link and limited paraphrase for context; no copied source exercises.

USOGE | Analyzing Potential Conflicts of Interest
Source & access notes · checked 2026-10-01

Public agency or educational context; no source exercises are copied and no simulated threshold is presented as an official rule. Page title and relevant content inspected; no interactive controls or credential process tested.

Access: Readable official page retrieved with the web reader on 2026-10-01.

Reuse: All teaching cases, data, worked steps and questions are original. Link and limited paraphrase for context; no copied source exercises.

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