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Work · Guided lesson

Map recusal across every influential task

About 10 minutes · 3 reading + 7 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 E directs S1 recuse from M8 vendor comparison and recommendation; assign independent reviewer S3. Task list collect public vendor facts, score bids, draft recommendation, approve purchase. E permits S1 only collect unrelated generic catalog data, outside M8. No actual bids.

The idea

Recusal removes participation from the defined matter, including recommendations, informal advice and approval—not only the final vote.

Follow along

Map recusal across every influential task — worked practice

Recusal removes participation from the defined matter, including recommendations, informal advice and approval—not only the final vote.

Holly E directs S1 recuse from M8 vendor comparison and recommendation; assign independent reviewer S3. Task list collect public vendor facts, score bids, draft recommendation, approve purchase. E permits S1 only collect unrelated generic catalog data, outside M8. No actual bids. Use paper or a local document. Preserve the original case and make a separate changed-case record.

  1. 1. Step 1

    Identify which M8 tasks influence the decision.

    You should see: Scoring, recommendation, approval and M8 advice.

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

  2. 2. Step 2

    Remove S1 from those controlled tasks under E’s direction.

    You should see: S3 handles M8 record chain.

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

  3. 3. Step 3

    Keep permitted unrelated work explicitly bounded.

    You should see: Generic non M8 catalog data only.

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

  4. 4. Step 4

    Save recusal/task-owner plan and monitoring question.

    You should see: No S1 private hint or recommendation into the M8 decision.

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

Now change one thing

S1 sends S3 an M8 vendor ranking privately. Enter consistent or inconsistent with recusal.

Your work

What to finish

Save recusal/task-owner plan and monitoring question; include the original-case decision evidence and a separate changed-case result.

Common mistake

Watch for this

Substituting informal private influence for an official decision role after recusal.

How can I tell I understand it?

Using the supplied identifiers, I can save recusal/task-owner plan and monitoring question. 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.

1Does Holly S1 avoiding final vote alone fulfill M8 recusal?
2Who now owns Holly M8 review?
3Which Holly task is explicitly permitted for S1?
0 of 3 answeredApply the lesson to a short question, then review the explanation.
3
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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