Keeping track of who has been told

What it is #

The page is headed Who has been told, and it does one thing: it remembers which calls have been made.

A place to keep track of the calls, so nobody is missed and nobody is rung twice.

In the days after a death, the same names come up again and again, and it is very easy to lose track of who has already heard. This is somewhere to put that.

It does not contact anyone #

The planner's own words on the page:

It never contacts anyone — every call is yours to make, and this only remembers what you tell it.

Ticking a name here sends nothing. No email, no message, no notification. Nobody finds out anything because of something you tapped.

You do not have to use it #

Also from the page:

You do not have to use this. Skipping it changes nothing else about your plan, and you can come back at any time.

Some families find a shared list a relief. Others already have a cousin with a notepad, and that is completely fine.

Working through it #

The list arrives grouped, and it starts from the people the planner already knows about from your answers. For each row you can:

• tick it off when the call has been made
• add a Note (optional) — the placeholder suggests Who called, when, what was said.
• Remove a row that does not apply

If you removed rows and change your mind, Bring them back restores them.

To add someone the planner did not ask about, there are two boxes at the bottom of each group — a Name and a Phone, email or a note (optional). Where the group is announcements rather than people, the first box asks Where instead, because the row is a place the news should go rather than a person to ring.

The page saves as you work and shows Saved at with the time. If a save does not go through, it says so and tells you your changes are still on screen.

If you would rather use paper #

Every row here prints in your plan PDF. If sitting with a printed sheet and a pen suits you better than a screen, take the PDF from the documents page and work from that instead. Nothing is lost either way.

Where to go next #

What you end up with covers the plan PDF and everything else the planner produces.