Draft a short note to send an occupier before the visit about access, photographs and how their information is handled, from your own scheme’s code

The problem

One scheme’s code of conduct lists things an assessor should discuss with the occupier when available: what access is needed (for example the loft), what photographs will be required and why they are taken, that personal data will be handled sensitively under data protection law, what to do if they have a complaint, and how they get the certificate. A short note sent a day or two before the visit means those points reach a customer who is not at home when the discussion would happen, and it saves time at the door. AI arranges the points you type into a plain, short note. It never says what the photographs will show, never promises a rating, and does not replace the discussion your scheme’s code asks you to have in person. If your scheme’s code differs from Elmhurst’s, use your own.

What AI does

AI drafts a short note for the occupier before your visit, covering access, photographs and how their information is handled, using your own lines based on your scheme's code. It says nothing about what the assessment will find (England).

Time

The steps, in short

1. Find the points your scheme's code asks you to cover with occupiers.
2. Write your own line for each point, including how you protect personal data.
3. Have AI arrange your lines into a short note with placeholders for names and dates.
4. Add the details yourself, send it from your own account and file a copy.

A short sample prompt

I assess homes for energy certificates in England. Arrange my lines below into a short, friendly note for the occupier ahead of my visit, keeping my wording. Leave [name], [address] and [date] blank. Lines: [paste]