Client Scent Preferences Worksheet
Collect only necessary scent and service information while recording consent, referrals, jurisdiction review, retention, and deletion decisions.
Worksheet version: 1.0 · Last reviewed: · Related guide: Open the guide
Privacy: Entries stay in this browser’s local storage and are not transmitted to Essence Authority. Do not enter medical information, payment-card data, passwords, or unnecessary personal information. Use Clear saved data to remove this worksheet’s local copy.
Instructions
- Use one record for one defined product or event.
- Enter exact IDs, versions, source locations, and dates instead of “current.”
- Use neutral factual status words only.
- Export or print the record if your organization requires a durable copy.
Stop triggers
Stop when a source is missing or conflicts, identity/classification is unclear, an incident occurred, or an authorized owner must decide. The worksheet records the gap; it does not resolve safety, legal, carrier, treatment, or pesticide questions.
Completed example
| Service requested * | Scope statement accepted * | Preferences and setting * | Consent and privacy choices * | Referral | Jurisdiction review * | Record owner and access * | Retention and deletion date * | Final decision * |
|---|---|---|---|---|---|---|---|---|
| Shared retail-space scent preferences and notice planning | Non-medical scent and documentation service; version 2026-07 accepted | Citrus preferred; front retail room; two staffed shifts | Contact and room details only; no health history collected | Request for migraine treatment declined and referred to qualified care | Business, privacy, consumer, insurance, and advertising checks recorded | Consultant; access limited to consultant | Delete 24 months after service close unless a documented obligation requires otherwise | Narrow scope |
Clean blank worksheet
Required fields are marked with an asterisk. Add as many records as needed, validate before export, and use the help text printed in every column.
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| Service requested * | Scope statement accepted * | Preferences and setting * | Consent and privacy choices * | Referral | Jurisdiction review * | Record owner and access * | Retention and deletion date * | Final decision * | Row controls |
|---|---|---|---|---|---|---|---|---|---|
| Enable JavaScript to add editable rows, or print this blank row. |