Senior Smart Home Access & Responsibility Worksheet

Smart home systems work best when responsibilities are clear. This worksheet helps families and caregivers avoid confusion, reduce risk, and ensure someone can help if something stops working.

1) Device Inventory (What exists in the home)

Device Location Primary User Backup Helper Notes
____________ ____________ ____________ ____________ ____________
____________ ____________ ____________ ____________ ____________

2) Alert Distribution Plan (Who receives what)

  • Medication reminders go to: ______________________________
  • Appointments and tasks go to: ______________________________
  • Door/entry alerts go to: ______________________________
  • Emergency alerts go to: ______________________________

3) Access Map (Who can log in and adjust settings)

  • Wi-Fi / Router admin: ______________________________
  • Smart hub admin (if used): ______________________________
  • Voice assistant account: ______________________________
  • Automation app account(s): ______________________________

4) Emergency Override Plan

If the primary installer/helper is unavailable, this is the person who can step in:

Backup helper name: ______________________________

Phone: ______________________________

Email: ______________________________


Calm Principle: Clear responsibility prevents silent failure.