Collection protocol
Agree the workflow, observation window, sampling approach and definitions before collecting data. Start with a representative two-week window where feasible. Record workload and staffing context; avoid selecting only easy cases.
Columns
Period; anonymous operational issue reference; reporting minutes; correction/review minutes; number of repeated entries; mandatory fields complete; mandatory fields expected; action due; action completed; overdue status; staff comment; missing-data reason.
Analysis
Net minutes per issue includes capture, checking, correction and management reporting. Completeness = valid required fields / expected required fields. Report overdue actions as both a count and a proportion. Report sample size, missing observations and variation; use a run chart when enough repeated observations exist.
Comparison
Use the same definitions and comparable windows after the change. Record concurrent staffing, process or workload changes. A before/after comparison is descriptive and does not establish causation.
Safeguards
No resident identifiers in the Collective workbook. Provider staff retain operational records. Submit only reviewed aggregates. Keep an audit trail of definitions and corrections.
CSV
Use the linked CSV as an editable starting sheet. Empty cells are intentionally blank; do not replace missing values with zeros.