Prepare recurring reports from defined populations and source versions in Seal. Reconcile the inputs, reproduce the calculations and keep review actions with the signed output.
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The extract includes eight original deviation records and three later revisions. Counting rows would count some deviations twice.
11 source rows
DEV-101 through DEV-108 are eight distinct deviation identities. The reporting definition counts each identity once, using its selected revision at the data cut.
Retain the identity set and the inclusion rule with the report run.
Set the population, time window, source ownership, calculation and treatment of missing or repeated records.
Retain source versions, extraction time, transformations and exceptions. Compare the output against the selected source population.
Use neil to draft the narrative and proposed actions. Reviewers approve the interpretation and keep follow-up work linked to the issued report.
The eleven source rows represent eight deviation identities. Three rows are later revisions of existing records. I would retain both the deduplication rule and the selected revision for each identity.
Count eight distinct deviations under this report definition. Preserve all eleven source rows for traceability.
Confirm that distinct identity, not row count, is the intended metric.
Check the revision selection for DEV-102, DEV-104 and DEV-108.
A chart should retain its numerator, denominator, time basis and exclusions.
Record whether dates refer to occurrence, opening or closure. Separate event counts from affected-batch counts. Review how late-arriving records and reopened work affect the next report cut.
Keep the reviewed data cut and report version fixed while later information continues to arrive.
New data can feed another run or an amendment. Preserve the previously issued output and its calculation basis. Scheduled preparation still needs rules for missing, stale and inaccessible sources.
Configure the report period, source requirements, owners, review and distribution for each recurring output.
Distinguish ready, missing, stale and inaccessible inputs before the run is treated as complete. Retain retries and late-arriving records. Daily dashboards, management reviews and annual product reviews can use related definitions while keeping their purpose and approval requirements distinct.
Keep the source references behind the narrative and turn agreed findings into assigned work.
Review calculations, charts, exclusions and interpretation together. Connect actions to the finding, owner, due date and expected evidence. Prepare an inspection or submission source package from the selected records while retaining the separate requirements for that output’s intended use.
Keep specialised systems where they belong. Agree the source of each record, the permitted actions and the reconciliation at each handoff.
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