Freeze the acceptance cohort
Owner role · Acceptance owner
Evidence: The five accepted IDs and window are written.
Reporting decisions / Delivery leads and report reviewers
Drafting workbenchReconcile accepted work with deployed work
Keep accepted and deployed outcomes as separate event cohorts before reporting delivery availability.
The numerical reconciliation checks cohort membership and event coverage; it is not a release-readiness checklist.
Opens the current invite-request page. Access is subject to approval; this example is not imported automatically.
Prepare a brief for human review
Drafting workbenchSynthetic case: Five outcomes are accepted, three of those are deployed, and a fourth deployed ID belongs to a different acceptance cohort.
Match deployment evidence
Owner role · Release coordinator
Evidence: A,B,C have deployment evidence; X is outside the selected cohort.
Review availability wording
Owner role · Report owner
Evidence: 3/5 refers only to this accepted cohort; no universal availability is claimed.
Decision to make: Report three-of-five deployed within the accepted cohort and disclose the out-of-cohort deployed record separately.
Use the downloaded brief as planning input. AI suggestions remain proposals; review scope, owners and acceptance evidence yourself.
Filled review note
Invented planning text. Adapt it to your evidence and confirmed owners.
Matched cohort note: three of the five accepted outcomes have deployment evidence; X is a separate out-of-cohort record.
Put the outline to work
- Separate acceptance and deployment event meanings.
- Match stable IDs before comparing the two sets.
- Keep out-of-cohort records visible in a separate reconciliation line.
From a useful outline to team work
Explore TeamBoostAI for your team
Bring this manual reporting policy and its owned checks into your TeamBoostAI work discussion. Native report/export fields and historical reconstruction depend on your account and implementation; this worksheet does not import or change product records. Confirm the workflows available in your account before adopting this outline.
Request TeamBoostAI access
Opens the current invite-request page. Access is subject to approval; this example is not imported automatically.
A practical decision workshop
Inspect the example before choosing a rule
Trace an invented case, preserve the evidence limits, then adapt the manual worksheet to your own decision.
Evidence dependency diagram
What must be known first?
Scroll the diagram sideways if needed; every dependency is also written below.
- Accepted IDs → Matched cohort: selected IDs.
- Deployment evidence → Matched cohort: proved events.
Synthetic example · not customer data
Inspect the records
| View | Stable IDs | Treatment |
|---|---|---|
| Accepted cohort | A,B,C,D,E | 5 outcomes |
| Deployed from that cohort | A,B,C | 3 outcomes |
| Other deployed record | X | Outside selected cohort |
Wide tables scroll sideways on small screens.
Download records (.csv) · Download complete decision kit (.json)
Decision explorer
Choose an evidence situation
This returns a written example explanation. It does not inspect your records or approve a real report.
Read every situation without the interactive tool
- Both event sets have stable IDs and a common cohort
- Report the matched cohort and separate other records.
- Cohort boundaries differ
- Hold the fraction until the sets are reconciled.
- Deployment evidence is missing
- Describe acceptance without claiming deployment.
Version comparison viewer
Keep the draft and its correction visible
Draft or earlier version · review its limits
Draft: four deployed records compared with five accepted records.
Revised example · limits retained
Matched cohort note: three of the five accepted outcomes have deployment evidence; X is a separate out-of-cohort record.
| Review boundary | Draft to review | Revised example |
|---|---|---|
| Identity matching | Counts compared without joining IDs | Accepted IDs matched to their deployment evidence |
| Availability | Deployment treated as customer access | Entitlement and observed operation remain unverified |
Wide tables scroll sideways on small screens.
Questions about this workflow
Why not say four of five deployed?
One deployed ID is outside the accepted cohort. Join the sets before forming the fraction.
Does accepted mean available to customers?
No. Deployment and actual availability have their own evidence boundaries.
Does this create tasks in the product?
No. The brief is a manual planning resource. Use the product access link to check onboarding and the workflows available in your account.