# Feedback coding and review template

Collection window: [dates]
Channels and selection: [where records came from; how selected]
Business question: [decision or investigation this informs]
Counting unit: [record / person / account; explain identity evidence]
Included denominator: [count and basis]
Duplicate/exclusion rules: [verified rules, not similarity alone]
Reviewer and date: [name/date]

## Inclusion manifest
| Record ID | Source reference | Include? | Duplicate-of if confirmed | Exclusion reason |
| --- | --- | --- | --- | --- |
| [ID] | [private source reference] | [yes/no] | [ID or none] | [reason] |

## Codebook
| Code | Definition | Include when | Exclude when | Ambiguity notes |
| --- | --- | --- | --- | --- |
| [code] | [meaning] | [boundary] | [boundary] | [unknown] |

## Record-level coding
| Record ID | Codes | Exact supporting extract | Interpretation / uncertainty | Reviewed? |
| --- | --- | --- | --- | --- |
| [ID] | [one or more codes] | [text from record] | [notes] | [yes/no] |

## Findings
| Finding | Unique included IDs | Count / denominator | Contrary or qualifying evidence | Follow-up question |
| --- | --- | --- | --- | --- |
| [finding] | [IDs] | [n / N] | [IDs and explanation] | [question] |

## Recount
Unique included IDs: [N]
Unique IDs by code: [code -> IDs -> count]
Total assignments: [sum]
Multi-labelled IDs: [IDs]
Why totals overlap: [explanation]
Distinct customer/person count: [verified count or UNKNOWN]

## Proposed investigations
| Proposed action | Evidence | Owner if actually assigned | Open dependency |
| --- | --- | --- | --- |
| [investigate] | [IDs] | [name or UNASSIGNED] | [unknown] |

## Limitations
[Selection, missing channels, contradictory experiences, small sample, uncertain identities, language and review coverage. Distinguish reported experience from verified operational facts.]

## Checks actually performed
[Check | reviewer | result | evidence. An unchecked row is not a test result.]