The decision
Define the unit being counted before building a dashboard. Separate arrivals, unique administrative cases and completed handovers so repeated correspondence does not inflate totals.
Rehearse this before accepting the change
Reopen a completed fictional case; verify the report follows the agreed counting rule.
Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.
Choose a useful measure
Track the number of reporting adjustments caused by inconsistent definitions.
Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.
Your planning worksheet
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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