Using the records
Adapt these records to your own method. Blank and worked versions use the same headings. The worked versions continue the fictional training-provider example.
Checks and diagrams
- Blank checks — CSV
- Worked checks — CSV
- Management decision cycles — Mermaid
- Diagram relationships — JSON
The checks have not run. Each record separates the expected result from the actual result. The Mermaid diagram source and JSON relationship file let you edit the diagrams.
Methodology configuration
Use an existing record where it answers the same question. Methodology configuration explains how to map these terms, records and reviews to your own approach.
Edition and reuse
Version 1.0 · September 2026 · © 2005–2026 Adrian Sutherland.
Refreshed for the September 2026 website update. Keep the edition note with the files and identify adaptations by their source asset, version and filename. The completed examples are fictional; proposed checks need actual results before they can support a service decision.
Read the edition note for authorship and version history.
The Portal-authored downloads use CC BY 4.0: reuse and adapt them with credit, a licence link and changes identified. The edition note records the scope and any separate notices.