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- Published
- Updated
Live reports change as new data arrive. A number cited in a meeting decision may disappear from the same link later. This may reflect missing version evidence rather than an incorrect original decision or inaccurate current report.
Preserve the meaning of data
Define the data cut, filters and calculation version used for a decision. A dashboard link alone may not represent the state seen in the meeting. Choose a controlled dataset snapshot, reproducible report definition or screen capture according to purpose. Avoid copying unnecessary participant-level detail into meeting records merely to preserve a high-level indicator.
Worked example
For example, a cross-site query-ageing dashboard updates after a meeting. The team cannot explain why one site was prioritised the previous week. It links the decision note to the relevant data cut and filters, specifying what counted as an open query. Subsequent improvement then does not erase the evidence behind the earlier prioritisation.
Review checks
- Link meeting figures to data cut, filters and calculation version.
- Explain effects of missing or delayed data on the indicator.
- Test retrieval of decision evidence without unnecessary personal detail.
Acceptance and boundaries
Acceptance means a decision can be reconstructed against the information available at that time. Archiving every screen refresh is unnecessary; retain proportionate evidence for important decisions. If data are corrected later, assess whether the earlier decision needs review. Differences between a historical snapshot and the current dashboard should be explainable rather than concealed.
Frequently asked questions
- Is a report link sufficient?
- A dynamic link showing only the latest state does not by itself preserve the basis of a historical decision.
- Must every report have a screenshot?
- No. A reproducible data cut or controlled report output may provide more suitable evidence.