CDDA · YOUR WORKING TOOLKIT

Good questions. Strong records.

Blank templates to learn, prepare and document your work. Explore freely, without an account or paid membership.

01Read the lesson
02Use the worksheet
03Practise safely
04Discuss & review

How to use these templates

Choose a kit or search by task. Open the fields and checks, then download a text file or copy the template. Use fictional information for practice. Downloading submits nothing to the site. Keep completed records in the approved channel; mandates, reviews and permissions remain separate.

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The template library

3 templates shown ·Selected for this workflow.
R-15
Research & evidence

Independent review report

Record a reviewer’s source, method and fairness checks.

Download .txt
Open fields and completion checks

Required fields

  1. Package and version
  2. Conflict check
  3. Scope reviewed
  4. Source verification sample
  5. Contrary material assessment
  6. Privacy check
  7. Required corrections
  8. Decision and reasons
  9. Reviewer signature date

Completion checks

  • Reviewer must be independent of the original conclusion
  • Return unsupported claims
  • Record recusals

Typical roles: reviewer

R-16
Research & evidence

Correction and version record

Preserve what changed and why.

Download .txt
Open fields and completion checks

Required fields

  1. Record and version
  2. Previous wording
  3. Corrected wording
  4. Reason
  5. New authority
  6. Materiality
  7. Who approved
  8. Readers notified
  9. Effective date

Completion checks

  • Never silently overwrite a material published conclusion
  • Preserve superseded versions
  • Distinguish correction from disagreement

Typical roles: researcher · reviewer · governance officer

G-07
Governance & people

Independent review terms

Commission a properly vetted external review.

Download .txt
Open fields and completion checks

Required fields

  1. Question and scope
  2. Reviewer qualifications
  3. Independence and conflicts
  4. Access to records
  5. Method
  6. Confidentiality
  7. Reporting line
  8. Publication plan
  9. Limitations
  10. Budget and deadline

Completion checks

  • Reviewer must control findings
  • Disclose material limitations
  • Do not promise unrestricted access to privileged or third-party records

Typical roles: governance officer · administrator