| Data entry requirements brief | Fields, sources, formats, quality rules, security needs and approval responsibilities | Brief and workflow specification | Discovery | Source samples, system access, field definitions |
| Source data inventory | Document types, files, records, systems, volumes and priority batches | Inventory sheet | Assessment | Sample files and volume estimates |
| Data capture template | Structured spreadsheet, form or import sheet with required fields and validation notes | Template or system form | Setup | Required output format and rules |
| Completed data entry batches | Entered records from approved sources into agreed templates or platforms | Spreadsheet, database, CRM or platform records | Production | Source documents and access permissions |
| Cleaned and standardised records | Corrected formats, deduplicated lists, normalised values and flagged exceptions | Clean dataset or import file | Production and QA | Accepted standards and duplicate rules |
| Exception log | Unclear items, missing information, conflicting values and client decisions needed | Issue tracker or spreadsheet | Production | Named approver and response cadence |
| Quality assurance checklist | Review criteria, sampling method, error categories and completion status | Checklist and QA notes | Quality review | Quality thresholds and acceptance criteria |
| Progress and productivity report | Volumes processed, pending items, turnaround, rework and blockers | Weekly or monthly report | Reporting | Reporting cadence and KPI definitions |
| Process documentation | Step-by-step instructions, handoff rules, access notes and escalation path | SOP document | Handover or managed service | Client-approved workflow |
| Ongoing support backlog | Prioritised tasks, recurring work, improvement ideas and staffing needs | Backlog and service tracker | Ongoing support | Updated priorities and workload forecast |