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Method

Colleague reconciliation template

This existing coverage/merge section records source-side scope and remaining research. Its retained original content follows: Return one row per incoming record or candidate, not merely a “done” message: | Input batch / audit ID | Existing canonical ID | Outcome | Definition evidence | Instruction evidence | Conflict / open task | |---|---|---|---|---|---| | Example input | Unknown until application lookup | matched / enriched / created / unresolved / excluded | source-specific status | reviewed depth | concrete remaining issue | Record database IDs only from the application. “Unknown” is the correct value until lookup is performed. Keep a source reference on every carried-forward definition and preserve the original candidate even if excluded from public navigation.

HOW TO DO IT

Colleague reconciliation template

This existing coverage/merge section records source-side scope and remaining research. Its retained original content follows: Return one row per incoming record or candidate, not merely a “done” message: | Input batch / audit ID | Existing canonical ID | Outcome | Definition evidence | Instruction evidence | Conflict / open task | |---|---|---|---|---|---| | Example input | Unknown until application lookup | matched / enriched / created / unresolved / excluded | source-specific status | reviewed depth | concrete remaining issue | Record database IDs only from the application. “Unknown” is the correct value until lookup is performed. Keep a source reference on every carried-forward definition and preserve the original candidate even if excluded from public navigation.

Preparation and setting

Apply to the actual existing database in staging; a frozen source file is not a live-site audit.

Execution / application sequence

  1. Match each existing original locator to its live canonical ID.
  2. Compare description, exact lesson fields and evidence state.
  3. Resolve repeated source rows as enrichment rather than duplicate creation.
  4. Carry every unresolved queue item forward with a field-specific reason.
  5. Validate linked records and publication gates.
  6. Report imported drafts and remaining instruction gaps separately.

Learning and practice

Use GLOBAL_RECONCILIATION.json and the four package files to verify one branch at a time. Only mark an instruction complete when its actual execution pathway and review are present.

Errors, limits and corrections

Preservation, indexing and text presence are not technical completion. A successful import cannot close an instructional source gap.

Observable checks

Every matched card has a live ID, action and honest review state.

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editorial review notes

Imported from the supplied editorial package; technical and coaching review remains required.