Key finding
A review of candidate packets at client submission and the fields missing most often.
Research question and scope
This protocol examines candidate document completeness. It reports what one defined record can show in a fixed window and does not claim an industry rate or a causal effect.
Population and unit of analysis
The unit is one candidate packet at submission. Using one unit keeps linked events from being counted as independent successes or failures.
Definitions and measures
The measure is the share missing a required document. Publish the denominator and time window beside each count.
Evidence and data dictionary
Collect the document, source, and request date. Keep missing, unavailable, and confirmed negative as separate states.
Sampling and collection
The sample is packets submitted during one month. Record the observation date and exclude items already open before the window.
Analysis and reporting
Report missing fields by role family. Separate client behavior from team behavior whenever the evidence supports it.
Limitations and sources of error
Limits include documents that expire after submission. State them beside the finding and avoid turning a small sample into a universal standard.
Review cadence and next action
The next step is to add one required field to the intake checklist. Re-test a later sample after the change.
Sources
Apply this research to your workflow
Use the protocol to define the records, review owner, and decision boundaries before work is delegated.
Discuss your workflow