Key finding
The unit is one region-queue-day included in an approved holiday coverage forecast; missing and conflicted evidence remain explicit outcomes.
Research question and decision use
Regional Holiday Coverage Forecast Error protocol note 1: This study will measure the error between predeclared holiday coverage forecasts and observed eligible queue demand. It evaluates local administrative evidence and does not determine employment status, wages, legal compliance, privacy permission, security adequacy, payment authority, or individual performance.
Regional Holiday Coverage Forecast Error protocol note 2: Register the question, systems, workflow versions, dates, population rules, primary outcome, subgroup plan, exclusions, and stop criteria before examining results. Preserve every dated amendment.
Population and sampling frame
Regional Holiday Coverage Forecast Error protocol note 3: The observation unit is one region-queue-day included in an approved holiday coverage forecast. Build the eligible frame from stable source identifiers and retain canceled, superseded, failed, unresolved, and restricted records.
Regional Holiday Coverage Forecast Error protocol note 4: If a census is impractical, select a reproducible random sample with predeclared strata and a published seed. Never replace a selected incomplete record with a cleaner example.
Data dictionary and lineage
Regional Holiday Coverage Forecast Error protocol note 5: Capture study key, calendar source, forecast version, expected arrivals, available capacity, skill coverage, actual arrivals, deferred work, override, and observation quality. Define allowed values, source authority, observation time, transformation, missing-state codes, and adjudication for every field.
Regional Holiday Coverage Forecast Error protocol note 6: Separate absent, inaccessible, disputed, not applicable, overwritten, and indeterminate evidence. Link every derived measure back to the read-only source export and transformation log.
Reviewer reliability
Regional Holiday Coverage Forecast Error protocol note 7: Train reviewers on cases outside the analysis sample, lock the rubric, and independently double-code a blinded overlap set. Keep confidence and disagreements before adjudication.
Regional Holiday Coverage Forecast Error protocol note 8: Report raw agreement, category-level disagreement, chance-adjusted agreement where appropriate, adjudication counts, and every dictionary clarification. Weak agreement is a measurement finding.
Primary analysis
Regional Holiday Coverage Forecast Error protocol note 9: Compare region, queue, forecast horizon, holiday overlap, volume band, and skill constraint. Publish counts, denominators, missingness, and uncertainty with each rate; use medians, quartiles, and unresolved observations for elapsed-time outcomes.
Regional Holiday Coverage Forecast Error protocol note 10: The predeclared primary outcome is median absolute forecast error for eligible queue arrivals with capacity variance reported separately. Keep performance distinct from documentation quality, because missing evidence cannot prove that the underlying event occurred or failed.
Sensitivity checks
Regional Holiday Coverage Forecast Error protocol note 11: recalculate after excluding launch incidents and under lower and upper bounds for unobserved abandoned demand. Also bound inaccessible records once as missing and once as adverse, and repeat after removing linked duplicates.
Regional Holiday Coverage Forecast Error protocol note 12: Preserve the registered result even when an alternative definition appears more favorable. State the assumption, number of units moved, and whether the operational recommendation changes.
Privacy and limitations
Regional Holiday Coverage Forecast Error protocol note 13: The central ambiguity is that observed completions mix demand with constrained capacity and must not be treated as interchangeable. Also assess selection, system clocks, retrospective edits, channel-specific missingness, correlated records, workflow changes, and reviewer learning.
Regional Holiday Coverage Forecast Error protocol note 14: Replace worker, customer, vendor, and location identifiers with study keys. Restrict the linking table, minimize free text, log access, and suppress sensitive small cells.
Evidence quality checks
Regional Holiday Coverage Forecast Error protocol note 17: Trace a stratified quality sample back to study key, calendar source, forecast version, expected arrivals, available capacity, skill coverage, actual arrivals, deferred work, override, and observation quality. Confirm that extraction preserved the source event, time zone, actor, version, and later correction. A copied spreadsheet or dashboard derived from the same system is not independent confirmation.
Regional Holiday Coverage Forecast Error protocol note 18: Document every failed link, inaccessible artifact, conflicting value, and reviewer query in an evidence-quality log. Summarize defects by source and field while retaining the affected observation in the appropriate missing or disputed category.
Governance and replication
Regional Holiday Coverage Forecast Error protocol note 19: Separate data custody, coding, adjudication, and operational approval where staffing permits. Record conflicts of interest and require an authorized owner to approve any use beyond the registered study purpose.
Regional Holiday Coverage Forecast Error protocol note 20: Give a second analyst the frozen extract, dictionary, and transformation log without the first analyst’s private notes. Compare the replicated counts and exceptions, explain every difference, and version the final analysis package.
Reporting and responsible use
Regional Holiday Coverage Forecast Error protocol note 15: Publish frame construction, observation count, exclusions, source coverage, dictionary, missingness, reliability, primary estimate, subgroup counts, sensitivities, counterexamples, and limitations.
Regional Holiday Coverage Forecast Error protocol note 16: Use findings for a bounded process trial with an owner, duration, review date, rollback condition, and privacy check. Do not use the study alone for discipline, compensation, surveillance, or automated consequential decisions.
Sources
- DOL: Hours Worked
- DOL: Worker Classification
- EEOC: National Origin Discrimination
- IRS: Independent Contractor or Employee
- FTC: Protecting Personal Information
- NIST Privacy Framework
- NIST Cybersecurity Framework
- CISA: Recognize and Report Phishing
- NIST: Supply Chain Risk Management
- GAO: Assessing Data Reliability
Apply this research to your workflow
Use the protocol to define the records, review owner, and decision boundaries before work is delegated.
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