Classify Evidence Without Inventing Intent

What you will complete

A versioned rubric for priority review, research needed, and excluded states.

Make the operating decision

Define priority review only when customer fit, selected event, date window, source evidence, and a plausible offer connection are supported. Research needed covers unresolved identity, date, fit, or interpretation. Excluded means a written exclusion applies, the event is stale, or evidence does not match.

Keep direct facts, derived counts, interpretation, and recommendation separate. Every rule records observed value, evidence IDs, point or status effect, rationale, and rubric version. Avoid invented numerical precision or probability of purchase. Missing evidence cannot lower a score unless the rule explicitly measures evidence completeness rather than business fit.

Show alternative explanations and what would change the recommendation. Hiring may indicate expansion or internal capacity. A location announcement may not imply the service is needed. If evidence is weak, produce a research question rather than a sales draft.

Worked fictional example: Harborline Safety Training

Northstar reaches fictional priority review because the company type, Hamilton opening, date, and offer connection are supported. The report says training arrangements and budget are unknown. Dockside remains research needed. Westbank is excluded because its announcement is from 2023.

Harborline Safety Training, Northstar Distribution, Dockside Logistics, Westbank Storage, all events, excerpts, people, and URLs are fictional fixtures. They do not prove a live source, lead, contact route, or business outcome.

Complete workbook section 6

Use the evidence available for your own bounded job. Write unknown when the evidence is missing, and record the person or action that can resolve it.

1. Write status rules and evidence requirements.
2. Map every rule to evidence IDs and a version.
3. Add alternative explanations and missing information.
4. Classify positive, stale, uncertain, and unsupported fixtures.

Open the course workbook PDF or read the workbook details.

Critical gate before continuing

• Priority never means purchase intent.
• Every decision is explainable.
• Missing evidence does not become a negative fact.
• Weak evidence creates a question or research state.

If a gate fails, repair the current section, narrow the scope, leave the route manual, or record a blocked or stop decision. Continuing is not the only successful learner action.

Common failure modes

• Expanding beyond a versioned rubric for priority review, research needed, and excluded states. before the current artifact can be graded.
• Turning a missing value, unavailable source, or blocked integration into a confident conclusion.
• Treating a prompt instruction as proof that the effective tool or permission boundary works.
• Marking a manual, simulated, or untested route as live.

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