# Eligible sources and date evidence

Publication, update, access and metadata-check dates are distinct. Unknowns remain unknown; partial, indexed-only and conflicting dates retain their qualifications. Original and companion sources have separate entries. This register covers active cases, social references, separate leads and formal prior art. Excluded records and their date evidence are [audit-only](audit/README.md), not reference recommendations. See [POLICY.md](POLICY.md).

## Workflow and practice sources

<a id="case-comm-01"></a>
### comm-01 — Buffer's search-led tutorial production

[How to Write a Blog Post: A Full Breakdown of How We Do it at Buffer](https://buffer.com/resources/how-to-write-a-blog-post/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2024-09-05 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_publication_date |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://buffer.com/resources/how-to-write-a-blog-post/). Article header near title displays Sep 5, 2024. Treated as displayed publication date; no separate update label or original publication history established.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Writer explains the organization’s editorial work; reference supports described steps, not a Buffer-product effectiveness claim.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-02"></a>
### comm-02 — Ahrefs page-by-page content audit

[Follow Our Content Audit Process (Template Included)](https://ahrefs.com/blog/content-audit/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2023-09-15 |
| Other date type | displayed_article_date_type_unspecified |
| Provenance / confidence status | verified_displayed_date_type_unspecified |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://ahrefs.com/blog/content-audit/). Article byline displays September 15, 2023, without specifying whether this is original publication or revision. Preserved as an untyped article date rather than guessing.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Method author provides a content-audit procedure with worked examples; tool-marketing context is disclosed but no customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-03"></a>
### comm-03 — GOV.UK independent publishing review

[Send standard content types for review](https://guidance.publishing.service.gov.uk/publish-update-retire-content/standard-content-types/send-standard-review/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://guidance.publishing.service.gov.uk/publish-update-retire-content/standard-content-types/send-standard-review/). Original publishing-handbook page was reopened; no publication or last-update label appears in retrieved text. Do not borrow dates from the retired GOV.UK URL or crawl time.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-04"></a>
### comm-04 — Mailchimp single-variable email experiment

[Create an A/B Test](https://mailchimp.com/help/create-ab-tests/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://mailchimp.com/help/create-ab-tests/). Original Mailchimp help article was reopened and searched for update labels. No page publication/update date established; dates of linked resources or product changes are not page dates.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Product help documentation establishes how to configure an A/B test; it does not establish that A/B testing improves outcomes in a given context.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-06"></a>
### comm-06 — Buffer's AI-assisted glossary construction

[How Buffer's Content Team Uses AI](https://buffer.com/resources/how-we-use-ai-in-content/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2024-03-14 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_publication_date |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://buffer.com/resources/how-we-use-ai-in-content/). Article header near title displays Mar 14, 2024. Treated as displayed publication date; no separate update label or original publication history established.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Staff describe glossary outline generation and substantial human enrichment. The glossary tool is not identified as Buffer’s AI; retain only the reported process, not product or time-saving claims.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-07"></a>
### comm-07 — Basecamp's shaped project pitch

[Write the Pitch](https://basecamp.com/shapeup/1.5-chapter-06)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://basecamp.com/shapeup/1.5-chapter-06). Original Shape Up chapter was reopened. No chapter publication/update label established. Book publication year cannot be assigned to this living chapter without specific evidence.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Operating handbook provides project-pitch practice and examples; not a customer-success story.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-08"></a>
### comm-08 — Intercom's RICE prioritization review

[RICE: Simple prioritization for product managers](https://www.intercom.com/blog/rice-simple-prioritization-for-product-managers)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2018-01-05 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_publication_date |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.intercom.com/blog/rice-simple-prioritization-for-product-managers). Author byline displays Sean McBride, 5 January 2018. Recorded as displayed publication date; no separate update date found.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-09"></a>
### comm-09 — GitLab's shared-responsibility issue routing

[Issue Triage](https://handbook.gitlab.com/handbook/product-development/how-we-work/issue-triage/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-07-31 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_update_only |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/product-development/how-we-work/issue-triage/). Page footer explicitly says Last modified July 31, 2026 and links commit 5d615813. Original publication not established.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-10"></a>
### comm-10 — GOV.UK service-retirement transition

[Retiring your service](https://www.gov.uk/service-manual/agile-delivery/retiring-your-service)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | 2016-08-04 |
| Updated | 2025-08-26 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_explicit_publication_and_update |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.gov.uk/service-manual/agile-delivery/retiring-your-service). Updates to this page explicitly labels Published 4 August 2016 and Last updated 26 August 2025; history confirms first publication.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-12"></a>
### comm-12 — Product Talk opportunity-to-assumption discovery

[Opportunity Solution Trees: Visualize Your Discovery to Stay Aligned and Drive Outcomes](https://www.producttalk.org/2016/08/opportunity-solution-tree/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2023-12-06 |
| Other date type | displayed_article_date_type_unspecified |
| Provenance / confidence status | verified_displayed_date_type_unspecified |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.producttalk.org/opportunity-solution-trees/). Requested /2016/08/opportunity-solution-tree/ URL redirects to /opportunity-solution-trees/. Current article header shows 06 Dec 2023; it does not label this as original publication or revision. URL-embedded 2016 is not used as date evidence.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-13"></a>
### comm-13 — GDS collaborative research analysis

[Analyse a research session](https://www.gov.uk/service-manual/user-research/analyse-a-research-session)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | 2016-05-24 |
| Updated | 2016-05-24 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_explicit_publication_and_update |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.gov.uk/service-manual/user-research/analyse-a-research-session). Updates to this page explicitly labels both publication and last update 24 May 2016; first-publication history matches.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-14"></a>
### comm-14 — GDS moderated usability session

[Using moderated usability testing](https://www.gov.uk/service-manual/user-research/using-moderated-usability-testing)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | 2017-02-21 |
| Updated | 2017-10-03 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_explicit_publication_and_update |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.gov.uk/service-manual/user-research/using-moderated-usability-testing). Updates to this page explicitly labels Published 21 February 2017 and Last updated 3 October 2017; update history explains the change.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-15"></a>
### comm-15 — IDEO.org field-learning download

[Download Your Learnings](https://www.designkit.org/methods/download-your-learnings.html)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.designkit.org/methods/download-your-learnings.html). Original Design Kit method page reopened. No publication/update label established in retrieved text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-16"></a>
### comm-16 — NN/g open card sorting

[Card Sorting: Uncover Users' Mental Models](https://www.nngroup.com/articles/card-sorting-definition/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | 2024-02-02 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_publication_date |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.nngroup.com/articles/card-sorting-definition/). Author/title block displays February 2, 2024 and 2024-02-02. Recorded as displayed publication date; no separate update date found.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-17"></a>
### comm-17 — IBM user-journey playback

[Enterprise Design Thinking Framework](https://www.ibm.com/training/enterprise-design-thinking/framework)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.ibm.com/training/enterprise-design-thinking/framework). Original IBM framework page reopened. No page publication/update label established; dates from separate downloadable toolkit assets are not assigned to this page.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-19"></a>
### comm-19 — Atlassian DACI decision record

[DACI Decision-Making Framework](https://www.atlassian.com/team-playbook/plays/daci)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.atlassian.com/team-playbook/plays/daci). Original DACI play reopened. No publication/update label established. Footer copyright 2025 is not a publication date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-20"></a>
### comm-20 — Atlassian project premortem

[Pre-mortem project management strategy](https://www.atlassian.com/team-playbook/plays/pre-mortem)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.atlassian.com/team-playbook/plays/pre-mortem). Original premortem play reopened. No publication/update label established; timing estimates refer to the workshop, not publication.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-21"></a>
### comm-21 — Nesta theory-of-change construction

[Understanding the theory of change model](https://www.nesta.org.uk/toolkit/theory-change/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_stated_in_retrieved_page |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.nesta.org.uk/toolkit/theory-change/). Original Nesta toolkit page reopened and checked for date labels. No publication/update date established; footer copyright year is excluded.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-22"></a>
### comm-22 — Outcome Harvesting for strategic learning

[Outcome harvesting](https://www.betterevaluation.org/methods-approaches/approaches/outcome-harvesting)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unavailable_retrieval_limited |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.betterevaluation.org/methods-approaches/approaches/outcome-harvesting). Direct original-page opens returned an internal retrieval error in this pass; search returned original-page text but no page publication/update label. Dates 2012 and 2013 describe a cited external guide, not this page. Date remains unavailable.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-23"></a>
### comm-23 — Zapier's AI proposal pressure-test

[How I AI: Zapier EA Cortney Hickey's 4 AI Workflows for Meeting Prep, Culture Reinforcement, and Strategy](https://www.chatprd.ai/how-i-ai/ea-ai-workflows-for-meetings-culture-and-strategy)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2025-12-15 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_publication_date |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.chatprd.ai/how-i-ai/ea-ai-workflows-for-meetings-culture-and-strategy). Original How I AI article header displays December 15, 2025 beside reading time. Article date is not independently verified recording or video-upload date; no separate update label found.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Firsthand Zapier EA account of a custom GPT process. Brex and WorkOS sponsor the episode; neither is the evaluated GPT/workflow vendor. ChatPRD hosts the interview but this is not a ChatPRD customer-success case.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-comm-24"></a>
### comm-24 — Zapier's source-grounded strategy companion

[How I AI: Zapier EA Cortney Hickey's 4 AI Workflows for Meeting Prep, Culture Reinforcement, and Strategy](https://www.chatprd.ai/how-i-ai/ea-ai-workflows-for-meetings-culture-and-strategy)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2025-12-15 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_publication_date |
| Metadata checked at | 2026-10-18T03:01:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.chatprd.ai/how-i-ai/ea-ai-workflows-for-meetings-culture-and-strategy). Same original How I AI article as comm-23: header displays December 15, 2025. Article date is not independently verified recording or video-upload date; no separate update label found.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Firsthand Zapier EA account of NotebookLM practice. Episode sponsors Brex and WorkOS are unrelated to the evaluated tool; disclose commercial host context without inferring effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-fin-01"></a>
### OP-FIN-01 — GitLab balance-sheet reconciliation

[Accounting and Reporting — Account Reconciliation Policy](https://handbook.gitlab.com/handbook/finance/accounting/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-03-18 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_publication_or_update |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/finance/accounting/). Page footer explicitly says Last modified March 18, 2026. This is page-level modification, not a verified change date for the reconciliation subsection. No publication date displayed.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-fin-02"></a>
### OP-FIN-02 — GitLab supplier-invoice intake

[Accounts Payable](https://handbook.gitlab.com/handbook/finance/accounts-payable/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-15 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_publication_or_update |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/finance/accounts-payable/). Page footer explicitly says Last modified September 15, 2026. No publication date displayed.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-fin-03"></a>
### OP-FIN-03 — Houston bank-to-ledger reconciliation

[03.G.06 — Bank Account Reconciliation Procedures](https://www.uhsystem.edu/resources/compliance-ethics/uhs-policies/sams/03-fiscal-affairs/03g06/index.php)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2022-01-10 |
| Other date type | policy_last_reviewed_or_revised |
| Provenance / confidence status | verified_other_date_only |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.uhsystem.edu/resources/compliance-ethics/uhs-policies/sams/03-fiscal-affairs/03g06/index.php). Policy footer labels 01/10/2022 Last Reviewed/Revised; also labels 03/08/2002 Issued. US date ordering used. These are policy dates, not verified webpage publication or update dates.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-fin-04"></a>
### OP-FIN-04 — State Tech journal-entry approval

[Journal Entry Preparation and Approval Policy](https://statetechmo.edu/journal-entry-preparation-and-approval-policy/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2025-10-22 |
| Other date type | policy_effective_and_approval |
| Provenance / confidence status | verified_other_date_only |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://statetechmo.edu/journal-entry-preparation-and-approval-policy/). Policy explicitly labels October 22, 2025 as both effective date and presidential approval date. Webpage publication/update dates not displayed.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-fin-05"></a>
### OP-FIN-05 — FinOps cost-anomaly investigation

[Anomaly Management — FinOps Framework](https://www.finops.org/framework/capabilities/anomaly-management/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.finops.org/framework/capabilities/anomaly-management/). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-eng-01"></a>
### OP-ENG-01 — PagerDuty NTP incident recovery

[SRE Workbook — Incident Response, PagerDuty case](https://sre.google/workbook/incident-response/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2017-10-06 |
| Other date type | reported_incident_date |
| Provenance / confidence status | verified_other_date_only |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://sre.google/workbook/incident-response/). Case text dates the PagerDuty incident October 6, 2017. Footer gives book copyright 2018, which is not treated as webpage publication. Chapter publication and update dates not established.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-eng-02"></a>
### OP-ENG-02 — PagerDuty evidence-linked postmortem

[Postmortem Process](https://response.pagerduty.com/after/post_mortem_process/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://response.pagerduty.com/after/post_mortem_process/). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-eng-03"></a>
### OP-ENG-03 — Amazon two-phase protocol rollout

[Ensuring rollback safety during deployments](https://builder.aws.com/content/3F04j2yRAAMBuPSPs50xwXZqg01/ensuring-rollback-safety-during-deployments)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2019-12-05 |
| Updated | 2019-12-05 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_publication_or_update |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://builder.aws.com/content/3F04j2yRAAMBuPSPs50xwXZqg01/ensuring-rollback-safety-during-deployments). Article heading explicitly displays Published Dec 5, 2019 and Last modified Dec 5, 2019.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-eng-04"></a>
### OP-ENG-04 — Mozilla defect triage

[Triage for Bugzilla](https://firefox-source-docs.mozilla.org/bug-mgmt/policies/triage-bugzilla.html)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://firefox-source-docs.mozilla.org/bug-mgmt/policies/triage-bugzilla.html). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-eng-05"></a>
### OP-ENG-05 — GitLab scoped access request

[Access Requests (AR) in Compass FAQs](https://handbook.gitlab.com/handbook/eta/corporate-it/end-user-services/access-requests/frequently-asked-questions/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-15 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_publication_or_update |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/eta/corporate-it/end-user-services/access-requests/frequently-asked-questions/). Page footer explicitly says Last modified September 15, 2026. Original publication date not displayed.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-leg-01"></a>
### OP-LEG-01 — ICO subject-access response preparation

[How to deal with a request for information: a step-by-step guide](https://ico.org.uk/for-organisations/advice-for-small-organisations/subject-access-requests-sar/how-to-deal-with-a-request-for-information-a-step-by-step-guide/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://ico.org.uk/for-organisations/advice-for-small-organisations/subject-access-requests-sar/how-to-deal-with-a-request-for-information-a-step-by-step-guide/). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-leg-02"></a>
### OP-LEG-02 — ICO data-protection impact assessment

[How do we do a DPIA?](https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/accountability-and-governance/data-protection-impact-assessments-dpias/how-do-we-do-a-dpia/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/accountability-and-governance/data-protection-impact-assessments-dpias/how-do-we-do-a-dpia/). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-leg-03"></a>
### OP-LEG-03 — Queen's contract-review intake and completion

[Contract Review](https://www.queensu.ca/secretariat/legal-counsel/contract-review)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.queensu.ca/secretariat/legal-counsel/contract-review). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-leg-04"></a>
### OP-LEG-04 — Teachers College conflict-management plan

[Management Procedures — Conflict of Interest](https://www.tc.columbia.edu/vpa/coi/management-procedures/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.tc.columbia.edu/vpa/coi/management-procedures/). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-leg-05"></a>
### OP-LEG-05 — CWU litigation-hold preservation

[InfoSec-Standard-009 — Litigation Hold Standard](https://www.cwu.edu/about/offices/information-services/policy-management/standards-procedures/litigation-hold-standard.php)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-06-15 |
| Other date type | standard_effective_and_review |
| Provenance / confidence status | verified_other_date_only |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.cwu.edu/about/offices/information-services/policy-management/standards-procedures/litigation-hold-standard.php). Standard header says Effective June 15, 2026; history says Review/Effective Date 06/15/26. Scheduled review year 2030 is not a past update. Webpage publication/update dates not established.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-proc-01"></a>
### OP-PROC-01 — Scottish technical-tender moderation

[Technical Evaluation — Route 3](https://procurementjourney.scot/index.php/route-3/evaluation/technical-evaluation)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://procurementjourney.scot/index.php/route-3/evaluation/technical-evaluation). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-proc-02"></a>
### OP-PROC-02 — Federal proposed-price analysis

[FAR 15.404-1 — Proposal analysis techniques](https://www.acquisition.gov/far/15.404-1)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-03-13 |
| Other date type | displayed_FAC_edition_effective_date |
| Provenance / confidence status | verified_other_date_only |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.acquisition.gov/far/15.404-1). Page header identifies FAC 2026-01, Effective Date 03/13/2026. This is the displayed FAR compilation edition, not proof this section changed on that date, and not webpage publication/update.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-proc-03"></a>
### OP-PROC-03 — Logistics Cluster blind stock spot-check

[Monitoring and Counting — Logistics Operational Guide](https://log.logcluster.org/en/monitoring-and-counting)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://log.logcluster.org/en/monitoring-and-counting). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-proc-04"></a>
### OP-PROC-04 — Tennessee receipt-to-invoice match

[Procedure for FI0405: Procurement — Receiving Materials](https://policy.tennessee.edu/procedure/procedure-for-fi0405-procurement-receiving-materials/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2024-08-30 |
| Other date type | procedure_effective |
| Provenance / confidence status | verified_other_date_only |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://policy.tennessee.edu/procedure/procedure-for-fi0405-procurement-receiving-materials/). Procedure footer explicitly says Version 1, Effective 08/30/2024. No separate webpage publication/update date displayed.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-proc-05"></a>
### OP-PROC-05 — Scottish supplier-performance correction

[Contract and Supplier Management Guidance for Non-Procurement Staff — Route 2](https://www.procurementjourney.scot/route-2/contract-and-supplier-management/contract-and-supplier-management-guidance-non-procurement)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.procurementjourney.scot/route-2/contract-and-supplier-management/contract-and-supplier-management-guidance-non-procurement). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-op-proc-06"></a>
### OP-PROC-06 — Scottish contract-variation control

[Variations / Extensions / Amendments — Route 3](https://www.procurementjourney.scot/index.php/route-3/contract-and-supplier-management/variations-extensions-amendments)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found_in_accessible_source |
| Metadata checked at | 2026-10-18T03:00:44Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.procurementjourney.scot/index.php/route-3/contract-and-supplier-management/variations-extensions-amendments). Original page reopened and accessible page text checked. No explicit publication or last-update date found. Access/crawl dates and generic copyright notices are not publication dates; hidden metadata or complete version history not verified.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-01"></a>
### svc-01 — Prepare and iterate a discovery conversation

[Effective Discovery](https://handbook.gitlab.com/handbook/sales/playbook/discovery/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-24 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/sales/playbook/discovery/). Original handbook footer explicitly states Last modified 2026-09-24. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-02"></a>
### svc-02 — Maintain a reviewed opportunity plan

[Command Plan](https://handbook.gitlab.com/handbook/sales/command-of-the-message/command-plan/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-24 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/sales/command-of-the-message/command-plan/). Original handbook footer explicitly states Last modified 2026-09-24. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-03"></a>
### svc-03 — Hand off a qualified opportunity

[Sales Development](https://handbook.gitlab.com/handbook/sales/sales-development/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-29 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/sales/sales-development/). Original handbook footer explicitly states Last modified 2026-09-29. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-07"></a>
### svc-07 — Triage a support request to the right route

[Triaging Tickets](https://handbook.gitlab.com/handbook/support/workflows/ticket_triage/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-07-29 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/support/workflows/ticket_triage/). Original handbook footer explicitly states Last modified 2026-07-29. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-08"></a>
### svc-08 — Coordinate an account escalation through agreed closure

[Customer Success Escalations Process](https://handbook.gitlab.com/handbook/customer-experience/csm/escalations/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-24 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/customer-experience/csm/escalations/). Original handbook footer explicitly states Last modified 2026-09-24. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-09"></a>
### svc-09 — Respond to a customer emergency

[How to Perform Customer Emergencies Duties](https://handbook.gitlab.com/handbook/support/workflows/customer_emergencies_workflows/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-24 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/support/workflows/customer_emergencies_workflows/). Original handbook footer explicitly states Last modified 2026-09-24. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-10"></a>
### svc-10 — Turn customer feedback into prioritized improvements

[How To Collect and Act on Customer Service Feedback](https://www.helpscout.com/blog/customer-feedback/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2025-10-20 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_published_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.helpscout.com/blog/customer-feedback/). Original page's article header/byline displays 2025-10-20; treated as the displayed article publication date. No distinct last-updated date found in retrieved text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Cars Commerce practitioner describes support-feedback practices on Help Scout’s blog; distinguish these from adjacent Help Scout product recommendations.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-12"></a>
### svc-12 — Investigate a service complaint and communicate findings

[Model complaint handling procedure: NHS Complaint Standards](https://www.ombudsman.org.uk/sites/default/files/MCHP_NHS_CS_Dec_2022.pdf)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2022-12 |
| Other date type | filename_indicated_month |
| Provenance / confidence status | filename_hint_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.ombudsman.org.uk/sites/default/files/MCHP_NHS_CS_Dec_2022.pdf). Original PDF reopened; filename MCHP_NHS_CS_Dec_2022.pdf indicates December 2022. No publication or revision date verified in extracted PDF text; text search for 2022 returns no match. The filename hint is not a verified publication date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-13"></a>
### svc-13 — Define a role before assessing applicants

[How We Hire: A Look Inside Our Hiring Process](https://buffer.com/resources/hiring-process/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2018-03-14 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_published_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://buffer.com/resources/hiring-process/). Original page's article header/byline displays 2018-03-14; treated as the displayed article publication date. No distinct last-updated date found in retrieved text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-14"></a>
### svc-14 — Prepare a candidate-facing question guide

[We Send A Q&A Doc To Candidates Before We Meet Them: Here’s Why and How](https://buffer.com/resources/buffer-q-a-doc/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2026-07-28 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_published_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://buffer.com/resources/buffer-q-a-doc/). Original page's article header/byline displays 2026-07-28; treated as the displayed article publication date. No distinct last-updated date found in retrieved text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-15"></a>
### svc-15 — Reconcile independent performance reviews

[How We Run Performance Reviews At Buffer And Why I Have Mixed Feelings About Them](https://buffer.com/resources/performance-reviews-mixed-feelings/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2023-08-10 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_published_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://buffer.com/resources/performance-reviews-mixed-feelings/). Original page's article header/byline displays 2023-08-10; treated as the displayed article publication date. No distinct last-updated date found in retrieved text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-16"></a>
### svc-16 — Track onboarding obligations to closure

[GitLab Onboarding](https://handbook.gitlab.com/handbook/people-group/general-onboarding/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-13 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/people-group/general-onboarding/). Original handbook footer explicitly states Last modified 2026-09-13. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-17"></a>
### svc-17 — Coordinate a voluntary departure and access closure

[GitLab Offboarding](https://handbook.gitlab.com/handbook/people-group/offboarding/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-09-13 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/people-group/offboarding/). Original handbook footer explicitly states Last modified 2026-09-13. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-18"></a>
### svc-18 — Evaluate a realistic work sample with feedback

[Work With Us](https://automattic.com/work-with-us/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://automattic.com/work-with-us/). Original source page retrieved and inspected for article-level publication/update dates. No publication or last-updated date established from rendered text. Copyright years, linked article dates, relative search dates and crawl dates are excluded.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-19"></a>
### svc-19 — Turn a retrospective into assigned improvements

[Agile tools and techniques](https://www.gov.uk/service-manual/agile-delivery/agile-tools-techniques)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | 2016-02-16 |
| Updated | 2026-03-31 |
| Other date | 2016-01-05 |
| Other date type | conflicting_first_publication_history_entry |
| Provenance / confidence status | verified_dates_with_publication_conflict |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.gov.uk/service-manual/agile-delivery/agile-tools-techniques). Original GOV.UK Updates to this page labels Published: 16 February 2016 and Last updated: 31 March 2026. The same history lists 5 January 2016 as Guidance first published. Both indicators are preserved; original publication conflict remains unresolved.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-20"></a>
### svc-20 — Maintain an evidence-informed roadmap

[Developing a roadmap](https://www.gov.uk/service-manual/agile-delivery/developing-a-roadmap)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | 2017-11-16 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_published_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.gov.uk/service-manual/agile-delivery/developing-a-roadmap). Original GOV.UK page explicitly labels Published: 16 November 2017. No last-updated field appears in retrieved text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-22"></a>
### svc-22 — Map dependencies and assign review loops

[Dependency Mapping](https://www.atlassian.com/team-playbook/plays/dependency-mapping)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.atlassian.com/team-playbook/plays/dependency-mapping). Original source page retrieved and inspected for article-level publication/update dates. No publication or last-updated date established from rendered text. Copyright years, linked article dates, relative search dates and crawl dates are excluded.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-23"></a>
### svc-23 — Review a purchase request through an approval queue

[Zip End Users Guide](https://handbook.gitlab.com/handbook/business-technology/enterprise-applications/guides/zip-guide/)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-05-27 |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_updated_only |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://handbook.gitlab.com/handbook/business-technology/enterprise-applications/guides/zip-guide/). Original handbook footer explicitly states Last modified 2026-05-27. Original publication date is not provided in retrieved text. This is page-level modification, not proof that this workflow changed on that date; several entries concern handbook-wide renaming.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-svc-24"></a>
### svc-24 — Audit recent decisions to reduce avoidable delay

[Decision-Making Retro](https://www.atlassian.com/team-playbook/plays/decision-making-retro)

Evidence: documented-procedure

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | not_found |
| Metadata checked at | 2026-10-18T03:00:27Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.atlassian.com/team-playbook/plays/decision-making-retro). Original source page retrieved and inspected for article-level publication/update dates. No publication or last-updated date established from rendered text. Copyright years, linked article dates, relative search dates and crawl dates are excluded.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `ordinary_documented_operating_procedure`. Institutional or method-author operating guidance documents this procedure; no tool-seller customer-success claim is admitted.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xops-01"></a>
### XOPS-01 — Toyota turns mail-arrival polling into shared ownership

[Transforming Administrative Tasks--Digital Notifications for Internal Mail](https://toyotatimes.jp/en/series/Imaginative_and_creative/003.html)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2025-03-04 |
| Other date type | displayed_article_date_type_unspecified |
| Provenance / confidence status | verified_displayed_date_type_unspecified |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://toyotatimes.jp/en/series/Imaginative_and_creative/003.html). Page displays 2025-03-04 without separately labeling publication versus update.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xops-04"></a>
### XOPS-04 — DHL turns booking correspondence into shipment records

[Capital Market Briefing: Update Oscar de Bok, slide 13](https://group.dhl.com/content/dam/deutschepostdhl/de/media-center/investors/documents/capital-markets-days/DHL-Group-DGFF-Capital-Market-Briefing-London-March-2026.pdf)

Evidence: organization-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-03-31 |
| Other date type | presentation_event_date |
| Provenance / confidence status | verified_event_date_only |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://group.dhl.com/content/dam/deutschepostdhl/de/media-center/investors/documents/capital-markets-days/DHL-Group-DGFF-Capital-Market-Briefing-London-March-2026.pdf). Cover and slide 13 identify Capital Market Briefing, London, 31 March 2026. This is the presentation date; upload/publication date not established.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xops-07"></a>
### XOPS-07 — Hilton Tokyo Bay uses waste evidence to revise preparation and purchasing

[Hotels in Asia Pacific Tackling Food Waste](https://stories.hilton.com/apac/releases/savoring-sustainability-hotels-in-asia-pacific-tackling-food-waste)

Evidence: organization-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2024-08-15 |
| Other date type | displayed_article_date_type_unspecified |
| Provenance / confidence status | verified_displayed_date_type_unspecified |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://stories.hilton.com/apac/releases/savoring-sustainability-hotels-in-asia-pacific-tackling-food-waste). News Releases header displays August 15, 2024; no separate update history established.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xops-09"></a>
### XOPS-09 — Singapore General Hospital reconciles daily service charges with exceptions

[Enhancing patient care operations](https://www.singhealth.com.sg/news/singapore-health/enhancing-patient-care-operations)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2024-01-10 |
| Other date type | displayed_article_date_type_unspecified |
| Provenance / confidence status | verified_displayed_date_type_unspecified |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.singhealth.com.sg/news/singapore-health/enhancing-patient-care-operations). Page displays 2024-01-10 without separately labeling publication versus update.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xops-10"></a>
### XOPS-10 — Singapore General Hospital turns fragmented bill enquiries into one service

[Digital-first, counter-less strategy takes shape in SGH](https://www.singhealth.com.sg/news/Lighternotes/digital-first-counter-less-strategy-takes-shape-in-sgh)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2021-05-31 |
| Other date type | displayed_article_date_type_unspecified |
| Provenance / confidence status | verified_displayed_date_type_unspecified |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.singhealth.com.sg/news/Lighternotes/digital-first-counter-less-strategy-takes-shape-in-sgh). Page displays 2021-05-31 without separately labeling publication versus update.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xops-12"></a>
### XOPS-12 — Mayo Clinic converts referral documents into a reviewed cover sheet

[How Intelligent Automation Is Transforming Patient Referrals](https://mayomagazine.mayoclinic.org/2026/06/accelerating-hope/)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2024-07 |
| Other date type | reported_system_launch_month |
| Provenance / confidence status | verified_event_date_only |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://mayomagazine.mayoclinic.org/2026/06/accelerating-hope/). Body explicitly states July 2024 launch. URL includes 2026/06 but no displayed publication date was established; URL date is not promoted to publication metadata.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xcre-01"></a>
### XCRE-01 — Barefoot turns shared practice into co-authored guidance

[Ten years of Barefoot Guides for Social Change: Unlocking collective generosity and intelligence](https://www.barefootguide.org/our-story)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 6/5/2017 |
| Other date type | Displayed partial date or event date; see note |
| Provenance / confidence status | ambiguous_displayed_date |
| Metadata checked at | 2026-10-18T03:17:07.984838+00:00 |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.barefootguide.org/our-story). Page displays 6/5/2017, ambiguous day/month order. Narrative names 2006 workshops and 2007 publication; neither is the page publication date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xcre-04"></a>
### XCRE-04 — UCA develops a shared digital strategy through flexible workshops

[Using consultancy to enable digital transformation](https://www.jisc.ac.uk/case-studies/using-consultancy-to-enable-digital-transformation)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | 2025-01-14 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_date |
| Metadata checked at | 2026-10-18T03:17:07.984873+00:00 |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.jisc.ac.uk/case-studies/using-consultancy-to-enable-digital-transformation). Article displays 2025-01-14. No updated date observed.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `vendor_customer_or_product_promotional_story`. Jisc service-provider story has additional client-side practitioner corroboration in an EUNIS paper; usable only as a process reference with the dependency disclosed.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

Corroboration accepted: [source](https://easychair.org/publications/paper/4TZv/open). Jim Nottingham is UCA’s Information and Digital Services Director and Jisc member; coauthor Paula McIver Nottingham is a Middlesex academic. Client-side publication, not independent evaluation. EUNIS 2025 paper describes stakeholder interviews/workshops, approved strategy and problems in earlier change. Draws partly on Jisc research and cites the vendor case, so corroboration is limited to participant-reported process and practical learning.

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2025 |
| Other date type | printed_proceedings_year |
| Provenance / confidence status | See evidence note and source relationship; no separate status supplied |
| Metadata checked at | 2026-10-18T03:26:44.526806+00:00 |
| Access date | unknown |

Evidence: [date source](https://easychair.org/publications/paper/4TZv/open). PDF page 1 states EPiC Series in Computing volume 107, 2025; day/month publication and update unknown.

<a id="case-xcre-05"></a>
### XCRE-05 — Oxford interprets anonymized staff survey feedback with AI

[Survey analysis and insight with Copilot and Gemini](https://oerc.ox.ac.uk/ai-centre/ai-in-professional-services-case-studies/survey-analysis-and-insight-with-copilot-and-gemini)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_publication_date |
| Metadata checked at | 2026-10-18T03:17:07.984877+00:00 |
| Access date | 2026-10-18 |

Evidence: [date source](https://oerc.ox.ac.uk/ai-centre/ai-in-professional-services-case-studies/survey-analysis-and-insight-with-copilot-and-gemini). No publication or update date observed in accessible article text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xcre-06"></a>
### XCRE-06 — Oxford grants staff co-design internal tools with ChatGPT

[Generative AI as a design partner for process improvement](https://oerc.ox.ac.uk/ai-centre/ai-in-professional-services-case-studies/generative-ai-as-a-design-partner-for-process-improvement)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_publication_date |
| Metadata checked at | 2026-10-18T03:17:07.984882+00:00 |
| Access date | 2026-10-18 |

Evidence: [date source](https://oerc.ox.ac.uk/ai-centre/ai-in-professional-services-case-studies/generative-ai-as-a-design-partner-for-process-improvement). No publication or update date observed in accessible article text.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xcre-08"></a>
### XCRE-08 — La Cadera de Eva connects editorial signals with audience judgment

[From intuition to intelligence: Building a data-driven newsroom tool](https://www.journalismai.info/blog/from-intuition-to-intelligence-building-a-data-driven-newsroom-tool)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 17 Mar |
| Other date type | Displayed partial date or event date; see note |
| Provenance / confidence status | partial_displayed_date |
| Metadata checked at | 2026-10-18T03:17:07.984891+00:00 |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.journalismai.info/blog/from-intuition-to-intelligence-building-a-data-driven-newsroom-tool). Article displays 17 Mar without a year. Search relative publication metadata is not used to invent a full date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="case-xcre-09"></a>
### XCRE-09 — A journalist develops a narrative-game storytelling prototype

[Gaming the censors: A new way to tell China’s untold stories](https://www.journalismai.info/blog/gaming-the-censors-a-new-way-to-tell-chinas-untold-stories)

Evidence: practitioner-reported

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 31 Mar |
| Other date type | Displayed partial date or event date; see note |
| Provenance / confidence status | partial_displayed_date |
| Metadata checked at | 2026-10-18T03:17:07.984895+00:00 |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.journalismai.info/blog/gaming-the-censors-a-new-way-to-tell-chinas-untold-stories). Article displays 31 Mar without a year. No full publication date inferred.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Participant account supports a prototype and mentor/peer feedback, not public deployment, audience impact or independently evaluated usefulness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

## Social sources

<a id="social-soc01"></a>
### SOC01 — Content Repurposing FACTORY

[Content Repurposing FACTORY](https://www.youtube.com/watch?v=u9gwOtjiYnI)

Static JSON reveals a two-branch draft generator, not demonstrated viral performance. Both prompts explicitly request invented metrics when source evidence lacks them.

Evidence: creator-reported-or-static-artifact. Sponsorship/relationships: Promotes implementation services, community and newsletter; sponsorship not established.

**Cautionary only; not a successful or copy-as-is recommendation.**

#### Source date entry 1

| Field | Value |
|---|---|
| Publication | 2025-07-09 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | provisional_indexed_original_metadata |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.youtube.com/watch?v=u9gwOtjiYnI). Initial public search index returned YouTube title, creator, description and Published: 2025-07-09. Direct video fetch failed. Exact-video-ID/date search on final check returned no results; initial indexed retrieval is retained, not upgraded.

#### Source date entry 2

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_date |
| Metadata checked at | 2026-10-18T03:17:43.174030+00:00 |
| Access date | unknown |

Evidence: [date source](https://github.com/lucaswalter/n8n-ai-automations/blob/main/content_repurposing_factory.json). Static public template retrieved. No creation/update timestamp established; current template may differ from original video.

#### Source date entry 3

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_date |
| Metadata checked at | 2026-10-18T03:17:43.174030+00:00 |
| Access date | unknown |

Evidence: [date source](https://github.com/lucaswalter/n8n-ai-automations). README links exact original YouTube video to template; no README publication/update date established.

#### Source date entry 4

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2025-07-09T14:35:30Z |
| Other date type | latest_file_commit_committer_timestamp |
| Provenance / confidence status | verified_repository_commit_timestamp |
| Metadata checked at | 2026-10-18T03:18:20.211974+00:00 |
| Access date | unknown |

Evidence: [date source](https://api.github.com/repos/lucaswalter/n8n-ai-automations/commits?path=content_repurposing_factory.json&per_page=1). GitHub commits API returns this latest file commit; author timestamp 2025-07-09T14:35:17Z. Commit message says adds workflow. Neither is a verified YouTube upload date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Public creator-owned static template supports mechanism and a concrete failure finding: prompts instruct invented metrics. Eligible only for cautionary anatomy, never as a successful/ready-to-copy workflow.

Allowed use: `cautionary_mechanism_only`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="social-soc02"></a>
### SOC02 — Build the Context That Makes AI Data Agents Reliable

[Build the Context That Makes AI Data Agents Reliable](https://www.youtube.com/watch?v=LsaPQ5eQUyA)

Creator reports a fresh-session retention comparison and shared YAML definitions; this session explicitly does not run the demo.

Evidence: creator-reported-or-static-artifact. Sponsorship/relationships: Free workshop promotes paid courses; no separate sponsor established.

#### Source date entry 1

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_original_date |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.youtube.com/watch?v=LsaPQ5eQUyA). YouTube upload/update dates remain unknown. August 5 is the workshop event date in companion sources, not established upload date.

#### Source date entry 2

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-08-05 |
| Other date type | workshop_event_date |
| Provenance / confidence status | verified_event_date_only |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://aianalystlab.ai/workshops/build-the-context-that-makes-ai-data-agents-reliable/). Creator transcript page header identifies the August 5 workshop. No separate article publication/update date displayed.

#### Source date entry 3

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-08-05 |
| Other date type | workshop_event_date |
| Provenance / confidence status | verified_event_date_only |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://maven.com/p/34e8f6). Maven lesson header dates the session August 5, 2026; reopened in metadata check. Chapter list verified as text only. Does not establish YouTube upload date.

#### Source date entry 4

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-08-05 |
| Other date type | workshop_event_date |
| Provenance / confidence status | verified_event_date_only |
| Metadata checked at | 2026-10-18T03:17:43.174030+00:00 |
| Access date | unknown |

Evidence: [date source](https://aianalystlab.ai/workshops/build-the-context-that-makes-ai-data-agents-reliable/). Header states workshop event date, not article or YouTube publication date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Creator transcript supports a reported small comparison and shared-definition practice; training promotion is disclosed, no independent trial or causal effectiveness established.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="social-soc03"></a>
### SOC03 — LLM Wiki

[LLM Wiki](https://x.com/karpathy/status/2039805659525644595)

Author describes working beside Obsidian and supplies an abstract operating pattern, explicitly not a specific implementation.

Evidence: creator-reported-or-static-artifact. Sponsorship/relationships: No sponsorship disclosed in gist.

#### Source date entry 1

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_original_date |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://x.com/karpathy/status/2039805659525644595). Original X fetch returned 403. Secondary sources disagree about post timing; no original X publication/update date established.

#### Source date entry 2

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-04-04T16:25 |
| Other date type | gist_creation_timestamp_timezone_unspecified |
| Provenance / confidence status | verified_gist_creation_only |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://gist.github.com/karpathy/442a6bf555914893e9891c11519de94f). Original gist header explicitly gives creation timestamp. No last-update date established. Comments are separate third-party artifacts.

#### Source date entry 3

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-04-04T16:25 |
| Other date type | gist_creation_timestamp_timezone_unspecified |
| Provenance / confidence status | verified_gist_creation_only |
| Metadata checked at | 2026-10-18T03:17:43.174030+00:00 |
| Access date | unknown |

Evidence: [date source](https://gist.github.com/karpathy/442a6bf555914893e9891c11519de94f). Gist header creation timestamp; timezone unspecified. Original X date not inferred.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Creator’s original gist supports an abstract operating pattern and author-reported use; not a tested packaged build or proof of effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="social-soc06"></a>
### SOC06 — The Future of RAG is Agentic

[The Future of RAG is Agentic](https://www.youtube.com/watch?v=_R-ff4ZMLC8)

Timestamped creator transcript describes expanding retrieval from ranked chunks to page listing and complete-page reconstruction.

Evidence: creator-reported-or-static-artifact. Sponsorship/relationships: GPUStack sponsorship explicitly disclosed at transcript 21:36; retain separately from recommendations.

#### Source date entry 1

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2025-01-15 |
| Other date type | creator_summary_reported_video_publication_date_disputed |
| Provenance / confidence status | unresolved_conflicting_reported_dates |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.youtube.com/watch?v=_R-ff4ZMLC8). Creator-owned summary reports January 15; secondary Glasp index reports January 16. Direct original-video publication metadata was not established, so published remains null.

#### Source date entry 2

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | 2026-07-21 |
| Other date | 2026-07-21 |
| Other date type | summary_frontmatter_created_date |
| Provenance / confidence status | author_metadata_summary_dates |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://github.com/coleam00/cole-medin-knowledge-base/blob/main/sources/the-future-of-rag-is-agentic-learn-this-strategy-now.md). Creator-owned GitHub summary frontmatter states created and updated July 21, 2026. Its published field refers to the video (January 15), not this summary. These are author-provided frontmatter dates, not independently established Git commit dates.

#### Source date entry 3

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://github.com/coleam00/ottomator-agents). No publication/update date established for this companion source; no inference from search crawl dates or relative age.

#### Source date entry 4

| Field | Value |
|---|---|
| Publication | 2025-01-15 |
| Updated | unknown |
| Other date | 2026-07-21 |
| Other date type | transcript_fetched_at |
| Provenance / confidence status | creator_transcript_reports_original_date |
| Metadata checked at | 2026-10-18T03:17:43.174030+00:00 |
| Access date | unknown |

Evidence: [date source](https://raw.githubusercontent.com/coleam00/cole-medin-knowledge-base/main/raw/the-future-of-rag-is-agentic-learn-this-strategy-now.md). Creator-hosted transcript front matter reports source video published date; not independently checked against YouTube. Fetched timestamp belongs to transcript ingestion.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Creator-owned transcript supports retrieval mechanics and reported failure/retest. GPUStack sponsorship is an isolated ad at 21:36–23:32; demonstrated stack uses OpenAI and Supabase, not GPUStack. Retain mechanism evidence, not sponsor or performance claims.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="social-soc07"></a>
### SOC07 — Meeting-to-task agent with Airtable and Fireflies

[Meeting-to-task agent with Airtable and Fireflies](https://www.youtube.com/watch?v=0TyX7G00x3A)

Creator walkthrough describes a webhook-triggered chain that changes task and communication systems.

Evidence: creator-reported-or-static-artifact. Sponsorship/relationships: Vendor-hosted community template; no separate sponsorship disclosed.

#### Source date entry 1

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_original_date |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.youtube.com/watch?v=0TyX7G00x3A). Exact original video publication/update dates unavailable. Final exact-ID/date search returned no results. Companion relative update age is deliberately not converted to a date.

#### Source date entry 2

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_exact_dates_relative_age_excluded |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://n8n.io/workflows/2683-ai-agent-for-project-management-and-meetings-with-airtable-and-fireflies/). Creator template has relative last-update age only. No exact publication/update date established; no date inferred from relative age.

#### Source date entry 3

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 8 months ago |
| Other date type | relative_last_update_label |
| Provenance / confidence status | relative_label_only |
| Metadata checked at | 2026-10-18T03:17:43.174030+00:00 |
| Access date | unknown |

Evidence: [date source](https://n8n.io/workflows/2683-ai-agent-for-project-management-and-meetings-with-airtable-and-fireflies/). Page displays relative Last update 8 months ago; do not convert rounded relative label into exact date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Named creator’s public n8n community template supports specified automation mechanics; vendor hosting does not by itself make it a vendor-authored customer success story. No run or usefulness verification.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="social-soc09"></a>
### SOC09 — Build an AI Analyst with Claude Code

[Build an AI Analyst with Claude Code](https://www.youtube.com/watch?v=L3vmxY7mkNQ)

Public creator notes describe monitoring queries, investigating changes with Slack/Linear/code context, crafting findings, and estimating impact. Query-size limits and timeouts guard the context window.

Evidence: creator-reported-or-static-artifact. Sponsorship/relationships: Creator article explicitly sponsored by Glue.

#### Source date entry 1

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_original_date |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.youtube.com/watch?v=L3vmxY7mkNQ). Original YouTube identity verified through creator link, but accessible video page did not expose upload/update metadata. January 18 dates creator companion article.

#### Source date entry 2

| Field | Value |
|---|---|
| Publication | 2026-01-18 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_companion_article_publication |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://creatoreconomy.so/p/build-an-ai-data-analyst-with-claude-code-sumeet). Public creator article byline explicitly dates January 18, 2026. No separate update date displayed; not treated as video upload verification.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Brex data practitioner describes Claude Code mechanics. Glue sponsorship is a separate ad for another product; Claude team recommended the guest, so vendor selection influence is disclosed. Retain reported mechanics only, not independent validation.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="social-soc10"></a>
### SOC10 — Ramp product-shaping skill

[Ramp product-shaping skill](https://www.youtube.com/watch?v=RBqT2PHWdBg)

Public notes describe problem-framing questions, parallel competitor/customer/ticket/code research, per-agent markdown findings, then conversational convergence on a short evidence-grounded specification.

Evidence: creator-reported-or-static-artifact. Sponsorship/relationships: Public article discloses Granola partnership; guest is describing own employer.

#### Source date entry 1

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | unknown_original_date |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.youtube.com/watch?v=RBqT2PHWdBg). Original YouTube identity verified through creator link, but accessible video page did not expose upload/update metadata. March 15 dates creator companion article.

#### Source date entry 2

| Field | Value |
|---|---|
| Publication | 2026-03-15 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_companion_article_publication |
| Metadata checked at | 2026-10-18T03:00:07Z |
| Access date | unknown |

Evidence: [date source](https://creatoreconomy.so/p/inside-ramp-the-32b-company-ai-agents-geoff-charles). Public creator article header explicitly dates March 15, 2026. No separate update date displayed; not treated as video upload verification.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Ramp CPO describes an internal Claude Code product-shaping skill. Granola partnership is a separate ad; the retained skill is not a Granola product showcase. Retain public mechanics with sponsorship disclosure.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

## Research lead sources

Eligible provenance does not establish documented workflow mechanics.

<a id="lead-xops-03"></a>
### XOPS-03 — DHL prepares prospect data for logistics solution design

[DHL Supply Chain implements Generative AI to enhance data management, customer support and proposal accuracy](https://group.dhl.com/content/dam/deutschepostdhl/en/media-relations/press-releases/2024/pr-dsc-implements-genai-20241024.pdf)

| Field | Value |
|---|---|
| Publication | 2024-10-24 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_release_publication_date |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://group.dhl.com/content/dam/deutschepostdhl/en/media-relations/press-releases/2024/pr-dsc-implements-genai-20241024.pdf). Release dateline states Bonn, October 24, 2024; treated as release publication date.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="lead-xops-05"></a>
### XOPS-05 — Walmart prioritizes overnight stocking work for shift leads

[Walmart Unveils New AI-Powered Tools To Empower 1.5 Million Associates](https://corporate.walmart.com/news/2025/06/24/walmart-unveils-new-ai-powered-tools-to-empower-1-5-million-associates?source=Linkedin&trk=test)

| Field | Value |
|---|---|
| Publication | 2025-06-24 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_release_publication_date |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://corporate.walmart.com/news/2025/06/24/walmart-unveils-new-ai-powered-tools-to-empower-1-5-million-associates?source=Linkedin&trk=test). News release header and dateline both state June 24, 2025.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="lead-xops-06"></a>
### XOPS-06 — IKEA reallocates routine enquiry work toward remote advice

[AI and Remote Selling bring IKEA design expertise to the many](https://www.ingka.com/newsroom/ai-and-remote-selling-bring-ikea-design-expertise-to-the-many/?trk=public_post_comment-text)

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2023-06-29 |
| Other date type | displayed_article_date_type_unspecified |
| Provenance / confidence status | verified_displayed_date_type_unspecified |
| Metadata checked at | 2026-10-18T03:15:00Z |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.ingka.com/newsroom/ai-and-remote-selling-bring-ikea-design-expertise-to-the-many/?trk=public_post_comment-text). Page displays 2023-06-29 without separately labeling publication versus update.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

<a id="lead-xcre-03"></a>
### XCRE-03 — CBI reflects on sustaining legitimate community dialogue

[Past as Present: Facilitating Collaborative Processes with Those Historically Wronged](https://www.cbi.org/article/past-as-present/)

| Field | Value |
|---|---|
| Publication | 2019-03-14 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | verified_displayed_date |
| Metadata checked at | 2026-10-18T03:20:26.510992+00:00 |
| Access date | 2026-10-18 |

Evidence: [date source](https://www.cbi.org/article/past-as-present/). Article displays 2019-03-14. No updated date observed.

Eligibility reviewed: 2026-10-18T03:26:44.526806+00:00. Category: `firsthand_creator_build_or_practice`. Practitioner reflection supports reported episodes and method considerations, not a single ordered workflow or tested intervention.

Allowed use: `process_reference_with_explicit_limits`. Effectiveness independently proven: **no**. Success highlight: **no**.

## Formal and reference sources

Methodological prior art; outside the 107-record case census.

### Reference 1 — MIT Process Handbook

[MIT Process Handbook](https://pubsonline.informs.org/doi/10.1287/mnsc.45.3.425)

Process decomposition, specialization and dependencies help organize similarities and variations.

Limit: Research prior art, not a ready-made current AI workflow dataset.

| Field | Value |
|---|---|
| Publication | 1999-03-01 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | publication_verified |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://pubsonline.informs.org/doi/10.1287/mnsc.45.3.425). Publisher explicitly labels Published Online: 1 Mar 1999; issue is March 1999. This is the 1999 journal article, not the earlier 1993 working paper. No separate update date shown.

### Reference 2 — Work System Theory

[Work System Theory](https://repository.usfca.edu/at/35/)

Systems include people, information, technologies, activities and outcomes.

Limit: A workflow diagram alone omits important context.

| Field | Value |
|---|---|
| Publication | 2013-02 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | publication_verified |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://repository.usfca.edu/at/35/). Author institutional record explicitly labels Publication Date: February 2013. Publisher citation independently confirms 2013, JAIS 14(2), DOI 10.17705/1jais.00323: https://aisel.aisnet.org/jais/vol14/iss2/1/ . Month precision retained; no invented day or repository-upload date. No separate update date shown.

### Reference 3 — Coordination theory

[Coordination theory](https://crowston.syr.edu/sites/default/files/acmcs94.pdf)

Activities depend on shared resources, producer-consumer relationships and timing.

Limit: Human incentives and authority limit simple computer-system analogies.

| Field | Value |
|---|---|
| Publication | 1994-03 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | publication_verified |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://crowston.syr.edu/sites/default/files/acmcs94.pdf). Original article first-page journal footer identifies ACM Computing Surveys, Vol. 26, No. 1, March 1994; copyright also 1994. Month precision retained. No separate update date shown.

### Reference 4 — Workflow Patterns

[Workflow Patterns](https://pure.tue.nl/ws/files/2053121/613310.pdf)

Reusable sequencing, branching, synchronization and repetition structures.

Limit: Control flow does not by itself describe work purpose or quality.

| Field | Value |
|---|---|
| Publication | 2003-07 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | publication_verified |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://link.springer.com/article/10.1023/A:1022883727209). Publisher labels both Published and Issue date as July 2003. This takes precedence over the repository PDF cover's generic 01/01/2003 metadata. No separate update date shown.

### Reference 5 — O*NET database

[O*NET database](https://www.onetcenter.org/database.html)

Occupation-grounded tasks and work-activity mappings support coverage checks.

Limit: Does not establish an end-to-end sequence or prevalence in this sample.

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2026-08 |
| Other date type | database_release_31.0 |
| Provenance / confidence status | version_date_verified_page_dates_unknown |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://www.onetcenter.org/db_releases.html). Official release archive labels O*NET 31.0 August 2026 and identifies it as the current production release. This is a database-version release date, not publication or last-update date of the living database landing page, which were not established.

### Reference 6 — Anthropic: Building effective agents

[Anthropic: Building effective agents](https://www.anthropic.com/engineering/building-effective-agents)

Composable agent workflow motifs supply an implementation lens.

Limit: Published December 2024; architecture examples are not a universal taxonomy of human work.

| Field | Value |
|---|---|
| Publication | 2024-12-19 |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | publication_verified_update_date_unknown |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://www.anthropic.com/engineering/building-effective-agents). Article explicitly labels Published Dec 19, 2024. The currently accessible page includes a later-looking tooling caveat and changed examples, but displays no explicit update date; updated remains null rather than dating those edits by inference.

### Reference 7 — OMG Case Management

[OMG Case Management](https://www.omg.org/cmmn/index.htm)

Case work can respond to changing information and unpredictable activity order.

Limit: Do not force all work into one linear procedure.

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | 2016-12 |
| Other date type | specification_adoption_CMMN_1.1 |
| Provenance / confidence status | version_date_verified_page_dates_unknown |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://www.omg.org/spec/CMMN/1.1/About-CMMN). Official specification history labels version 1.1 adoption December 2016 (and version 1.0 May 2014). This is specification adoption, not the publication or update date of https://www.omg.org/cmmn/index.htm, which displays neither. Copyright years and specification file IDs are not used as page dates.

### Reference 8 — Marble curriculum map

[Marble curriculum map](https://withmarble.com/curriculum/)

An engaging inspectable map of concepts and prerequisite links.

Limit: Visual inspiration; work connections do not imply a school prerequisite hierarchy.

| Field | Value |
|---|---|
| Publication | unknown |
| Updated | unknown |
| Other date | unknown |
| Other date type | unknown |
| Provenance / confidence status | page_dates_unknown |
| Metadata checked at | 2026-10-18T03:00:47Z |
| Access date | unknown |

Evidence: [date source](https://withmarble.com/curriculum/). Accessible curriculum page contains no explicit publication or last-update date. No dates inferred from crawl time, linked GitHub activity, or site copyright. Checked-at records this audit only.