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Data package contents template

Quick answer

A simple contents sheet that lists what is in a prepared data package: files, record counts, date ranges and what was removed.

In short

What it is
A simple contents sheet that lists what is in a prepared data package: files, record counts, date ranges and what was removed.
What's inside
File list with formats and sizes, Record counts and date ranges per file, What was removed and how it was checked, Who prepared and who approved it.
First step
Fill one row per file in the package
Cost
Free from SourceX.

What's inside#

  • File list with formats and sizes
  • Record counts and date ranges per file
  • What was removed and how it was checked
  • Who prepared and who approved it

How to use it#

  • Fill one row per file in the package
  • State removals plainly
  • Attach it to the delivery so both sides have the same record
  1. 01Your work records
  2. 02Personal details removed
  3. 03You approve the release
  4. 04Licensed to AI developers
How it works with SourceX: Your work records → Personal details removed → You approve the release → Licensed to AI developers.Illustrative

Preview

File | Format | Records | Date range | What was removed | Checked by
--- | --- | --- | --- | --- | ---
tickets.csv | CSV |  |  | names, emails, phone numbers | 
transcripts/ | folder of text files |  |  | names, account numbers | 

Prepared by:
Approved by:
Delivery date:

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