Quick start: Download the
blank workbook or
sample filled workbook. Fill sheets in order: Review → Evidence → Technology → Trajectories → (optionally) Findings → Actions. Do not rename sheets or headers.
Controlled values reference
These dropdown lists appear in coloured header cells. Use the arrow to select — do not type free-form values.
| Field | Allowed values | Where used |
severity |
|
Findings |
confidence |
|
Findings |
horizon |
before-productionnextlaterobserve-accept
|
Findings, Actions |
effort_band |
S (small)M (medium)L (large)
|
Findings, Actions |
state (Evidence) |
requestedreceivedverifiedassertedmissingsuperseded
|
Evidence |
version_status |
verifiedunverifiedunknown
|
Technology |
status (Trajectory) |
plannedpartialcompleteblocked
|
Trajectories |
status (Hypothesis) |
opensupportedconfirmedrejectedparked
|
Hypotheses |
phase |
containcorrecthardenobserve
|
Actions |
status (Action) |
proposedacceptedin-progresscompletedeferredrejected
|
Actions |
verdict |
undeterminedproceedproceed-with-conditionsdo-not-proceed
|
Review |
ID patterns
All IDs follow a strict pattern. The importer rejects IDs that do not match.
| Type | Pattern | Examples |
| Evidence | E-### | E-001, E-042 |
| Technology | TECH-### | TECH-001, TECH-015 |
| Trajectory | T-### | T-001, T-003 |
| Hypothesis | H-### | H-001 |
| Finding | F-### | F-001, F-012 |
| Action | A-### | A-001, A-007 |
| Decision | D-### | D-001 |
Instructions
Read-first guidance. Not imported.
Contains step-by-step instructions, tips, and security reminders. No action required.
Review
Frame the engagement: system, decision, scope, and stakeholders.
| Column | Description | Required | Example |
field | Field name (auto-filled) | auto | title |
value | Your entry | required for most fields | Claims Triage Agent |
guidance | Column description (auto-filled) | auto | Client-facing review title. |
Key fields: title, production_decision, system, lifecycle_stage (prototype/pilot/production/redesign), verdict (dropdown).
Evidence
List each trace, log, diagram, deployment note, or eval result.
| Column | Description | Required | Example |
id | Stable evidence ID | required | E-001 |
title | Brief description | required | Interrupted run trace |
kinds | Semicolon-separated tags | optional | trace; run-log |
state | Evidence state (dropdown) | required | verified |
source_role | Who provided it | optional | agent-runtime |
environment | Where captured | optional | pilot |
version | System or evidence version | optional | 1.4.2 |
captured_on | Date (YYYY-MM-DD) | optional | 2026-08-20 |
path | File or location | optional | traces/run-001.json |
notes | Additional context | optional | Retry duplicated external write |
Technology
Inventory of deployed components: orchestration, models, vector DB, tools, state stores, observability.
| Column | Description | Required | Example |
id | Stable technology ID | required | TECH-001 |
category | Component category | required | orchestration |
name | Product or framework | required | LangGraph |
version | Exact deployed version | required | 0.2.5 |
version_status | Verification state (dropdown) | required | verified |
deployment | Hosting mode | optional | service |
configuration_evidence | Semicolon-separated config notes | optional | checkpoint_store=postgres; retries=bounded |
catalog_entry | Framework catalogue reference | optional | langgraph |
state_owner | Who owns state | optional | agent |
retry_timeout_notes | Retry/timeout behavior | optional | idempotency test on tool calls |
known_constraints | Known limitations | optional | shared history amplifies cost |
notes | Additional context | optional | See E-001 |
Trajectories
Representative runs: what triggers them, how they end, what state they produce.
| Column | Description | Required | Example |
id | Stable trajectory ID | required | T-001 |
name | Brief description | required | Approve claim |
classes | Semicolon-separated classes | optional | approval; state-change |
status | Trajectory state (dropdown) | required | complete |
trigger | What starts this run | optional | Claims approver submits decision |
terminal_state | End state | optional | claim_status=approved |
notes | Additional context | optional | History includes prior denied claim |
Hypotheses
Framework limitations or suspected failure paths awaiting engagement evidence.
| Column | Description | Required | Example |
id | Stable hypothesis ID | required | H-001 |
title | Brief description | required | History sharing amplifies cost |
status | Hypothesis state (dropdown) | required | open |
trajectories | Related trajectory IDs | optional | T-001; T-002 |
evidence | Related evidence IDs | optional | E-001 |
catalog_claims | Framework catalogue references | optional | autogen:AUTOGEN-LIM-001 |
notes | Additional context | optional | |
Findings
Evidence-backed failure paths with severity, confidence, and recommended capability.
| Column | Description | Required | Example |
id | Stable finding ID | required | F-001 |
title | Brief description | required | Retry duplicates external write |
claim | What is wrong | required | Duplicated tool call creates second charge |
severity | Production impact (dropdown) | required | high |
confidence | Evidence strength (dropdown) | required | high |
trajectories | Related trajectory IDs | optional | T-001 |
evidence | Related evidence IDs | optional | E-001; E-002 |
catalog_claims | Framework catalogue references | optional | langgraph:LANGGRAPH-RET-001 |
observed_relevance | Why this matters for this system | optional | Observed in E-001 |
condition | Precondition for failure | optional | Retry on timeout |
trigger | What activates the failure | optional | Tool call fails mid-write |
failure | What goes wrong | optional | Second charge posted |
consequence | Production impact | optional | Customer overcharged |
control_gap | Missing control | optional | No idempotency test |
recommendation_capability | Required capability | optional | Idempotency key on external writes |
acceptance_evidence | Proof of fix | optional | Trace shows idempotency test |
horizon | When to fix (dropdown) | optional | before-production |
effort_band | Effort estimate (dropdown) | optional | M |
owner_role | Who owns the fix | optional | agent-platform |
Actions
Remediation steps linked to findings, with phase, horizon, effort, and acceptance evidence.
| Column | Description | Required | Example |
id | Stable action ID | required | A-001 |
finding_id | Parent finding ID | required | F-001 |
title | Brief description | required | Add idempotency key to charge tool |
phase | Remediation phase (dropdown) | optional | correct |
horizon | When to implement (dropdown) | required | before-production |
effort_band | Effort estimate (dropdown) | required | M |
owner_role | Who implements | required | agent-platform |
dependencies | Blocking actions | optional | A-002 |
acceptance_evidence | Proof of completion | required | Trace shows idempotency test |
status | Action state (dropdown) | optional | proposed |
notes | Additional context | optional | |
Decisions
Production decisions made during or after the review.
| Column | Description | Required | Example |
id | Stable decision ID | required | D-001 |
date | Decision date (YYYY-MM-DD) | required | 2026-08-26 |
decision | What was decided | required | Proceed to supervised pilot |
owner | Who decided | optional | CTO |
rationale | Why this decision | optional | High-severity findings addressed; residual risk accepted |
_Lists
Hidden sheet containing dropdown values. Do not edit.
Need help? Send the filled workbook to madhavraop@dhristhi.com with context about your system and the production decision you need to make.