Document Review Decision Template
This template provides a standardized format for documenting document review decisions and justifications as part of the RallyPoynt OS Document Review Framework. Use this template to record the assessment and recommendations for each document reviewed.
Document Information
Document Identifier: [URL or path of the document]
Document Title: [Title of the document]
Business Area: [Operations/Sales/Systems & Processes/Training]
Content Type: [Article/Guide/Reference/Tutorial]
Target Audience: [Agent/Team/Brokerage/All]
Review Metadata
Review Date: [YYYY-MM-DD]
Review Cycle: [Initial/Quarterly/Annual/Ad hoc]
Review Initiated By: [Name and role]
Reviewer Information
| Role | Name | Department | Date Completed |
|---|---|---|---|
| Content Owner | |||
| Peer Reviewer | |||
| Subject Matter Expert | |||
| Compliance Reviewer | |||
| Review Coordinator |
Quality Assessment
| Metric | Score | Target | Comments |
|---|---|---|---|
| Readability | [1-10] | 7-9 | |
| Accuracy | [%] | >95% | |
| Completeness | [%] | >90% | |
| Cross-Reference Index | [count] | 3-5 | |
| User Feedback | [1-5] | >4.0 | |
| Compliance Pass Rate | [%] | 100% | |
| Overall Quality Score | [1-10] | >7.5 |
Checklist Compliance
Terminology Checklist
- Uses industry-standard real estate terminology consistently
- Avoids excessive jargon or explains specialized terms
- Maintains consistency in abbreviations and acronyms
- Uses correct terms for real estate roles
- Uses appropriate terminology for transaction stages
- Maintains consistency in property terminology
- Uses correct contract and legal terminology
Notes on terminology issues: [Notes]
Legal and Compliance Checklist
- Includes necessary disclaimers for real estate advice
- Clearly distinguishes between requirements and recommendations
- Addresses relevant fair housing considerations
- Includes appropriate disclosures for financial/investment content
- Notes state-specific variations where applicable
- Avoids making absolute claims about legal requirements
- Includes appropriate citations for regulations/laws referenced
Notes on compliance issues: [Notes]
Business Level Applicability
- Appropriate for agent-level implementation
- Appropriate for team-level implementation
- Appropriate for brokerage-level implementation
- Addresses multi-level considerations where relevant
Notes on business level applicability: [Notes]
Metadata and Relationships
- Frontmatter is complete and accurate
- Related content is properly cross-referenced
- Tags are appropriate and comprehensive
- Business area classification is correct
- Content level designation is appropriate
Notes on metadata and relationships: [Notes]
Decision and Recommendations
Decision Category
- Keep As-Is: Content meets all quality standards and requires no changes
- Revise: Content requires specific modifications to meet standards
- Remove: Content is obsolete, redundant, or no longer relevant
- Redistribute: Content would better serve users in a different business area
Decision Justification
[Provide a detailed explanation of the decision based on the quality assessment and checklist compliance]
Required Actions
[List specific changes or actions needed, with clear assignees and deadlines]
- [Action item 1]
- [Action item 2]
- [Action item 3]
Business Impact Assessment
Impact on Users: [Low/Medium/High] [Explain the potential effects on users]
Operational Impact: [Low/Medium/High] [Explain the potential effects on operations]
Risk Level if Not Addressed: [Low/Medium/High] [Explain the risks of not addressing the recommendations]
Implementation Timeline
Recommended Timeline: [Immediate/Short-term/Medium-term/Long-term]
Target Completion Date: [YYYY-MM-DD]
Priority Level: [P1-Critical/P2-High/P3-Medium/P4-Low/P5-Very Low]
Related Content Affected
[List other content that might be affected by changes to this document or that should be reviewed in conjunction]
Approval
Final Decision Approved By: [Name]
Approval Date: [YYYY-MM-DD]
Implementation Verified By: [Name]
Verification Date: [YYYY-MM-DD]
Notes and Comments
[Any additional notes, comments, or context important for understanding the review decision]
This template is part of the RallyPoynt OS Document Review Framework. For more information on the review process, see the Document Review Framework.