Define what one item means
Choose a single unit before entering counts: one recurring instruction under review, one unresolved request or one handover case. Do not combine donors, transactions and messages in the same total. Write the inclusion rule in your own approved notes. For example, “requests awaiting handover at Friday noon” is a useful scope; “everything in the database” is not. The worksheet takes anonymous numbers only and does not connect to a payment service.
Make the categories mutually exclusive
Use confirmed, waiting and unresolved as review states, not payment statuses. Confirmed means the evidence needed for this particular review has been checked. Waiting means the next action and responsible owner are known but have not finished. Unresolved means the evidence or responsibility is still unclear. One item must occupy only one category at the cut-off. An item can move later; keep the earlier dated snapshot rather than silently rewriting what the handover showed.
Read a difference as a question
A positive difference means fewer items were classified than were placed in scope. A negative difference can reflect double counting, inconsistent scope or a changed snapshot. Neither result tells you which record is wrong. Inspect the local source list and the category rules before changing any provider record. Even a zero difference leaves unresolved items unresolved. The worksheet’s second calculation distributes an assumed workload evenly; it is not a staffing recommendation or a claim about time saved.
Try a fictional queue before using anonymous totals
A queue of 20 items with 12 confirmed, 5 waiting and 3 unresolved reconciles arithmetically. It still contains eight items needing some form of continuation. If the three unresolved items take an assumed ten minutes each, the worksheet shows thirty minutes of hypothetical work; two reviewers would receive fifteen minutes each under an equal split. Real cases differ in complexity. Use the output to make assumptions explicit, then assign actual responsibilities in the staff handover.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- 4aGoodCause contact import — Merchant documentation · help.4agoodcause.com · Merchant-controlled · checked 2026-09-30
- 4aGoodCause donation-history import — Merchant documentation · help.4agoodcause.com · Merchant-controlled · checked 2026-09-30