What gets recorded
Both directions. A record that only carries the good weeks is not a record, and the person it is about is told about every entry and can contest any of them.
Transaction closed
Kept its wordA property transaction closed as agreed.
- Who confirms it
- The closing/title/escrow agent (an independent third party)Independent authority
- How they confirm
- Confirmed from the closing recorded by the independent title/escrow agent.
- Due
- the contract closing date
- Done
- the date the transaction actually closed
Client engagement delivered
Kept its wordThe agreed representation (listing sold, buyer placed) was delivered and accepted by the client.
- Who confirms it
- The client (buyer or seller)Customer or client
- How they confirm
- Confirmed by the client via a confirmation link.
- Due
- the end of the listing or representation period
- Done
- the date the engagement completed
Client reference confirmed
Kept its wordA past client confirmed the agent handled their transaction reliably.
- Who confirms it
- The past clientCustomer or client
- How they confirm
- Requested via a reference link the client responds to.
- Due
- the end of the transaction being confirmed
- Done
- the date the reference was given
Commission / representation disputed
Fell shortA client disputed the representation or the commission owed.
- Who confirms it
- The clientCustomer or client
- How they confirm
- Raised by the client; resolution follows the dispute flow.
- Due
- the contract date the dispute relates to
- Done
- Nothing was delivered, so there is no completion time to compare against.
Due and done are the pair that decide whether something counts as delivered on time rather than merely delivered. Send one without the other and the outcome can only ever read as finished.
Who counts as a witness here
2 kinds of third party confirm work in this trade. None of them outranks another. The formula does not read this at all. What varies is how hard each one is for either side to lean on, which is a fact worth knowing and not a weighting.
- Independent authority
- A body with no stake in the job: a code inspector or authority having jurisdiction, a title or escrow agent, a state-mandated visit verification record, a safety inspector, a certifying board. The hardest witness for either party to influence.
- Customer or client
- The party the work was done for, or who took delivery of it: a homeowner, a patient, a client, a consignee, a family. They know first hand whether it happened.
What is not recorded against the person
A client who did not attend, work the business itself pulled or rescheduled, conditions nobody controls, time off taken with notice, and an opinion about the person. None of it belongs on the record of whoever showed up to do the work.
The full list is on the index, and it is the same list for every trade.
How a confirmed outcome reaches a score
A confirmed outcome becomes evidence in a published formula, version 5.6, with five weights and six bands running from Distinguished down to At Risk. An outcome nobody else confirmed is still recorded, and it shows on the record as a claim rather than as evidence. No plan and no payment moves a score.
The record belongs to the person, not to the business that recorded the work. They take it with them. The model is published in full, and what an employer records covers the recording side.
Also under professional and office work