Prepare record evidence.
Use this role for field rules, source checks, correction packets, duplicate candidates, and held exceptions. The data owner decides controlled corrections, merges, definitions, retention, and approved bulk actions.
Choose data quality support when a controlled record needs source checks, a correction packet, or an exception queue. Choose project coordinator support when a defined delivery needs named actions, handoffs, dependency follow-up, or a factual update. Assistants prepare evidence and flag exceptions; data and delivery owners make the changes and decisions.
Both roles can maintain a reviewable queue. A tidy queue does not give either role authority to approve a data change or a delivery decision.
Use this role for field rules, source checks, correction packets, duplicate candidates, and held exceptions. The data owner decides controlled corrections, merges, definitions, retention, and approved bulk actions.
Use this role for action records, dependencies, handoff packets, blocked-item notes, and source-backed status drafts. The delivery owner decides scope, timing, commitments, acceptance, and release.
Start with the source that answers the next question, then name a prepared output the accountable owner can review.
The table scrolls sideways on small screens.
| Decision point | Data quality support | Project coordinator support | Owner check |
|---|---|---|---|
| Work trigger | A written field rule exposes a missing, conflicting, malformed, or possibly duplicate value. | A defined project has unassigned actions, blocked dependencies, incomplete handoffs, or an update to prepare. | Is the immediate problem a record-value question or a delivery follow-through question? |
| Approved source | The field rule, approved source type, current value, proposed value, and named data owner. | The project board, meeting record, delivery checklist, handoff list, and named delivery owner. | Stop when the source cannot support the proposed value, status, owner, or next step. |
| Prepared output | A field-check sheet, correction packet, duplicate comparison, exception queue, or approved report refresh. | An action record, dependency list, handoff packet, blocked-item note, or source-backed status draft. | Can the reviewer see evidence, what is held, and who decides next without rebuilding the record? |
| Typical hold point | Conflicting evidence; a locked field; a merge; a bulk action; an access request; or a data-definition change. | A missing owner or approval; changed scope, priority, date, staffing, commitment, acceptance, release, or client statement. | Does the next action change a controlled record or what the business will deliver? |
| First access | A named account, MFA, and a narrow view for one documented check queue. No exports, broad edits, or administration. | Named, limited access to one project board and approved files. No broad administration or client-account authority. | Is the access limited to the first reviewable output? |
| Early review | Trace sources, preserve unknowns, and inspect held corrections and duplicate candidates. | Trace sources, named owners, open dependencies, held statements, and handoff completeness. | Repair the rule or escalation route before adding volume, access, or a second lane. |
This is a house planning sequence, not permission to change data, delivery, access, or a business outcome.
Decide whether the work starts with a controlled record that needs evidence or a project record that needs an action trail.
List the field rule or project record, the approved source, the named owner, and the written stop point before work begins.
Name the correction packet, duplicate comparison, exception queue, action record, handoff packet, or status draft that an owner will review.
Keep record changes, merges, imports, access changes, scope, priorities, dates, commitments, acceptance, and release with accountable owners.
Check source trails, held items, and owner handoffs before adding another queue, more volume, or broader access.
Start with data quality support when the immediate job is proving which values are missing or unsupported and preparing correction evidence. Keep project coordination separate unless cross-team handoffs or blockers also need an action trail; data owners approve corrections and delivery owners decide whether the launch can proceed.
Start with project coordinator support when the work is to turn meeting notes into named actions, surface dependencies, assemble handoffs, and draft a factual update. If an action reveals conflicting account or product data, log it as a held data-quality item rather than asking the coordinator to decide the value.
Split the request. Put source checks, correction packets, duplicate candidates, and import-readiness evidence in the data-quality queue; put owners, blockers, handoffs, and status-draft preparation in the project-coordinator queue. Do not treat the combined brief as permission to change records, run a bulk import, alter a delivery date, or promise an outcome.
Name the approved source, prepared output, owner, held action, evidence location, and recheck before the task repeats.
Open the briefKeep source references, missing proof, held fields, owner review, evidence, and recheck together before a controlled record changes.
Open the correction recordKeep source facts, a held claim, the reviewer, send authority, evidence, and recheck together before an owner approves wording.
Open the update recordNo. Data quality support centers on written field rules, source checks, correction preparation, duplicate candidates, and exceptions. Project coordinator support centers on a defined project's actions, dependencies, handoffs, and source-backed status preparation.
Possibly, after each lane has separate sources, outputs, owner reviews, permissions, and stop rules. Start with the narrower documented queue instead of treating every record problem and follow-up as one role.
No. The assistant can prepare facts, flag a conflict, and route a question. Authorized data owners decide controlled record changes, while accountable delivery owners decide scope, priorities, dates, staffing, commitments, acceptance, release, and final outcomes.
Check whether the prepared output names its approved source, current state, held action, owner, evidence location, and next review. Unsupported values, missing owners, and unclear decisions should return to the named owner.
Set the source, output, owner, and stop point for one queue. Then decide whether the first need is a controlled-record check or a delivery follow-through record.
Use OutsourcedU to write the role, SOPs, onboarding steps, and weekly review before you hire more people.