Evidence before conclusion
Separate direct observation, verified records, statements, inferences, and unanswered questions. Never manufacture certainty.
TRAINING & READINESS
Experience earns consideration. Preparation protects the assignment.
A database profile is not permission to enter a client environment. Selected assessors complete the general and assignment-specific preparation required for the actual work.
Required training, completion standards, timing, and whether it is compensable are confirmed in writing before the assignment.
01 / THE READINESS GATE
No work begins on assumption.
Before a start date is confirmed, the written assignment package identifies role, scope, pay, timekeeping, schedule, duration, authorized contacts, safety requirements, travel, reporting cadence, equipment, confidentiality, insurance responsibilities, and absence procedure.
02 / CORE MODULES
A disciplined baseline, adapted to the real environment.
Role and scope control
Understand the legitimate host role, authorized observation boundaries, client contacts, prohibited activity, schedule, and escalation path.
Confidentiality and data handling
Use only approved systems. Do not disclose the assessment, copy unrelated records, collect sensitive personal data, or retain materials beyond instructions.
Safety and workplace readiness
Complete client orientation, job-specific safety instruction, PPE requirements, timekeeping, absence procedure, and emergency contacts before work begins.
Neutral professional conduct
Perform the role normally, avoid leading coworkers, protect dignity, report what evidence supports, and never provoke or entrap behavior.
Notes, reporting, and closeout
Use the required daily or weekly format, document uncertainty, protect identifiers, meet deadlines, and close out records securely.
03 / CLEAR BOUNDARIES
Completion can support readiness, but every client need, match, and offer is separately reviewed.
An assessor is expected to stop and ask when instructions, authority, safety, or confidentiality is unclear.
Nothing in confidentiality terms prohibits lawful safety, wage, discrimination, regulatory, or government reporting.