Written back into the guideline
An answer given in a thread helps one annotator once. The same answer written into the guideline, with the section marked, binds everyone who opens it next.
Buyer tool
Live work instructions often contain unresolved rules and contradictory clarifications that only surface when somebody applies them to real material. This checklist produces an approved clarification written back into the instruction, rather than left in a call.
Use it: Before an annotation or linguistic-review guideline reaches the people who will apply it.
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When to use this
This checklist is for the questions that surface only when somebody tries to apply the guideline to real material. It does not replace a complete annotation QA standard.
What it produces
The checklist
Every question below is on the page as text. Use the link on any row to send a colleague straight to that one question.
| Ask this | A useful answer is specific about | What the answer actually tells you |
|---|---|---|
| What must be checked on every item, even when no correction is made? # | The fixed checks, what can vary by item, and a valid no-change example alongside an example that needs action. | Whether the guideline defines review, or only describes how to edit obvious errors. |
| When should a term be translated, transliterated, or left unchanged? # | The rule for each language or variety, with an example where script choice changes the acceptable output. | Whether two careful annotators can reach the same form. |
| When should a disfluency, self-correction, or recognition error be kept, edited, or flagged? # | One example of each action and the reason the action changes. | Whether the guideline protects meaning or invites silent rewriting. |
| What wins when the source form and the surrounding context disagree? # | The deciding rule and a neutral example that does not contain real names or source text. | Whether names and entities will be handled consistently without exposing source material. |
| When must an annotator choose unknown, ambiguous, or abstain? # | The limit on inference, especially for subjective or sensitive attributes, plus an example of when not to force a label. | Whether the task rewards unsupported guessing. |
| What happens when reviewer feedback conflicts? # | Which instruction has priority, who resolves the conflict, and how the earlier advice is marked as replaced. | Whether different reviewers can quietly create different rules. |
| How does an approved clarification reach everyone doing the work? # | Where the change is written, who approves it, what section changed, and how the team is told. | Whether the answer becomes part of the guideline or remains trapped in a call or message. |
How to fill it in
Work through each question with the supplier. An answer should name the evidence behind it; a general yes leaves the question open. Write down unresolved questions to discuss together.
What counts as evidence
A named owner, a document you can open, a sample produced under the instructions you will actually use, or a test whose result changes the decision. A capability statement, an organisation-wide headcount, or a claim about a different assignment does not answer these rows.
The document
The PDF needs no sign-in, carries every row on this page, and is free to forward, copy into your own process, or quote in a document of your own. If it will not open for you, tell us and we will fix it the same day.
What you are left holding
The checklist is not the deliverable. The deliverable is the written record it leaves behind, and the decision that record lets somebody make.
An answer given in a thread helps one annotator once. The same answer written into the guideline, with the section marked, binds everyone who opens it next.
Where this fits
The guide explains what to look for; this checklist is what you take into the conversation. Both are published in full.
A buyer-side evaluation framework for annotation, review, security, and pilot-to-production discipline.
Read the guideA procurement framework for policy ownership, reviewer calibration, IAA diagnostics, escalation control, security, and batch-level safety reporting.
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