HCDI Certified Indexer

Unit 2.3 - Collecting evidence

Learning outcome - Upload and link evidence so that it makes the right indicator scorable, and answer company data requests.

HCDI platform rule (Unit 2.3).

Why it matters. Evidence that is mislinked, undated or vaguely described cannot support a score, and it cannot be defended afterwards.

The upload. It names the indicator the document evidences, the date the document speaks from, a factual description and, on a two-party engagement, the party. The link is fixed at upload, and there is no "move". A document uploaded without an indicator makes no indicator scorable. Company data requests. A request is marked provided, by linking an uploaded document, or recorded as missing. "Provided" does not mean verified. A missing request is not a reason to score low. The request texts come from the approved Evidence Source Map, and you read them on screen.

Worked example (illustrative). A company sends an organisation chart by email. You upload it, name the indicator it evidences, enter March as the date it speaks from, and describe it factually: "Organisation chart, titled as at March, showing the company's reporting lines". You mark the request provided, and you leave its status for Unit 2.4. Common Error. Linking a document to an indicator because it is convenient, not because it evidences it.