Field notes
Preparing request exports for an external pattern review
External reviewers can only work with what you share. For a Service Request Pattern Review focused on on-demand app traffic, a useful export is less about every field in your database and more about a clean timeline of each request’s life.
Keep request IDs (or temporary substitutes), created time, accepted time, assigned time, on-site or completed time, final status, cancellation code if any, and a zone or district label. Strip names, phone numbers, exact street addresses, and free-text customer notes. If you must share message snippets for context, redact them first.
Two to four weeks of ordinary trading is usually enough for a first pass. Flag promotions, outages, and public holidays in a separate note so they are not treated as baseline behaviour. If status times are missing for older records, say so—guessing timestamps creates false precision.
Sending a tidy sample shortens the intake call and reduces the chance that findings come with heavy caveats. Preparation is part of the engagement, not an afterthought.