| Term | Meaning |
|---|---|
| Portfolio | Every assessment you can see, grouped by workspace. |
| Workspace | A group of assessments about one programme, project or thing being assessed (e.g. “HS2 Phase One”). |
| Assessment | One document set tested against one Assessment Set. The atomic unit of work; has its own code (e.g. CA-31). |
| Assessment Set | A framework: its criteria, scoring scale and sections (e.g. IPA Gateway Assessment). |
| Pack | A signed-off, versioned instance of a set, held in the Pack library. |
| Criterion | A single thing being tested (e.g. “Commercial Value for Money”), identified by a code such as G3-4.1. |
| Evidence requirement | A specific thing a criterion checks for. A criterion can have several. |
| Finding | The engine’s proposed rating and rationale for a criterion or requirement, on a given run. |
| Decision | What a reviewer does with a finding: Accept, Challenge, or Query. |
| Gap | An evidence requirement that isn’t yet met — Not found or Partial. |
| Action | A tracked remediation task raised from a gap or a finding, with an owner and a due date. |
| Obligation | A standing commitment tracked alongside Actions but distinct from one-off remediation work. |
| Run | One pass of the assessment engine over the documents in scope. |
| Position | The overall rating for an assessment: Ready, Conditional, or Not ready. |
| Record | The signed, frozen output of a run — one version per sign-off. |
| Approval record | The full detail of a signed record: what was frozen, depth of review, and who signed it. |
| Depth | How much of an assessment was reviewed — at criterion level, at assessment level, or not stated. Measures how much was read, not how good the decision was. |
| Standard / Extended | The two depths a run can be set to. Extended is roughly 4× the cost of Standard, and is for high-stakes assessments. |
| Showstopper / Critical | Criticality tags on a criterion. A Red criterion carrying one of these can cap the whole position below the top rank, regardless of the overall arithmetic. |
| Progress | Whether an assessment is on track, measured as completeness and quality against target, relative to its submission date. |
| Submission date | The date an assessment is working towards. Drives the Progress view. |
| Ask | The conversational question-and-answer panel, scoped to a workspace, a document, or a single criterion. |
| Review queue | Findings across all your assessments that are waiting on a decision. |
Reference
Glossary
The app’s own words
Terms as Readiness Record uses them today. An organisation can rename most of these for itself — see Configuration — this list uses the platform’s own defaults.