The PSTA practice case record

Case title:
Case-holder and organisation (only if cleared for publication):
Date and version:
Status: proposed / in progress / reviewed / cleared for publication

What was happening?
Who was affected, in what circumstances, and over what period? What evidence did we have at the start?

What did we think was causing it?
Record what we observed, what we inferred, what we assumed, and what we didn't know. Include other explanations and the people whose knowledge was missing.

What did we do?
Who took part? Who could decide? What changed in the work, relationships, rules, resources, or information? What did we decide against?

What happened?
Compare what we expected with what we observed. Distinguish benefits we proposed, identified, agreed, implemented, or sustained. Record costs, effort, delay, error, exclusion, and effects elsewhere where known.

What evidence supports this account?
List measures, records, observations, and participant accounts. State dates, scope, limitations, and alternative explanations. Say whether the evidence establishes that our action caused an outcome, and what else could explain it.

What changed our understanding?
What didn't work, surprised us, or showed that we had left something out? What would we do differently?

What happened later?
Record when someone followed up, who did it, what continued, and what was lost or changed. Leave this blank until the follow-up has happened.

Who can check or challenge this account?
Record a suitable contact or correction route, with permission.

Publication permission
Who checked this record, what can be named, which materials can be shown, and when was permission given? Taking part in a clinic or programme doesn't give permission to publish.