diff --git a/.quarto/preview/lock b/.quarto/preview/lock index 5a83056..d69b710 100644 --- a/.quarto/preview/lock +++ b/.quarto/preview/lock @@ -1 +1 @@ -18948 \ No newline at end of file +8352 \ No newline at end of file diff --git a/.quarto/xref/4cccc26f b/.quarto/xref/4cccc26f index afb414c..9729416 100644 --- a/.quarto/xref/4cccc26f +++ b/.quarto/xref/4cccc26f @@ -1 +1 @@ -{"headings":["i.-scoping","ii.-design","iii.-conducting-and-checking-analysis","iv.-delivery"],"entries":[]} \ No newline at end of file +{"entries":[],"headings":["i.-scoping","ii.-design","iii.-conducting-and-checking-analysis","iv.-delivery"]} \ No newline at end of file diff --git a/.quarto/xref/INDEX b/.quarto/xref/INDEX index 2c8b83e..14ccf73 100644 --- a/.quarto/xref/INDEX +++ b/.quarto/xref/INDEX @@ -34,5 +34,8 @@ }, "index.qmd": { "index.html": "fddb0ce2" + }, + "templates_list.qmd": { + "templates_list.html": "0a7ee049" } } \ No newline at end of file diff --git a/_quarto.yml b/_quarto.yml index 9fcb91f..17640df 100644 --- a/_quarto.yml +++ b/_quarto.yml @@ -1,8 +1,8 @@ project: type: website output-dir: docs - resources: assumptions_and_decision_log_template.xlsx - commissioning_template.xlsx + resources: + - "*.xlsx" website: title: "Quality Questions" @@ -17,16 +17,16 @@ website: href: faqs.qmd - text: "Feedback" href: feedback.qmd - - text: Assumptions log template - href: assumptions_and_decision_log_template.xlsx + - text: "Get the assumptions and decision log template" + href: "assumptions_and_decision_log_template.xlsx" - text: "Assumptions log guide" href: assumptions_log.qmd - text: "Issues log guide" href: issues_log.qmd - text: "Sample assumptions log" href: sample_assumptions_log.qmd - - text: "Commissioning template" - href: commissioning_template.xlsx + - text: "Get the commissioning log template" + href: "commissioning_template.xlsx" format: html: diff --git a/assumptions_and_decision_log_template.xlsx b/assumptions_and_decision_log_template.xlsx new file mode 100644 index 0000000..584cd6e Binary files /dev/null and b/assumptions_and_decision_log_template.xlsx differ diff --git a/commissioning_template.xlsx b/commissioning_template.xlsx new file mode 100644 index 0000000..6e3d5a6 Binary files /dev/null and b/commissioning_template.xlsx differ diff --git a/docs/.assumptions/qualitative_assumptions/assumptions_and_decision_log_template.xlsx b/docs/.assumptions/qualitative_assumptions/assumptions_and_decision_log_template.xlsx new file mode 100644 index 0000000..584cd6e Binary files /dev/null and b/docs/.assumptions/qualitative_assumptions/assumptions_and_decision_log_template.xlsx differ diff --git a/docs/.commissioning/commissioning_template.xlsx b/docs/.commissioning/commissioning_template.xlsx new file mode 100644 index 0000000..6e3d5a6 Binary files /dev/null and b/docs/.commissioning/commissioning_template.xlsx differ diff --git a/docs/data/housing_data.xlsx b/docs/data/housing_data.xlsx new file mode 100644 index 0000000..9c58f08 Binary files /dev/null and b/docs/data/housing_data.xlsx differ diff --git a/docs/data/university_drop_out.xlsx b/docs/data/university_drop_out.xlsx new file mode 100644 index 0000000..0d9d0c1 Binary files /dev/null and b/docs/data/university_drop_out.xlsx differ diff --git a/docs/index.html b/docs/index.html index 5659959..386a3e1 100644 --- a/docs/index.html +++ b/docs/index.html @@ -4676,12 +4676,6 @@ Feedback - - - diff --git a/docs/quality_questions.html b/docs/quality_questions.html index 3f70b81..846aac9 100644 --- a/docs/quality_questions.html +++ b/docs/quality_questions.html @@ -4676,6 +4676,12 @@ Feedback + + + diff --git a/docs/search.json b/docs/search.json index 65346fe..d845b91 100644 --- a/docs/search.json +++ b/docs/search.json @@ -217,5 +217,15 @@ "title": "Guidance on Quality Questions", "section": "How should I identify the Senior Responsible Owner, Commissioner, Analyst and Analytical Assurer?", "text": "How should I identify the Senior Responsible Owner, Commissioner, Analyst and Analytical Assurer?\nThe Aqua Book refers to four groups responsible for the assurance of analysis: commissioners, senior responsible owners (SROs), analyst teams (who usually report to the SRO) and analytical assurers. It is the responsibilities that each role carries that matters, not the name of the role.\nAs a project team, you should make sure that each role is in place and you understand how it will operate so that you have the right assurance. The Aqua Book makes no expectations about levels of seniority or grade of each of the occupiers of the roles. It does not specify whether roles should be held by a person or could be held by a committee or other governance group (such as a Senior Leadership Team). The key consideration is whether or not the person or group that undertakes the assurance role have the skills and resources they need to meet the requirements of the role. How the roles are covered in a particular analysis workflow will vary from project to project, depending on how the work is planned and assured.\nWe suggest an SRO and commissioner to be at Grade 7 or above. If you are still unsure of deciding the roles among your team, please email ASAP@ons.gov.uk with “modelling” in the subject header and we will help you in making this decision." + }, + { + "objectID": "templates_list.html", + "href": "templates_list.html", + "title": "Template resources", + "section": "", + "text": "assumptions_and_decision_log_template.xlsx\n\n\n1/31/24, 10:29:24 AM\n\n\n\n\n\n\n\n\n\n\n\ncommissioning_template.xlsx\n\n\n1/31/24, 10:27:55 AM\n\n\n\n\n\n\nNo matching items", + "crumbs": [ + "Excel Templates" + ] } ] \ No newline at end of file diff --git a/docs/site_libs/quarto-listing/list.min.js b/docs/site_libs/quarto-listing/list.min.js new file mode 100644 index 0000000..8131881 --- /dev/null +++ b/docs/site_libs/quarto-listing/list.min.js @@ -0,0 +1,2 @@ +var List;List=function(){var t={"./src/add-async.js":function(t){t.exports=function(t){return function e(r,n,s){var i=r.splice(0,50);s=(s=s||[]).concat(t.add(i)),r.length>0?setTimeout((function(){e(r,n,s)}),1):(t.update(),n(s))}}},"./src/filter.js":function(t){t.exports=function(t){return t.handlers.filterStart=t.handlers.filterStart||[],t.handlers.filterComplete=t.handlers.filterComplete||[],function(e){if(t.trigger("filterStart"),t.i=1,t.reset.filter(),void 0===e)t.filtered=!1;else{t.filtered=!0;for(var r=t.items,n=0,s=r.length;nv.page,a=new g(t[s],void 0,n),v.items.push(a),r.push(a)}return v.update(),r}m(t.slice(0),e)}},this.show=function(t,e){return this.i=t,this.page=e,v.update(),v},this.remove=function(t,e,r){for(var n=0,s=0,i=v.items.length;s-1&&r.splice(n,1),v},this.trigger=function(t){for(var e=v.handlers[t].length;e--;)v.handlers[t][e](v);return v},this.reset={filter:function(){for(var t=v.items,e=t.length;e--;)t[e].filtered=!1;return v},search:function(){for(var t=v.items,e=t.length;e--;)t[e].found=!1;return v}},this.update=function(){var t=v.items,e=t.length;v.visibleItems=[],v.matchingItems=[],v.templater.clear();for(var r=0;r=v.i&&v.visibleItems.lengthe},innerWindow:function(t,e,r){return t>=e-r&&t<=e+r},dotted:function(t,e,r,n,s,i,a){return this.dottedLeft(t,e,r,n,s,i)||this.dottedRight(t,e,r,n,s,i,a)},dottedLeft:function(t,e,r,n,s,i){return e==r+1&&!this.innerWindow(e,s,i)&&!this.right(e,n)},dottedRight:function(t,e,r,n,s,i,a){return!t.items[a-1].values().dotted&&(e==n&&!this.innerWindow(e,s,i)&&!this.right(e,n))}};return function(e){var n=new i(t.listContainer.id,{listClass:e.paginationClass||"pagination",item:e.item||"
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+ if (categoryEl) { + categoryEl.classList.add("active"); + } + + // Filter the listings to this category + filterListingCategory(category); +} + +function filterListingCategory(category) { + const listingIds = Object.keys(window["quarto-listings"]); + for (const listingId of listingIds) { + const list = window["quarto-listings"][listingId]; + if (list) { + if (category === "") { + // resets the filter + list.filter(); + } else { + // filter to this category + list.filter(function (item) { + const itemValues = item.values(); + if (itemValues.categories !== null) { + const categories = itemValues.categories.split(","); + return categories.includes(category); + } else { + return false; + } + }); + } + } + } +} diff --git a/docs/templates_list.html b/docs/templates_list.html new file mode 100644 index 0000000..3cc042e --- /dev/null +++ b/docs/templates_list.html @@ -0,0 +1,5587 @@ + + + + + + + + + +Quality Questions - Template resources + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
    +
    + +
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    + +
    +
    +

    Template resources

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    + + + + + \ No newline at end of file diff --git a/faqs.qmd b/faqs.qmd index 2e9b860..0974cdb 100644 --- a/faqs.qmd +++ b/faqs.qmd @@ -26,7 +26,7 @@ We strongly encourage responsible owners of both regular and ad-hoc analysis to ## How should I identify the Senior Responsible Owner, Commissioner, Analyst and Analytical Assurer? -The Aqua Book refers to four groups responsible for the assurance of analysis: commissioners, senior responsible owners (SROs), analyst teams (who usually report to the SRO) and analytical assurers. It is the responsibilities that each role carries that matters, not the name of the role. +The Aqua Book sets out four roles responsible for the assurance of analysis: commissioners, senior responsible owners (SROs), analyst teams (who usually report to the SRO) and analytical assurers. What matters is making sure that each assurance role is covered in your workflow and that individuals know about and accept their responsibilities, not the name of the role. As a project team, you should make sure that each role is in place and you understand how it will operate so that you have the right assurance. The Aqua Book makes no expectations about levels of seniority or grade of each of the occupiers of the roles. It does not specify whether roles should be held by a person or could be held by a committee or other governance group (such as a Senior Leadership Team). The key consideration is whether or not the person or group that undertakes the assurance role have the skills and resources they need to meet the requirements of the role. How the roles are covered in a particular analysis workflow will vary from project to project, depending on how the work is planned and assured. diff --git a/index.html b/index.html new file mode 100644 index 0000000..28c7694 --- /dev/null +++ b/index.html @@ -0,0 +1,650 @@ + + + + + + + + + +Quality Questions - + + + + + + + + + + + + + + + + + + + + + + + + + + +
    +
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    + + + +
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    +

    Aims

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    This guidance provides a set of questions to help analytical and statistical teams evaluate the quality of their analysis throughout the production cycle. The guidance is here to support teams in meeting the Office for National Statistics’s (ONS) strategic objectives for improving statistical quality. You can find more information about our strategic objectives on statistical quality in the ONS Statistical Quality Improvement Strategy. ONS manages quality through a strategic risk approach.

    +

    The guidance has five main aims:

    +
      +
    1. To help analysts understand the level of risk they are carrying in their analytical workflows. Reflecting on the questions asked in this template, documenting the mitigation that is planned or in place or noting that the project is accepting issues or risks and why enables you to identify potential quality issues and decide how to manage and prioritise them. Having this information in once place provides a sound basis for regular reviews of assumptions, issues and risks associated with the workflow, in line with recommended good practice.
    2. +
    3. To ensure there is a consistent end-to-end QA approach across divisions and teams in ONS.
      +
    4. +
    5. To make it easier to comply with good practice guidance and standards including the ONS Quality Practices, ONS Quality Standard for Analysis, the government AQUA Book and the Code of Practice for Statistics, the Analysis Function Functional Standard for Analysis and the Government Service Manual which explains how to research, document and validate user needs.
      +
    6. +
    7. To ensure there is a consistent understanding of roles and responsibilities when producing high quality analysis and statistics.
      +
    8. +
    9. To make it easier to create critical project documentation including an assumptions and decisions log, issue and decisions log, risk register and divisional Quality Improvement Plan.
    10. +
    +

    The AQuA book sets out a standard framework for managing analytical quality in government. The AQuA framework is there to make sure that our work can be trusted to inform good decision making, while the Code of Practice for Statistics sets out the principles and practices that producers of official statistics should commit to. Two other pieces of guidance have motivated us to produce this template. One is the Analysis Function guidance on Quality Questions and Red Flags. The other is the Office for Statistics Regulation (OSR) guidance on Thinking about quality when producing statistics. Both of these provide sets of questions that analysts can use to interrogate their work and assure its quality.

    +

    Building on these cross-government resources, this guidance sets out quality questions that are relevant for each stage of analytical cycle. The quality questions are at their most effective if they are asked at the right stage. Once that stage is passed, experience suggests that it is normally difficult to go back and address the points the questions ask through retrofitting at a later stage of the analysis.

    +

    Each question is linked with the Code of Practice for Statistics pillars of Trustworthiness, Quality and Value. We explain the importance and relevance of each question in light of the three pillars so teams can better understand and apply these principles through out the project life cycle.

    +

    Quality questions are also categorised by which responsible role from the AQuA book would usually answer them. The idea is to highlight the clear line of accountability set out in the Aqua book in an easy-to-understand manner. We want to make it easier for teams to decide how the three key Aqua roles of commissioner, senior responsible owner (and their analysis team) and analytical assurer are covered in their own workflows.

    +
    +
    +

    Structure of the guidance

    +

    There are 60 quality questions in total. They cover all the stages of the analytical cycle.

    +

    Answering 60 questions may seem a daunting task at first. The questions are designed to help you as you work your way through the analytical process, rather than to be answered all at once. Creating a log of answers as you move through the stages of the analysis workflow will help you to check that your work meets analytical standards, follows good practice and (if relevant) complies with the Code of Practice for Statistics.

    +

    Answering the questions will also help you make sure that everybody working on the analysis has a clear understanding of how and why it works as it does, and to support your users when writing your outputs. Moreover, most of the answers will help you to produce the critical documents that mitigate risk like an assumptions log, decisions log, issues log, and technical guides for your team and your users.

    +

    The Aqua book divides the stages of the analytical cycle into:

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      +
    1. Scoping
      +
    2. +
    3. Design
      +
    4. +
    5. Conducting and checking analysis
      +
    6. +
    7. Delivery
    8. +
    +

    The stages are covered by the following tabs on this website:

    +
    +

    a) Quality Questions

    +

    This tab lists the quality questions that are relevant for each stage of analytical cycle. It provides space in the form of editable text boxes (with no word limit) to write the answers. We encourage commissioner, analyst team and analytical assurer to answer all the questions given their responsibilities.

    +

    User needs or project aims often change over time, so the template allows you to edit answers by simply changing the text in the editable text boxes. To track these changes, the person writing the answer should include their full-name, the date they have added the answer, and the date the next review is due.

    +

    The Senior responsible owner (SRO) is the lead analyst responsible for the workflow (or relevant part of it). The SRO needs to sign-off all the answers. It is best to complete and save the log of answers for each stage of analytical cycle. Answers can be saved by pressing Ctrl+S. To undo a action press Ctrl+Z. Pressing Ctrl+S will automatically download a copy of the HTML page on your machine.

    +
    +
    +

    b) Importance

    +

    This tab explains why understanding each quality question matters and explains the potential risks and benefits around it. It tries to address the valid question of “why should I care about this?”.

    +
    +
    +

    c) Code of Practice for Statistics

    +

    This tab shows the pillars and principles of Code of Practice for Statistics each quality question relates to. The text in this column is copied from Code of Practice for Statistics. Even if your work does not directly feed into the production of official statistics, compliance with the principles and practices of the Code is a good way to strengthen the resilience of your work, increase transparency and clarity and reduce risk.

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    d) AQuA roles and responsibilities

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    This tab explains the responsibilities required to deliver analysis that is fit-for-purpose. The roles and responsibilities in this tab are reproduced from AQuA book. The tab links the quality questions with the relevant AQuA Book responsibilities at each stage of analytical cycle.

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    The AQuA book recommends the creation of four identifiable roles to cover different areas of responsibility: * Commissioner * Senior Responsible Owner * Analyst * Analytical assurer

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    Responsibilities of the Senior Responsible Owner
    +The Senior Responsible Owner (SRO) is accountable for the analytical workflow throughout its lifecycle. The Senior Responsible Owner is usually a senior member of the analytical team, and works closely with (or manages) the Analyst role. There is no minimum grade for the SRO role, but they should have the expertise, resources and accountability to ensure that the analysis is well designed, complies with relevant standards, works as intended and is fit for purpose. - Signs off all important decisions made about the analysis to ensure that it is fit-for-purpose, prior to use.

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    Responsibilities of Commissioner The Commissioner
    +- Ensures that context is understood so quality assurance is appropriate and proportionate.
    +- Ensures that there is enough time and resource for required assurance and account for risk.
    +- Must understand strengths and limitations including uncertainty so results are interpreted correctly.
    +- Delivers QUALITY OF OUTCOME (“The analysis meets user needs and we understand its limitations”).

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    Responsibilities of Analyst
    +- Assist the Commissioner in framing the question to ensure the right analysis is done.
    +- Manage external specialists.
    +- Design, build, document and run the analysis.
    +- Delivers QUALITY OF CONTENT (“The analysis is well-designed and users the right tools and methods to meet user needs”).

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    Responsibilities of Analytical Assurer
    +- Ensures that the evidence is there to demonstrate that appropriate quality assurance has happened and that uncertainty is communicated appropriately.
    +- Advises the Commissioner on whether appropriate QA has happened and about any outstanding risks.
    +- Involved throughout from design through to use.
    +- Delivers QUALITY OF PROCESS (“The analysis does what it is supposed to do and we can prove it”).

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    + + + + + \ No newline at end of file diff --git a/quality_questions.qmd b/quality_questions.qmd index 43eaa7f..26f1b4a 100644 --- a/quality_questions.qmd +++ b/quality_questions.qmd @@ -346,7 +346,7 @@ table, th, td { - + @@ -604,7 +604,7 @@ table, th, td {
    Quality Questions Quality Question Why do I need to know the answer to this?
    - + @@ -871,9 +871,9 @@ table, th, td {
    Quality Questions Quality Question Which pillar and principle of Code of Practice are relevant here? *Trustworthiness (T), Quality (Q), Value (V)
    - - - + + +
    Quality Questions Who is responsible for answering this in light of AQUA book? Which AQUA book responsibilities have a role? Quality Question Which AQuA book role(s) would normally answer this? Why are these AQuA roles involved here?