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R04 · Quality

# Query and filter test

What it is for. Check for omissions and false positives before activating rules.

[Excel (.xlsx)](https://academy.innguma.com/en/library/descargas/R04-query-and-filter-test.xlsx)[Word (.docx)](https://academy.innguma.com/en/library/descargas/R04-query-and-filter-test.docx)[PDF for printing](https://academy.innguma.com/en/library/descargas/R04-query-and-filter-test.pdf)[Text (.md)](https://academy.innguma.com/en/library/descargas/R04-query-and-filter-test.md)[See the template](https://academy.innguma.com/en/library/query-and-filter-test/#plantilla)

The four downloads (Excel, Word, PDF and text) are generated from this same sheet.

**When to use it.** Before making a decision or updating the corresponding product. You can use a spreadsheet, a document or a notebook; no software licences are needed.

## How to use it

1.  Start with the real decision or question you need to resolve and set a cut-off date.
2.  Fill in only what can be verified; write **NOT VERIFIED** when data is missing.
3.  Separate observed facts, hypotheses and implications, and name a reviewer.
4.  Keep the original version and record relevant changes when you update it.

Do it yourself

## Editable template

| Rule / version | Expected cases | Hits | Misses | False positives | Adjustment | New test |
| --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |

Company A case · simulation

Fictional case

## Guided example · Company A

Company A’s query detects announcements about “thermal storage”, but misses publications that talk about “heat accumulation”; the synonym is added and the test is run again.

Educational simulation: fictional information and organisations.

## Mistake to avoid

Do not optimise solely to reduce volume: a critical miss can be worse than several false positives.

## Final check

-   Is it clear which decision or need it serves?
-   Can the evidence be located, and is it dated?
-   Are uncertainties and limits made explicit?
-   Can someone else repeat or review the work?

**Notice:** entirely fictional case. The tools are for educational purposes; they do not represent an audit or certification.

**Where you learn it** 

-   [2.3 · Capture strategy, filters and quality](https://academy.innguma.com/en/designing-a-monitoring-system/capture-strategy-filters-and-quality/)
-   [2.5 · Designing the monitoring plan](https://academy.innguma.com/en/designing-a-monitoring-system/designing-the-monitoring-plan/)
-   [4.4 · Evaluating and improving without falling for vanity metrics](https://academy.innguma.com/en/method-governance-and-une-166006/evaluating-and-improving-without-falling-for-vanity-metrics/)

**In the Lab** 

[L03 · Filter test](https://academy.innguma.com/en/lab/filter-test/)

**Use** 

It works with a spreadsheet, a document or a notebook, with no software licences. It does not replace expert review or certify regulatory compliance.