Materiality decision log template
A free log template for recording AI materiality decisions per instruction — decision, reasoning, decision-maker, client notice and output-review plan — with worked examples.
Free download — no sign-up. CSV, opens in Excel.
What's inside
- One row per decision: project, client, AI system, how it's used, the material/immaterial call, the reasoning, who decided, when.
- Follow-through columns: client notice sent, output review plan — the actions a 'material' verdict triggers.
- Two worked example rows showing a material and an immaterial call on the same project.
How to use it
- Record per instruction and per use — the same tool can be material on one job and immaterial on the next.
- Write reasoning that references the actual usage; an unattributed 'immaterial' in a cell is an argument waiting to happen.
- Log immaterial calls too: cheap insurance that shows the question was asked.
Templates cover the format; keeping them current is the real work. In ComplyQS these records generate and update themselves from the decisions you log — 180 days free.
Try ComplyQS insteadRelated reading: How to make and record the materiality call · Recording it in ComplyQS (guide)
This template is general information, not legal or professional advice — adapt it to your firm's circumstances. ComplyQS is not affiliated with or endorsed by RICS.