Research Managers will use Verifiers in the research production process to increase efficiency and client satisfaction.

<aside> <img src="/icons/close_blue.svg" alt="/icons/close_blue.svg" width="40px" /> We will not use this process for large projects. New Guidance is coming soon!

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Teammate or Outline?

What does it mean (2.5 x 1.5 in).png

Needed Forms/Responses

  1. RM Submission to Verification
  2. Verifier Responses

Job Flow Chart

RM Ownership Start to Finish

<aside> <img src="/icons/checklist_blue.svg" alt="/icons/checklist_blue.svg" width="40px" /> The steps are easy! 1. Analyze ResearchOS from Strategy Dash. 2. Send for Verification. 3. Scope the job. 4. Send to Research.

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<aside> <img src="/icons/view_blue.svg" alt="/icons/view_blue.svg" width="40px" /> Understand the process and ready to scope? Take a look below!

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Scoping with ResearchOS

Quick Checklist


  1. Obtain ResearchOS
    1. This Tango shows you how to access the AI Admin Dash so you can access your ResearchOS.
      1. You will notice that the client's name is also shared. This is the easiest way to locate the run you need.
  2. Create a document and paste the ResearchOS run.
  3. DO NOT send Best Practices or Top/Best to be verified. These will need to be fully researched by the analyst. You can share the ResearchOS with w/the analyst to get ideas, but we do not want to base the scope on this.
  4. Paste in all the objectives from the ResearchOS run at the top.