Database join planning and audit worksheet
StatMedAnalysis | Version 2026-10-31

Purpose: Plan and validate joins with aggregate diagnostics. Keep real identifiers and row-level records in the approved data environment.

Instructions: Save a working copy, fill each prompt, and retain source locations. Use NOT REPORTED, NOT APPLICABLE or UNRESOLVED rather than an ambiguous blank. Do not enter patient identifiers. This worksheet is an original planning aid, not a validated instrument.

1. Purpose and intended unit of the final row
Response: ______________________________

2. Left and right dataset versions and owners
Response: ______________________________

3. Join keys including required visit/time components
Response: ______________________________

4. Key type, case, whitespace and unit normalization rules
Response: ______________________________

5. Missing-key behavior and explicit exclusion/retention rule
Response: ______________________________

6. Expected relationship: one-to-one, one-to-many, many-to-one or many-to-many
Response: ______________________________

7. Duplicate key counts on each side and justification
Response: ______________________________

8. Rows and unique keys before joining
Response: ______________________________

9. Expected matched and unmatched counts; equality-join assumptions
Response: ______________________________

10. Actual rows after joining and comparison with expected counts
Response: ______________________________

11. Checks for duplicated outcomes, conflicting fields and lost records
Response: ______________________________

12. Reviewer, date, corrective action and reproducible script location
Response: ______________________________

Next action / owner / due date: ______________________________