Datasets:

aitrainingdatabroker
/

company-record-types-and-limits

id stringlengths 7 7	record_type stringclasses 33 values	record_type_slug stringclasses 33 values	kind stringclasses 2 values	label stringlengths 5 56	text stringlengths 18 172	source_url stringclasses 33 values
rec-001	Work orders and dispatch notes	work-orders-and-dispatch-notes	what_it_holds	The request	A customer or a dispatcher describes a problem in their own words, often incompletely.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-002	Work orders and dispatch notes	work-orders-and-dispatch-notes	what_it_holds	The assignment	Who was sent and the reason for choosing them, from skills, location, parts or availability.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-003	Work orders and dispatch notes	work-orders-and-dispatch-notes	what_it_holds	The finding	What the technician actually saw, which often differs from the request.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-004	Work orders and dispatch notes	work-orders-and-dispatch-notes	what_it_holds	The fix and the parts	The steps taken, what was replaced and what was put off for another visit.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-005	Work orders and dispatch notes	work-orders-and-dispatch-notes	what_it_holds	The follow-up	A callback, a warranty claim or a second visit that shows whether the fix held.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-006	Work orders and dispatch notes	work-orders-and-dispatch-notes	limits	Addresses and contact details	Customer names, phone numbers and street addresses are replaced with stable stand-ins.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-007	Work orders and dispatch notes	work-orders-and-dispatch-notes	limits	Staff names and photos	Technician and dispatcher names go, and photos with faces, plates or house numbers are dropped or blurred.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-008	Work orders and dispatch notes	work-orders-and-dispatch-notes	limits	Anything a contract restricts	Jobs done under a client's own master agreement are checked before they enter a set.	https://aitrainingdatabroker.com/data/work-orders-and-dispatch-notes/
rec-009	Change orders and RFIs	change-orders-and-rfis	what_it_holds	The question	An RFI states what is unclear or impossible in the documents, often with a sketch or photo.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-010	Change orders and RFIs	change-orders-and-rfis	what_it_holds	The response	The designer or owner answers, sometimes after a delay that itself costs money.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-011	Change orders and RFIs	change-orders-and-rfis	what_it_holds	The pricing	A change order sets out cost and time, with the back-and-forth that produced the figure.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-012	Change orders and RFIs	change-orders-and-rfis	what_it_holds	The approval	Who signed, in what order and after which objections.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-013	Change orders and RFIs	change-orders-and-rfis	what_it_holds	The effect	The later record that shows whether the change solved the problem or caused another.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-014	Change orders and RFIs	change-orders-and-rfis	limits	Attached drawings	The drawings belong to the designer or owner. Attachments are dropped unless there is a right to license them.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-015	Change orders and RFIs	change-orders-and-rfis	limits	Pricing under confidentiality terms	Subcontractor and supplier prices are screened against contract terms.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-016	Change orders and RFIs	change-orders-and-rfis	limits	Names and project identifiers	People, addresses and project numbers are replaced with stable stand-ins.	https://aitrainingdatabroker.com/data/change-orders-and-rfis/
rec-017	Support tickets	support-tickets	what_it_holds	The full thread	Every message from opening to closing, not only the first line and the resolution.	https://aitrainingdatabroker.com/data/support-tickets/
rec-018	Support tickets	support-tickets	what_it_holds	Internal notes	The comments agents leave for each other, where the reasoning often sits.	https://aitrainingdatabroker.com/data/support-tickets/
rec-019	Support tickets	support-tickets	what_it_holds	Escalations	Cases that moved up a level, with the reason and the outcome.	https://aitrainingdatabroker.com/data/support-tickets/
rec-020	Support tickets	support-tickets	what_it_holds	Reopened tickets	A problem that came back shows that the first fix did not hold.	https://aitrainingdatabroker.com/data/support-tickets/
rec-021	Support tickets	support-tickets	what_it_holds	Tags, categories and ratings	Structure that helps match the text to a result.	https://aitrainingdatabroker.com/data/support-tickets/
rec-022	Support tickets	support-tickets	limits	Customer identity	Names, emails, phone numbers and account numbers become stable stand-ins, so one customer is still one person across all their tickets.	https://aitrainingdatabroker.com/data/support-tickets/
rec-023	Support tickets	support-tickets	limits	Attachments	Screenshots, logs and files are dropped unless they have been cleaned.	https://aitrainingdatabroker.com/data/support-tickets/
rec-024	Support tickets	support-tickets	limits	Sensitive categories	Tickets about health, payment disputes involving card data and security incidents are screened out or handled separately.	https://aitrainingdatabroker.com/data/support-tickets/
rec-025	Quotes and estimates	quotes-and-estimates	what_it_holds	The first version	What was asked for and what the firm offered at the start.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-026	Quotes and estimates	quotes-and-estimates	what_it_holds	The revisions	Every change in scope or price, with the message that prompted it.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-027	Quotes and estimates	quotes-and-estimates	what_it_holds	Options presented	Good, better and best packages, and which one the customer chose.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-028	Quotes and estimates	quotes-and-estimates	what_it_holds	Lost quotes	Proposals that did not win, with whatever reason was written down.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-029	Quotes and estimates	quotes-and-estimates	what_it_holds	The outcome	The final invoice, so the quote can be compared to what was actually delivered.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-030	Quotes and estimates	quotes-and-estimates	limits	Customer names and contacts	Replaced with stable stand-ins so one customer can be followed from quote to quote.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-031	Quotes and estimates	quotes-and-estimates	limits	Margins and cost sheets	Internal cost build-ups are left out unless the owner chooses to include them.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-032	Quotes and estimates	quotes-and-estimates	limits	Customer-confidential specifications	Requests for quotation that carry the customer's own confidential designs are screened against their terms.	https://aitrainingdatabroker.com/data/quotes-and-estimates/
rec-033	Team chat	team-chat	what_it_holds	Decision threads	A question, the options people floated, the ones that were dropped and the call that was made.	https://aitrainingdatabroker.com/data/team-chat/
rec-034	Team chat	team-chat	what_it_holds	Channel history	Months of a team talking about one customer, project or incident, in order.	https://aitrainingdatabroker.com/data/team-chat/
rec-035	Team chat	team-chat	what_it_holds	Replies, edits and reactions	Who agreed, who objected and what was corrected afterwards.	https://aitrainingdatabroker.com/data/team-chat/
rec-036	Team chat	team-chat	what_it_holds	Shared files and links	Often the most sensitive part; usually left out of the first set.	https://aitrainingdatabroker.com/data/team-chat/
rec-037	Team chat	team-chat	what_it_holds	Direct messages	Private by expectation. Normally excluded unless the company policy and every rule that applies allow them.	https://aitrainingdatabroker.com/data/team-chat/
rec-038	Team chat	team-chat	limits	Direct messages	Left out by default. Including them is a separate decision with its own review.	https://aitrainingdatabroker.com/data/team-chat/
rec-039	Team chat	team-chat	limits	Pasted secrets	Passwords, keys and card numbers that people drop into channels are searched for and removed.	https://aitrainingdatabroker.com/data/team-chat/
rec-040	Team chat	team-chat	limits	Personal chatter	Channels about lunch, health or family are dropped before anyone reads them.	https://aitrainingdatabroker.com/data/team-chat/
rec-041	CRM history	crm-history	what_it_holds	Activity timeline	Calls, emails, meetings and tasks against each account, in order.	https://aitrainingdatabroker.com/data/crm-history/
rec-042	CRM history	crm-history	what_it_holds	Notes	Free text written by the salesperson right after a call, often the most candid record in the company.	https://aitrainingdatabroker.com/data/crm-history/
rec-043	CRM history	crm-history	what_it_holds	Stage changes	When a deal moved forward or back, and who moved it.	https://aitrainingdatabroker.com/data/crm-history/
rec-044	CRM history	crm-history	what_it_holds	Won and lost reasons	The explanation entered when a deal closed, where there is one.	https://aitrainingdatabroker.com/data/crm-history/
rec-045	CRM history	crm-history	what_it_holds	Linked emails and call logs	Messages attached to the deal, which tie the structured data to the conversation.	https://aitrainingdatabroker.com/data/crm-history/
rec-046	CRM history	crm-history	limits	Contact details	Names, emails and phone numbers become stable stand-ins, so one buyer stays one person across their whole history.	https://aitrainingdatabroker.com/data/crm-history/
rec-047	CRM history	crm-history	limits	Purchased lists	Contacts bought from a data vendor usually come with terms that forbid reuse, so they are screened out.	https://aitrainingdatabroker.com/data/crm-history/
rec-048	CRM history	crm-history	limits	Customer-confidential pricing	Quotes under a customer's own non-disclosure terms are checked one by one.	https://aitrainingdatabroker.com/data/crm-history/
rec-049	Call recordings	call-recordings	what_it_holds	Audio	The recording itself, which carries voices, accents and background sound.	https://aitrainingdatabroker.com/data/call-recordings/
rec-050	Call recordings	call-recordings	what_it_holds	Transcripts	Text of the call, usually machine-made, with speaker labels.	https://aitrainingdatabroker.com/data/call-recordings/
rec-051	Call recordings	call-recordings	what_it_holds	Call metadata	Who called, when, for how long and which account it relates to.	https://aitrainingdatabroker.com/data/call-recordings/
rec-052	Call recordings	call-recordings	what_it_holds	Scorecards and tags	Reviews by managers or software that rate how a call went.	https://aitrainingdatabroker.com/data/call-recordings/
rec-053	Call recordings	call-recordings	what_it_holds	Follow-up notes	What the rep wrote afterwards, which ties the call to an outcome.	https://aitrainingdatabroker.com/data/call-recordings/
rec-054	Call recordings	call-recordings	limits	Calls without a clear notice	If there is no record of how consent was given, the call is left out.	https://aitrainingdatabroker.com/data/call-recordings/
rec-055	Call recordings	call-recordings	limits	Customer voices	The customer side of a call is replaced in a transcript, or dropped, because the customer never agreed to anything.	https://aitrainingdatabroker.com/data/call-recordings/
rec-056	Call recordings	call-recordings	limits	Regulated calls	Health, payment card and financial advice calls carry extra rules and are usually excluded.	https://aitrainingdatabroker.com/data/call-recordings/
rec-057	Accounting and ERP records	accounting-and-erp-records	what_it_holds	Invoices and credit memos	Raised, disputed, adjusted and credited, with the notes that explain each change.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-058	Accounting and ERP records	accounting-and-erp-records	what_it_holds	Approval trails	Who signed off on a purchase or a payment, in what order.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-059	Accounting and ERP records	accounting-and-erp-records	what_it_holds	Reconciliation notes	Why the bank and the books disagreed and what closed the gap.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-060	Accounting and ERP records	accounting-and-erp-records	what_it_holds	Purchase orders and receipts	The path from a request to goods received to a bill paid.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-061	Accounting and ERP records	accounting-and-erp-records	what_it_holds	Memo and comment fields	Free text on transactions, where a person wrote the reason.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-062	Accounting and ERP records	accounting-and-erp-records	limits	Bank and tax identifiers	Account numbers, tax numbers and card details are removed.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-063	Accounting and ERP records	accounting-and-erp-records	limits	Payroll	Pay, benefits and personal records of staff are excluded entirely.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-064	Accounting and ERP records	accounting-and-erp-records	limits	Books kept for clients	A bookkeeping firm's client ledgers belong to the clients, not to the firm.	https://aitrainingdatabroker.com/data/accounting-and-erp-records/
rec-065	Project and task history	project-and-task-history	what_it_holds	Comments on tasks	The discussion under each item: clarifications, disagreements and decisions.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-066	Project and task history	project-and-task-history	what_it_holds	Status changes	When an item moved and who moved it, including the moves backward.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-067	Project and task history	project-and-task-history	what_it_holds	Links between items	Blocked by, related to, duplicate of, which show how work depends on other work.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-068	Project and task history	project-and-task-history	what_it_holds	Sprint or cycle reviews	What was planned, what finished and what slipped.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-069	Project and task history	project-and-task-history	what_it_holds	Attachments and specs	Documents tied to a task, usually screened out first.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-070	Project and task history	project-and-task-history	limits	Client names and project codes	Replaced with stable stand-ins, so one client still reads as one client across hundreds of items.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-071	Project and task history	project-and-task-history	limits	Security and access notes	Tasks about credentials, vulnerabilities or system access are removed.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-072	Project and task history	project-and-task-history	limits	Items from other companies' boards	Work shared with a client or partner under their own account is checked for rights first.	https://aitrainingdatabroker.com/data/project-and-task-history/
rec-073	SOPs and knowledge bases	sops-and-knowledge-bases	what_it_holds	Procedures and checklists	Step-by-step instructions for recurring work, including the ones nobody follows exactly.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-074	SOPs and knowledge bases	sops-and-knowledge-bases	what_it_holds	Version history	How a procedure changed over time and why, if the edits carry notes.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-075	SOPs and knowledge bases	sops-and-knowledge-bases	what_it_holds	Comments on pages	Questions from staff and answers from the owner of the page.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-076	SOPs and knowledge bases	sops-and-knowledge-bases	what_it_holds	Runbooks	Instructions for handling an incident or a recurring failure.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-077	SOPs and knowledge bases	sops-and-knowledge-bases	what_it_holds	Onboarding guides	What a new hire is taught, which shows what the company thinks matters.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-078	SOPs and knowledge bases	sops-and-knowledge-bases	limits	Public articles	Anything already published on your website is dropped, because it adds nothing new.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-079	SOPs and knowledge bases	sops-and-knowledge-bases	limits	Policies with personal data	HR procedures that name people, pay or disciplinary cases are excluded.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-080	SOPs and knowledge bases	sops-and-knowledge-bases	limits	Documents owned by others	Client manuals, partner specifications and licensed templates are checked for rights, and most are left out.	https://aitrainingdatabroker.com/data/sops-and-knowledge-bases/
rec-081	Code and pull request history	code-and-pull-request-history	what_it_holds	Commits with their messages	A saved change with the author’s note on why it was made. The note is a ready-made explanation of the change beside it.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-082	Code and pull request history	code-and-pull-request-history	what_it_holds	Pull requests and review discussion	The proposed change and the comments that asked for something different. Often where a senior engineer explains what is wrong.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-083	Code and pull request history	code-and-pull-request-history	what_it_holds	Issues and tickets linked to the change	The bug report or request that started the work, so a problem can be followed to its fix.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-084	Code and pull request history	code-and-pull-request-history	what_it_holds	Tests and build configuration	The checks that decided whether a change was good, and the history of how they evolved.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-085	Code and pull request history	code-and-pull-request-history	what_it_holds	Design notes and postmortems	The write-ups kept in the same tools, which explain a decision after the fact.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-086	Code and pull request history	code-and-pull-request-history	limits	Secrets, keys and credentials	Found in the full history and removed. The keys are replaced by the engineering team in any case.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-087	Code and pull request history	code-and-pull-request-history	limits	Code the company does not own	Client work, forks of open-source projects and third-party code are excluded.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-088	Code and pull request history	code-and-pull-request-history	limits	Personal data in test fixtures and logs	Customer records that crept into tests or example files are removed.	https://aitrainingdatabroker.com/data/code-and-pull-request-history/
rec-089	CAD and engineering files	cad-and-engineering-files	what_it_holds	Native assemblies with their feature history	The parts, the constraints and the sequence of operations, not only an exported shape. The sequence is what shows how the designer thought.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-090	CAD and engineering files	cad-and-engineering-files	what_it_holds	Circuit designs and board layouts	Schematics and layouts, with the revisions that fixed problems found in testing.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-091	CAD and engineering files	cad-and-engineering-files	what_it_holds	Drawings and bills of materials	The documents that turn a design into something a shop can build, with their change notes.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-092	CAD and engineering files	cad-and-engineering-files	what_it_holds	Simulation and analysis files	Models that predicted stress, heat or flow, kept with the result of the real test.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-093	CAD and engineering files	cad-and-engineering-files	what_it_holds	Test results for the design	Measured performance, which makes a design more than a picture.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-094	CAD and engineering files	cad-and-engineering-files	limits	Customer-owned designs	Left out unless the customer agrees in writing.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-095	CAD and engineering files	cad-and-engineering-files	limits	Supplier and catalog parts	Excluded, because the company does not own them.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-096	CAD and engineering files	cad-and-engineering-files	limits	Controlled or sensitive designs	Anything under export controls or defense contracts is left out.	https://aitrainingdatabroker.com/data/cad-and-engineering-files/
rec-097	Closed-deal files	closed-deal-files	what_it_holds	The data room	The documents made available during the process, kept as they were, with the questions asked and answered.	https://aitrainingdatabroker.com/data/closed-deal-files/
rec-098	Closed-deal files	closed-deal-files	what_it_holds	The model	The spreadsheet that priced the deal, with notes on each input and the cases that were run.	https://aitrainingdatabroker.com/data/closed-deal-files/
rec-099	Closed-deal files	closed-deal-files	what_it_holds	The memo	The written case for the decision, with the risks raised and the answers given.	https://aitrainingdatabroker.com/data/closed-deal-files/
rec-100	Closed-deal files	closed-deal-files	what_it_holds	Correspondence with the other side	How terms moved from first offer to signing, once names are removed.	https://aitrainingdatabroker.com/data/closed-deal-files/

End of preview. Expand in Data Studio

Company Record Types and Their Limits

For 33 record types (support tickets, team chat, CRM history, CAD files, tool exports and more), what a set of them holds (what_it_holds) and what limits its use (limits), one item per row.

All text is our own, taken from pages we publish at aitrainingdatabroker.com. Nothing comes from a customer.

Size

274 train rows.

Fields

Field	Meaning
`id`	`rec-001` and up
`record_type`	the record type, such as Support tickets
`record_type_slug`	its page slug
`kind`	`what_it_holds` or `limits`
`label`	short name of the item
`text`	what it is and why it matters
`source_url`	the page it comes from

Load it

from datasets import load_dataset
ds = load_dataset("aitrainingdatabroker/company-record-types-and-limits", split="train")
chat = ds.filter(lambda r: r["record_type_slug"] == "team-chat")

Limits

Written for general guidance in October 2026; tool export menus and rules change.
Not a checklist for any one company.

License and credit

CC BY 4.0. Please credit AI Training Data Broker and link to https://aitrainingdatabroker.com/ when you share or build on it.

About

AI Training Data Broker is a broker and technical advisor for companies that sell or license their data to AI labs. It guides the technical side, including export, format, de-identification and compliance, and publishes free guides, checklists and tools.