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field guide / candidate

Account dossiers — forms

The distinct forms record for Account dossiers. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID
field-guide:account-dossiers
Parent lifecycle
candidate
Page lane
plan
Lane lifecycle
proposed
Owner
Wick
Owner role
Not separately recorded
Owner status
Not separately recorded
Qualification result
NOT RUN · held for evidence and human review

Working browser surface: Field guides — documentation — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Proposed form sections

Each section is a candidate schema for inspectable records. Required-field presence does not establish factual truth.

Dossier identity

Define the account dossier and its ownership without implying a connected customer or production system.

  • dossier title
  • account label or alias
  • canonical local record ID
  • owner agent
  • human reviewer
  • lifecycle
  • visibility
  • created date
  • last reviewed date
  • next review date

Scope and related jobs

Bind the dossier to the supplied source record and its related jobs.

  • selected related jobs
  • research question
  • outreach objective
  • response-triage scope
  • campaign-chronology scope
  • in-scope date range
  • out-of-scope items

Evidence register

Capture source-labelled facts and preserve traceability.

  • evidence item title
  • source locator
  • source type
  • source date
  • retrieval or observation date
  • source SHA-256 if available
  • quoted or summarized evidence
  • confidence label
  • linked note or file reference
  • provenance statement

Working synthesis

Distinguish observed evidence from hypotheses and proposed implications.

  • account context derived from evidence
  • open questions
  • contradictions
  • hypotheses
  • recommended next investigation
  • unsupported claims explicitly held

Campaign chronology

Record dated events and communication state without claiming external delivery.

  • event date
  • event label
  • event source
  • event summary
  • related message draft
  • response state
  • uncertainty or missing interval
  • chronology reviewer

Outreach and message preparation

Prepare bounded outreach artifacts for human review.

  • proposed recipient label
  • recipient source context
  • message purpose
  • draft subject
  • draft body
  • attachments or linked records
  • personalization evidence
  • send status
  • human approval status

Workback and review

Make the next actions and review deadlines explicit.

  • task title
  • owner
  • priority
  • due date and time
  • recurrence candidate
  • dependency
  • completion state
  • review signal
  • escalation note

Completion and handoff

Record what is complete, what remains held, and who owns the next decision.

  • completion checklist
  • evidence count
  • open-risk count
  • handoff recipient
  • handoff date
  • approval record
  • held effects
  • next action
  • revision note

Accessible state contract

  • Every field requires a visible and programmatic label.
  • Required and optional fields must be stated in text.
  • Invalid entries require an actionable message linked to the field.
  • Blocked and Held states remain visible without relying on color alone.

Supporting documentation fields

These fields come from the tools lane and remain separate from the primary operating form.

Account identity

Define the account without asserting unverified customer or provider state.

  • account name
  • canonical account ID
  • known aliases
  • owner agent
  • dossier status
  • internal visibility

Evidence register

Capture traceable source material and separate observation from interpretation.

  • source locator
  • source type
  • retrieved or observed date
  • source SHA-256 when available
  • quoted or summarized evidence
  • provenance note
  • confidence label
  • unsupported claims to hold

Related work

Connect the dossier to existing research, outreach, drafts, triage, and chronology records.

  • related job or record ID
  • relationship type
  • record owner
  • current lifecycle
  • last reviewed date
  • next review date

Outreach preparation

Prepare communication context while preserving human control over recipients and sending.

  • message purpose
  • proposed recipient identity
  • source context
  • draft status
  • personalization rationale
  • attachments or linked records
  • send approval state

Review and handoff

Make unresolved risks, deadlines, and ownership explicit.

  • reviewer
  • decision state
  • decision rationale
  • open questions
  • due date
  • escalation owner
  • handoff receipt

Required or proposed record references

No record existence is asserted by this documentation page.

  • Account dossier record with canonical ID, owner Wick, lifecycle, provenance, source locators, source SHA-256 when available, revision, tags, links, and attachments
  • Source-labelled research notes
  • Local file references for supporting material
  • Linked records for World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology
  • To-do records for research, review, and follow-up deadlines
  • Draft message records with recipient and source context
  • Approval record for any proposed decision or external communication
  • Agent log receipt recording authority, evidence, current state, and held effects
  • account dossier record with canonical ID, owner, lifecycle, source locators, source SHA-256, provenance, revision, tags, links, and attachments
  • source-labelled note for every material claim
  • linked records for World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology
  • human-review approval record before any qualification, publication, or external send

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

  • source_record:field-guide:account-dossiers
  • agents/index.html#wick
  • Observed native contract: project_and_field_guide_collections
  • Observed native contract: deadlines
  • Observed native contract: records
  • Observed native contract: pointguard
  • App route: /app/pointguard/
  • App route: /app/notebook/field-guides/
  • App route: /app/notebook/notes/
  • App route: /app/notebook/files/
  • App route: /app/notebook/projects/
  • App route: /app/notebook/to-dos/
  • App route: /app/notebook/messages/
  • App route: /app/notebook/approvals/
  • App route: /app/notebook/search/
  • App route: /app/notebook/agent-logs/
  • Allowed instrument: date-duration-calculator
  • Allowed instrument: countdown-days-until-timer
  • OBSERVED_NATIVE_CONTRACT.project_and_field_guide_collections
  • OBSERVED_NATIVE_CONTRACT.records
  • OBSERVED_NATIVE_CONTRACT.pointguard
  • APP_ROUTES:/app/pointguard/
  • APP_ROUTES:/app/notebook/notes/
  • APP_ROUTES:/app/notebook/files/
  • APP_ROUTES:/app/notebook/projects/
  • APP_ROUTES:/app/notebook/messages/
  • APP_ROUTES:/app/notebook/approvals/
  • APP_ROUTES:/app/notebook/search/
  • APP_ROUTES:/app/notebook/agent-logs/