Source: https://guthlabs.ai/docs/field-guides/account-dossiers/qualification/ field guide / candidate # Account dossiers โ€” qualification The distinct qualification record for Account dossiers. This page is proposal-only. Status: **proposed**Lifecycle: **candidate** ## Record status **Record ID**: field-guide:account-dossiers **Parent lifecycle**: candidate **Page lane**: docs_urls **Lane lifecycle**: proposed **Owner**: Wick **Owner role**: Not separately recorded **Owner status**: Not separately recorded **Qualification result**: NOT RUN ยท held for evidence and human review **Working browser surface:** [Field guides โ€” documentation]() โ€” Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held. ## Qualification status **Result**: NOT RUN **Disposition**: HELD **Reviewer**: Not recorded **Receipt**: Not recorded This page defines proposed acceptance criteria for the docs_urls lane. It does not execute tests, establish compliance, qualify the subject, or authorize an effect. ### Lane-specific instrument aids No verified instrument is assigned to this qualification lane. ## Outcome definitions **Verified**: All stated evidence and acceptance requirements passed for the exact reviewed revision; this still does not authorize deployment or an external effect. **Failed**: One or more deterministic acceptance requirements failed with an inspectable reason. **Needs review**: Evidence or interpretation is incomplete, conflicting, or awaits an identified human reviewer. **Held**: Authority, required evidence, safe execution conditions, or a principal gate is absent. The current record remains NOT RUN / HELD. These definitions describe candidate outcomes only. ## Proposed deterministic acceptance tests Route-resolution and distinct-content checks apply only to the admitted canonical routes in this record. Held source-proposed extensions are non-resolving proposals and are excluded. - Every documentation route has a distinct purpose and includes content that is not duplicated from the overview. - The overview identifies the owner agent, related jobs, evidence boundary, lifecycle, and held external effects. - A dossier can be created with an explicit owner, scope, review date, and canonical record reference. - Each material claim has a source locator or is visibly marked as an interpretation, hypothesis, or unresolved question. - The form supports provenance, revisions, conflicting evidence, recipient review, and a local decision state. - The steps link World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology without claiming those jobs are connected web features. - Incomplete or contradictory evidence produces a Held or Needs review state rather than a qualification claim. - Draft messages remain drafts until a human reviews recipient, context, and final-send status. - Deadlines include evidence cutoffs, review checkpoints, and follow-up workbacks. - Accessibility is testable: headings are hierarchical, labels are explicit, status is conveyed by text as well as color, keyboard focus is visible, and forms expose validation errors next to their fields. - Private, sensitive, and held records are excluded from public documentation routes and search results unless a visibility decision explicitly permits inclusion. - No route or record claims provider connection, credential use, database authority, customer indexing, publication, deployment, or production operation. ## Negative and held-state tests - Treating a named related job or owner agent as proof of an implemented integration. - Conflating observed source facts with inferred account characteristics. - Using stale, conflicting, or unverifiable research in outreach personalization. - Exposing private account information through public documentation routes or broad local search. - Sending a message, changing an external campaign, or triaging a live response without human review. - Creating unsupported qualification or prioritization claims from incomplete evidence. - Assuming file references represent uploaded or protected assets when upload and protected storage are held. - Creating hidden automation through recurrence or deadlines instead of explicit, reviewable to-dos. - Using color alone to communicate lifecycle, review, privacy, or evidence state. ## Qualification claim boundary ### Potentially allowed only after the stated evidence - This is a proposed field guide for preparing account dossiers. - The guide uses source-labelled notes, provenance, revisions, deadlines, drafts, chronology, and human review as working concepts. - The observed GuthHub and Notebook routes can be listed as local prototype or index surfaces according to the supplied route states. - The supplied source record names Wick as owner and lists World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology as related jobs. ### Still held - That account dossiers are deployed or customer-indexed. - That Wick has provider, credential, inbox, CRM, database, or campaign access. - That related jobs are connected by a production workflow. - That messages can be sent or responses can be received automatically. - That an account has been qualified, contacted, approved, or placed in a live campaign. - That any provider connection, publication, database authority, customer record, or production effect exists. ## 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` - `source record: field-guide:account-dossiers` - `Observed native contract: project_and_field_guide_collections` - `Observed native contract: deadlines` - `Observed native contract: records` - `Observed native contract: pointguard` - `App route: /app/notebook/field-guides/` - `App route: /app/notebook/notes/` - `App route: /app/notebook/files/` - `App route: /app/notebook/to-dos/` - `App route: /app/notebook/approvals/` - `App route: /app/notebook/messages/` - `App route: /app/notebook/projects/` - `App route: /app/notebook/search/` - `App route: /app/pointguard/`