Account dossiers — related jobs

The distinct related jobs 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.

Related Agent job handoffs

source-listed handoffWorld-post researchSource-listed relation only.
Input: reviewed guide checkpoints and source references.
Output: a separately owned job record.
Failure: Held when source, owner, or authority is missing.
Guide: /docs/field-guides/account-dossiers/Open the separately admitted canonical job record; this guide does not import its package claims.source-listed handoffOutreach dossiersSource-listed relation only.
Input: reviewed guide checkpoints and source references.
Output: a separately owned job record.
Failure: Held when source, owner, or authority is missing.
Guide: /docs/field-guides/account-dossiers/Open the separately admitted canonical job record; this guide does not import its package claims.source-listed handoffMessage draftsSource-listed relation only.
Input: reviewed guide checkpoints and source references.
Output: a separately owned job record.
Failure: Held when source, owner, or authority is missing.
Guide: /docs/field-guides/account-dossiers/Open the separately admitted canonical job record; this guide does not import its package claims.source-listed handoffResponse triageSource-listed relation only.
Input: reviewed guide checkpoints and source references.
Output: a separately owned job record.
Failure: Held when source, owner, or authority is missing.
Guide: /docs/field-guides/account-dossiers/Open the separately admitted canonical job record; this guide does not import its package claims.source-listed handoffCampaign chronologySource-listed relation only.
Input: reviewed guide checkpoints and source references.
Output: a separately owned job record.
Failure: Held when source, owner, or authority is missing.
Guide: /docs/field-guides/account-dossiers/Open the separately admitted canonical job record; this guide does not import its package claims.

Handoff record requirements

The guide may supply evidence, checkpoints, and failure context to a job. The receiving job retains ownership and must record its own decision, approval, and receipt.

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

Ownership boundary

The guide supports these jobs without importing their package descriptions, becoming the job owner, or gaining independent authority.

A named native surface may be only a local prototype or index; do not treat its presence as proof of a connected web feature.
Unverified or stale evidence can create false account context or inappropriate personalization; preserve source dates, locators, provenance, and revisions.
Mixing facts, hypotheses, and recommendations can turn speculation into an operational claim; keep separate fields and held states.
Recipient ambiguity can cause an unsafe draft; stop when recipient identity or source context is not explicit.
Chronology gaps and conflicting dates can produce false campaign narratives; record uncertainty rather than repairing it by inference.
A local approval can be mistaken for permission to send or publish; keep all external effects human-held.
Sensitive account material may be exposed by incorrect visibility or attachments; inspect visibility and local custody before handoff.
Overdue work can silently become an implied commitment; preserve overdue or held state and obtain a human decision.
Instrument calculations can validate date arithmetic only; they do not validate evidence, recipients, provider state, or customer status.

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/