Channel rules — forms

The distinct forms record for Channel rules. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID: field-guide:channel-rules
Parent lifecycle: candidate
Page lane: plan
Lane lifecycle: proposed
Owner: Rebecca
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.

Scope and ownership

Declare the bounded work, owner, source, and current lifecycle before preparation begins.

guide title
owner agent
related jobs
source record ID
source locator
source SHA-256
proposed lifecycle
visibility

Channel rule set

Capture the rules that govern each proposed channel without inventing rules not present in the source record.

channel name
rule statement
rule source or locator
audience
content boundary
required asset types
review requirement
effective date
review-by date
unknowns requiring confirmation

Draft preparation

Create a reviewable draft tied to its channel rules and source evidence.

draft title
channel
purpose
body text
call to action
proposed timing
linked rule records
linked asset references
accessibility text
author
revision note

Asset coordination

Track local references to assets while respecting the held upload and protected-storage boundary.

asset name
asset type
local reference
file size
source label
intended channel
alt text or equivalent description
rights or clearance status
linked draft
asset review state

Approval routing

Route the proposal for human review and preserve a local receipt.

reviewer
proposal summary
source context
approval state
review deadline
decision note
decision timestamp
receipt reference
external-send state

Post-performance record

Record observed or supplied outcomes without fabricating live metrics or provider access.

draft or publication reference
observation date
metric name
metric value
metric source
source locator
source SHA-256
interpretation note
follow-up task
review-by date

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.

Scope and ownership

Define the channel activity, responsible owner, and record boundaries before work begins.

project or activity name
channel
activity objective
owner
supporting contributors
source references
visibility
start date
planned performance date
record retention note

Planning and workback

Turn the activity into bounded work items with explicit due dates and dependencies.

milestone name
task description
task owner
due date and time
priority
dependency
recurrence candidate
completion state
failure or blocker note

Draft and asset preparation

Keep copy, recipients, source context, and asset references together without implying external publication.

draft title
message body
intended audience
recipient list
source context
asset record IDs
channel constraints
accessibility checks
review notes
revision identifier

Approval routing

Make human review and held states visible before any communication or publication effect.

approval request
reviewer
decision state
decision deadline
decision rationale
receipt or record link
held reason
next action

Post-performance record

Capture what was observed after the activity using source-labelled records rather than unsupported live claims.

performance date
observed result
source locator
source SHA-256 if available
record revision
follow-up task
open question
owner

Required or proposed record references

No record existence is asserted by this documentation page.

field-guide:channel-rules
job:social-planning
job:draft-preparation
job:asset-coordination
job:approval-routing
job:post-performance-records
source record with owner Rebecca and source locator agents/index.html#rebecca
linked notes, files, drafts, approval receipts, and post-performance records
Project record for the campaign or channel activity
Field guide record for this procedure
Source-labelled notes for channel rules and decisions
Draft message records with recipients and source context
File-reference records for assets
To-do records for preparation, review, and follow-up
Approval records with Needs review, Approved, or Held state
Post-performance record with source locator and revision history

Sources and evidence

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

source_record:field-guide:channel-rules
agents/index.html#rebecca
observed native contract: project_and_field_guide_collections
observed native contract: deadlines
observed native contract: records
observed native contract: pointguard
/app/notebook/field-guides/
/app/notebook/agent-logs/
/app/notebook/approvals/
/app/notebook/messages/
/app/notebook/files/
/app/notebook/notes/
Observed native contract: project_and_field_guide_collections
Observed native contract: deadlines
Observed native contract: records
Observed native contract: pointguard
/app/pointguard/
/app/notebook/projects/
/app/notebook/agenda/
/app/notebook/to-dos/
/app/notebook/search/