Source: https://guthlabs.ai/docs/field-guides/channel-rules/forms/

field guide / candidate

# Channel rules — forms

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

Status: **proposed**Lifecycle: **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](<https://guthlabs.ai/docs/field-guides/>) — 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/`