Source: https://guthlabs.ai/docs/project-templates/customer-indexing/field-guides/ project template / candidate # Customer indexing โ€” field guides The distinct field guides record for Customer indexing. This page is proposal-only. Status: **proposed**Lifecycle: **candidate** ## Record status **Record ID**: project:customer-indexing **Parent lifecycle**: candidate **Page lane**: app_features **Lane lifecycle**: proposed **Owner**: Not separately recorded **Owner role**: Not separately recorded **Owner status**: Not separately recorded **Qualification result**: NOT RUN ยท held for evidence and human review **Working browser surface:** [Project templates & workflows โ€” overview]() โ€” Create a local project from this template and validate its forms. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held. ## Related field-guide records - /app/notebook/field-guides/ Source-proposed guide paths are references, not proof that those paths resolve. ## Operating sequence - Create the project intake and identify the project owner. - Record consent, authorized domains, visibility, private-content exclusions, and prohibited paths. - Draft inclusion, exclusion, canonicalization, retention, and human-review rules. - Create milestones for intake review, scope review, proposed crawl plan, local index review, approval review, and closure. - Create deadline to-dos with dueAt, priority, completion state, tags, revisions, and scheduled/deadline views. - Build the reverse workback from the proposed completion date, including review buffers and dependency gates. - Assign owners, reviewers, evidence custody, approval authority, and human-only decisions. - Link only observed Notebook, PointGuard, Files, Agenda, To-dos, Approvals, Projects, Field Guides, Agent Logs, and Search surfaces as proposed support. - Attach source-labelled evidence and preserve provenance, revisions, and visibility labels. - Run deterministic acceptance tests on scope, privacy exclusions, accessibility, evidence, dates, and held effects. - Submit the proposal for human approval before any crawl, index write, message send, publication, provider connection, credential use, database action, or customer exposure. - Record closure, unresolved risks, retention actions, and confirmation that external and production effects remain held. ## Handoff boundary - Consent may be absent, stale, ambiguous, or narrower than the proposed URL scope. - Private, authenticated, customer-only, or sensitive content may be accidentally included. - A named native route may be mistaken for a connected web feature or canonical backend. - Provider, credential, database, crawl, customer, publication, or production effects may be performed without approval. - URL canonicalization, parameters, redirects, duplicates, or content-type rules may expand scope unexpectedly. - Deadline drift or timezone ambiguity may hide missed review gates. - Evidence may lack source locators, provenance, visibility labels, or revision history. - Agent authority may be broader than the approved project scope. - Search results may expose held or private records across visibility partitions. - Accessibility defects may prevent keyboard, screen-reader, zoom, or narrow-screen users from completing review. - Unsupported public claims may be inferred from a local prototype or proposed index. - Closure may be declared while critical risks or unresolved dependencies remain. ## Sources and evidence These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment. - `source_record:project:customer-indexing` - `NotebookCollectionKind.project` - `NotebookTodoPayload.dueAt` - `Notebook Agenda deadlines/workbacks` - `Observed native contract: records preserve canonical IDs, origin, source locators, source SHA-256, provenance, revision, lifecycle, tags, links, attachments, and record revisions` - `Observed native contract: PointGuard is a persistent cross-app context surface and specialist apps remain execution and canonical-record owners` - `App route: /app/notebook/projects/` - `App route: /app/notebook/to-dos/` - `App route: /app/notebook/agenda/` - `App route: /app/notebook/approvals/` - `App route: /app/notebook/files/` - `App route: /app/notebook/field-guides/` - `App route: /app/notebook/agent-logs/` - `App route: /app/notebook/search/` - `App route: /app/pointguard/` - `Notebook record provenance and revision contract` - `PointGuard persistent cross-app context surface` - `Current GuthHub local prototype and index routes` - `customer-indexing project source record`