Source: https://guthlabs.ai/docs/project-templates/engineering-build/forms/

project template / candidate

# Engineering build — forms

The distinct forms record for Engineering build. This page is proposal-only.

Status: **proposed**Lifecycle: **candidate**

## Record status

**Record ID**: project:engineering-build

**Parent lifecycle**: candidate

**Page lane**: forms

**Lane lifecycle**: proposed

**Owner**: Not separately recorded

**Owner role**: Not separately recorded

**Owner status**: Not separately recorded

**Qualification result**: NOT RUN · held for evidence and human review

**Working browser surface:** [Project templates & workflows — overview](<https://guthlabs.ai/labs.html#templates-workflows>) — 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.

## Proposed form sections

Each section is a candidate schema for inspectable records. Required-field presence does not establish factual truth.

### Intake

Establish why the build is being proposed, who requests it, and what decision or outcome is needed.

- project title

- requester name and role

- date submitted

- problem statement

- desired outcome

- user or internal audience

- known constraints

- business or technical context

- requested decision

- urgency rationale

- source references

- initial status: proposed, needs clarification, or held

### Scope and Boundaries

Define the smallest bounded build and explicitly record exclusions and authority limits.

- in-scope capabilities

- out-of-scope capabilities

- inputs and outputs

- supported environments

- accessibility requirements

- privacy or safety considerations

- assumptions

- non-goals

- success measures

- qualification boundary

- external effects that remain human-held

- scope owner

- scope baseline version and date

### Milestones and Deliverables

Turn scope into reviewable checkpoints with named owners and acceptance evidence.

- milestone ID

- milestone name

- deliverable description

- milestone owner

- planned start

- planned finish

- review date

- prerequisites

- acceptance criteria

- evidence required

- status: proposed, active, blocked, complete, or held

- revision note

### Deadlines and Workback

Create source-bound deadlines and calculate a transparent workback from the target date.

- target completion date

- deadline label

- deadline type: internal, review, qualification, or decision

- time zone

- hard or soft deadline

- workback offset

- derived task due date

- task owner

- priority

- recurrence candidate

- completion state

- conflict note

- revision history

- schedule source

### Dependencies

Identify work, records, people, or decisions that must exist before a milestone can proceed.

- dependency ID

- dependency description

- dependency type: task, record, person, decision, file, or external input

- blocking milestone

- dependency owner

- required-by date

- status: open, ready, blocked, waived, or held

- verification method

- fallback or contingency

- linked record IDs

- last reviewed date

### Owners and Responsibilities

Make accountability explicit without assuming identity-provider or production permissions.

- role

- person or team label

- responsibility

- decision authority

- backup owner

- availability note

- handoff condition

- acknowledgement state

- effective date

- end date

- owner change reason

### Tools and Guides

Record designated local surfaces, procedures, and bounded execution aids.

- tool or guide name

- kind: interface, skill, guide, record, or provider

- purpose in this project

- linked route or record

- owner

- required step

- authority boundary

- verification state

- fallback if unavailable

- last reviewed date

### Evidence and Qualification

Capture reproducible evidence for each acceptance claim and distinguish observed facts from proposals.

- evidence ID

- claim or requirement tested

- test method

- preconditions

- inputs or fixture reference

- expected result

- observed result

- pass, fail, blocked, or not run

- reviewer

- timestamp

- source locator

- attachment or file reference

- revision

- qualification limitations

### Approvals and Decisions

Preserve human review for scope, risk, qualification, and any held external effect.

- approval ID

- decision requested

- decision owner

- reviewers

- proposal summary

- options considered

- decision: needs review, approved, or held

- conditions

- decision date

- receipt or note reference

- reconsideration trigger

- external action explicitly not performed

### Risks and Failure States

Make uncertainty, failure handling, and escalation visible before closure.

- risk ID

- risk statement

- category

- likelihood

- impact

- severity

- trigger

- mitigation

- contingency

- risk owner

- due date

- status: open, monitoring, mitigated, accepted, or held

- escalation path

- residual risk

- last review date

### Closure

Confirm what was completed, what remains unresolved, and whether the record may be archived or held.

- closure date

- completion summary

- delivered items

- accepted items

- unfinished items

- open risks

- deferred scope

- evidence completeness

- approval completeness

- handoff owner

- maintenance or review date

- lessons learned

- closure decision: complete, incomplete, cancelled, or held

- final record revision

### 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 app_features lane and remain separate from the primary operating form.

### Identity and ownership

Define the build and its accountable human owner.

- title

- short description

- owner

- contributors

- canonical project ID

- tags

- visibility

### Bounded scope

Record what will and will not be built.

- problem statement

- in-scope capabilities

- out-of-scope capabilities

- assumptions

- dependencies

- risk notes

### Qualification target

Make completion testable before work begins.

- acceptance criteria

- required evidence

- reviewer

- qualification deadline

- failure response

### Deadlines and workback

Generate local milestones and tasks from a qualification deadline.

- target date

- timezone

- milestones

- task durations

- buffer

- priority

- recurrence candidate

- blocked-by links

### Records and evidence

Attach source-labelled material without implying upload or publication.

- linked notes

- file references

- field guide

- agent log

- approval records

- source locator

- source SHA-256

### Held effects

Expose actions that require human review before any external change.

- draft message

- provider or destination

- proposed change

- approval state

- receipt note

## Required or proposed record references

No record existence is asserted by this documentation page.

- project record

- intake record

- scope baseline

- milestone records

- deadline and workback to-dos

- dependency records

- owner assignments

- tool and guide links

- evidence records

- approval records

- risk records

- closure record

- project record with canonical ID, lifecycle, owner, scope, acceptance criteria, source provenance, revisions, links, and attachments

- intake note

- milestone and task to-dos with dueAt, priority, tags, completion state, and revisions

- agenda deadline and workback records

- source-labelled file references

- qualification evidence and review receipt

- approval record for any proposed external effect

## Sources and evidence

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

- `source_record:project:engineering-build`

- `project:engineering-build`

- `NotebookCollectionKind.project`

- `NotebookTodoPayload.dueAt`

- `Notebook Agenda deadlines/workbacks`

- `Observed native contract: project_and_field_guide_collections`

- `Observed native contract: deadlines`

- `Observed native contract: records`

- `Observed native contract: pointguard`

- `/app/notebook/projects/`

- `/app/notebook/to-dos/`

- `/app/notebook/agenda/`

- `/app/notebook/approvals/`

- `/app/notebook/files/`

- `/app/notebook/field-guides/`

- `/app/notebook/agent-logs/`

- `/app/pointguard/`

- `observed native contract: records and provenance`

- `observed native contract: PointGuard persistent cross-app context surface`

- `observed native contract: web boundary holds provider, credential, database, customer, publication, and production effects`
