Instrument qualification — deadlines

Record status

Record ID

project:instrument-qualification

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 · held for evidence and human review

Working browser surface: Project templates & workflows — overview — 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.

Deadline and workback rules

• Target completion date is required before the project can leave intake.
• Every milestone must have an owner, planned finish, and exit criteria.
• Every workback task must have an owner and dueAt; overdue tasks require a status update or revised due date with a reason.
• Dependent work cannot be marked complete while a blocking dependency is unresolved unless an approved exception is linked.
• Approval deadlines must precede closure by at least one review step.
• Date changes preserve prior revisions and must not silently overwrite the original plan.
• Provider, credential, database, customer, publication, and production effects remain Held unless separately verified and approved.
• A review target date is optional at creation but required before a workback can be marked ready.
• A task with a due date must show due, overdue, completed, or blocked state using the local clock and stored timestamp.
• A workback must calculate dates deterministically from the review target, task duration or interval, dependencies, and declared buffer.
• Conflicting or impossible milestone dates must produce an actionable warning and prevent readiness projection from treating the workback as complete.
• Recurring tasks remain a proposal field only; no external recurrence is created.
• Agenda changes are drafts until a human reviews them; no provider calendar write is performed.

Workback sequence

1. Create the project record with a clear owner, scope, visibility, and review target.
2. Bind one or more instruments using exact verified directory slugs; reject unknown, disposed, or ambiguous slugs.
3. Record intended use, assumptions, limitations, and source references for every binding.
4. Create reproducible tests covering normal inputs, boundary inputs, invalid inputs, persistence, keyboard operation, and visible failure states.
5. Attach local file references or source locators as evidence without silently uploading or moving protected assets.
6. Convert failed or unresolved tests into owned hardening tasks with priorities, dependencies, due dates, and review signals.
7. Build a deadline workback from the review target and surface overdue, blocked, conflicting, and unscheduled work.
8. Review the PointGuard projection as a local readiness summary, clearly separating passed evidence, open risks, and unverified claims.
9. Submit the local decision for human approval; preserve revisions and receipts while holding publication, provider, credential, database, customer, and production effects.

Scheduling records

• milestone records
• deadline and workback to-dos
• dependency records
• owner assignments
• hardening task records
• deadline and workback records

Sources and evidence

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

• source_record:project:instrument-qualification
• project:instrument-qualification
• NotebookCollectionKind.project
• NotebookTodoPayload.dueAt
• Notebook Agenda deadlines/workbacks
• Observed native contract: records, PointGuard, web boundary
• /app/notebook/projects/
• /app/notebook/to-dos/
• /app/notebook/agenda/
• /app/notebook/approvals/
• /app/notebook/files/
• /app/notebook/field-guides/
• /app/notebook/agent-logs/
• Notebook records canonical IDs, origin, source locators, source SHA-256, provenance, revisions, lifecycle, tags, links, and attachments
• PointGuard persistent cross-app context surface
• /app/pointguard/