Source: https://guthlabs.ai/docs/project-templates/instrument-qualification/deadlines/

project template / candidate

# Instrument qualification — deadlines

The distinct deadlines record for Instrument qualification. This page is proposal-only.

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

## 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](<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.

## 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

- Create the project record with a clear owner, scope, visibility, and review target.

- Bind one or more instruments using exact verified directory slugs; reject unknown, disposed, or ambiguous slugs.

- Record intended use, assumptions, limitations, and source references for every binding.

- Create reproducible tests covering normal inputs, boundary inputs, invalid inputs, persistence, keyboard operation, and visible failure states.

- Attach local file references or source locators as evidence without silently uploading or moving protected assets.

- Convert failed or unresolved tests into owned hardening tasks with priorities, dependencies, due dates, and review signals.

- Build a deadline workback from the review target and surface overdue, blocked, conflicting, and unscheduled work.

- Review the PointGuard projection as a local readiness summary, clearly separating passed evidence, open risks, and unverified claims.

- 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/`
