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

project template / candidate

# Instrument qualification — field guides

The distinct field guides 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.

## 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 record with a stable canonical ID, provenance, revision, tags, and proposed lifecycle.

- Complete intake and select one or more exact instrument slugs from the allowed verified-instrument directory.

- Record scope, exclusions, authority boundaries, and held production or provider effects.

- Assign project, instrument, test, accessibility, documentation, approval, and closure owners.

- Create milestones and dependencies with explicit exit criteria.

- Create deadline and workback to-dos using dueAt, priority, completion state, tags, and revisions.

- Link the project to the relevant local Notebook records, files, notes, guides, and specialist-app surfaces; do not imply that a named route is connected.

- Execute bounded test cases and preserve source-labelled evidence and reproducibility notes.

- Review accessibility, validation, error handling, performance observations, and failure states.

- Log risks, blockers, exceptions, and remediation decisions.

- Submit scope, evidence, exceptions, and final outcome through local Approvals.

- Close only after required evidence, approvals, documentation, and dependency checks pass; otherwise mark Held or Not qualified with a reason.

## Handoff boundary

- A selected instrument slug may be mistyped or may not correspond to a locally available instrument record; retain the selection as unresolved rather than inventing a record.

- Prototype routes may appear functional without connected web, provider, credential, database, customer, publication, or production effects.

- Evidence may be irreproducible if inputs, expected results, environment, timestamps, or revisions are omitted.

- A deadline may be treated as an external calendar write even though Agenda is only a source-bound prototype/index surface.

- Agents may be granted authority beyond the recorded boundary; require human review and preserve Agent receipts.

- Sensitive files may be referenced without protected upload or storage; keep local references and access state explicit.

- Accessibility regressions may be missed if testing covers only successful paths and not validation, blocked, held, and error states.

- A project may be closed on verbal approval without a durable approval record.

- Instrument limitations, errata, or educational-only boundaries may be omitted from public-facing claims.

- Date changes may erase the original workback unless revisions and change reasons are retained.

## 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/`