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project template / candidate

Instrument qualification — forms

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

Status: proposedLifecycle: candidate

Record status

Record ID: project:instrument-qualification
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 — 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

Define the qualification request, authority, target instrument records, and initial constraints.

request title
requester name or role
project owner
qualification reviewer
instrument slugs, selected only from the allowed verified-instrument directory
instrument record IDs or source locators
qualification objective
requested start date
target completion date
priority
visibility
sensitive-content flag
known constraints
intake notes
source references

Scope

Set explicit inclusion, exclusion, and qualification boundaries before work begins.

in-scope behaviors
out-of-scope behaviors
supported input types
expected output types
error and failure states to test
accessibility requirements
documentation requirements
evidence requirements
provider or credential effects to hold
publication or customer-facing effects to hold
scope acceptance statement
scope approver
scope approval date

Milestones

Create ordered deliverables with owners, dates, dependencies, and exit criteria.

milestone ID
milestone name
description
owner
planned start
planned finish
status
preceding milestone IDs
deliverable record IDs
exit criteria
reviewer
completion evidence IDs

Deadlines and workback

Translate the target completion date into dated, reviewable work items.

target completion date
workback convention and timezone
milestone due dates
task title
task owner
dueAt
priority
recurrence candidate
completion state
tags
revision note
scheduled or deadline view
buffer days
overdue handling
date-change reason

Dependencies

Track prerequisites and blocked work without hiding external effects.

dependency ID
dependency description
dependency type
blocking record or source locator
owning role
required-by date
status
verification method
fallback or workaround
blocked-since date
resolution note

Owners and accountability

Make record ownership and review responsibility explicit.

project owner
instrument owner per selected instrument
implementation owner
test owner
accessibility owner
documentation owner
approval owner
closure owner
backup role
handoff conditions
owner acknowledgement

Tools and guides

Declare the surfaces and procedures used for execution and review.

tool or route name
tool kind
intended use
canonical-record owner
guide record ID
specialist-app route
PointGuard context room
authority boundary
fallback if unavailable
usage note

Evidence

Preserve reproducible qualification receipts and source-labelled artifacts.

evidence ID
test case ID
instrument slug
input description
expected result
observed result
pass/fail/blocked
environment or prototype state
steps to reproduce
attachment or local file reference
source locator
source SHA-256 if available
captured by
captured at
revision
notes

Approvals

Require human review of scope, evidence, exceptions, and qualification outcome.

approval ID
approval stage
proposal summary
reviewer
decision: Needs review, Approved, or Held
decision date
evidence reviewed
exceptions accepted
required remediation
receipt or revision reference
next review date

Risks and failure states

Expose qualification hazards, mitigations, triggers, and escalation paths.

risk ID
risk statement
category
likelihood
impact
severity
trigger
mitigation
contingency
owner
status
review date
linked dependency
linked evidence
escalation condition

Closure

Record the final disposition, unresolved limitations, and retained receipts.

closure status: qualified, conditionally qualified, held, or not qualified
qualification decision date
decision owner
qualified instrument slugs
evidence completeness check
open risks and accepted limitations
unresolved dependencies
documentation completeness check
approval completeness check
handoff notes
retention or archive note
closure receipt
reopen condition

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.

Project identity

Define the local qualification project and its ownership boundary.

project title
instrument qualification scope
project owner
reviewers
project lifecycle
private visibility
description

Instrument bindings

Select verified instruments by exact directory slug and describe their intended use.

instrument slug
instrument name (directory-derived)
intended use
input assumptions
known limitations
binding status
source reference

Qualification tests

Capture reproducible local checks and evidence for each bound instrument.

test name
instrument binding
test category
test inputs
expected behavior
observed behavior
pass/fail/needs review
tester
tested at
evidence file reference
notes

Hardening work

Turn failures and risks into owned, deadline-bound work.

task title
risk or failure
owner
priority
due date
dependency
completion state
review required
linked test
linked record

Deadline and workback

Plan backward from a human review target without scheduling external effects.

review target date
milestone dates
buffer days
workback tasks
blocked dependencies
conflict notes
schedule status

Qualification decision

Preserve a reviewable local decision and its receipts.

decision state
qualification rationale
open risks
required follow-up
approver
approval date
receipt references
held external effects

Required or proposed record references

No record existence is asserted by this documentation page.

project record
selected instrument records with exact slugs
scope record
milestone records
deadline and workback to-dos
dependency records
owner assignments
tool and guide references
evidence records
approval records
risk records
closure record
instrument binding records
qualification test records
hardening task records
deadline and workback records
source-labelled file references
revision receipts

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/