Source: https://guthlabs.ai/docs/project-templates/operations-migration/field-guides/

project template / candidate

# Operations migration — field guides

The distinct field guides record for Operations migration. This page is proposal-only.

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

## Record status

**Record ID**: project:operations-migration

**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

No separate guide route is admitted for this project or job.

Source-proposed guide paths are references, not proof that those paths resolve.

## Operating sequence

- Create the project intake as a proposed local record with canonical ID, provenance, revision, lifecycle, and source references.

- Name the project owner, operations owner, system owners, reviewers, approvers, backups, and record ownership boundaries.

- Complete scope and record explicit exclusions, assumptions, cutover boundaries, reconciliation requirements, and rollback requirements.

- Create milestones with deliverables, acceptance conditions, owners, predecessors, evidence requirements, and approval gates.

- Set the target completion date and derive a dated workback for cutover, approvals, evidence, reconciliation, communications, and rollback decisions.

- Register dependencies and assign each a required-by date, fallback, escalation owner, and blocking status.

- Declare the observed Notebook, Agenda, To-dos, Files, Notes, Approvals, Projects, Field Guides, Agent Logs, and PointGuard surfaces used for local coordination.

- Draft preparation, migration, reconciliation, rollback-test, and handoff procedures from available source-backed guides or mark the guide requirement held.

- Create evidence requests before execution; require source labels, provenance, timestamps, conditions, expected results, observed results, and reviewer status.

- Run a readiness review: scope approved, owners assigned, dependencies satisfied or accepted, deadlines scheduled, evidence plan complete, and rollback criteria explicit.

- Hold cutover for human approval; do not treat an indexed or prototype app route as proof of provider, credential, database, customer, publication, or production connectivity.

- Record migration and reconciliation evidence, including counts, samples or comparison method, discrepancies, disposition, and reviewer receipt.

- Evaluate rollback triggers by the stated deadline; record a human decision to proceed, pause, roll back, or hold.

- Complete handoff, close or reschedule unresolved deadlines, preserve revisions and receipts, and obtain final closure approval.

## Handoff boundary

- Treating a named prototype or indexed route as a connected execution surface.

- Migrating incomplete or incorrectly scoped records without a reconciliation baseline.

- Unowned dependencies or deadline changes causing an unsafe cutover.

- Confusing local file references with uploaded or protected assets.

- Approving cutover without reproducible evidence, discrepancy disposition, or rollback criteria.

- Allowing an Agent or PointGuard context surface to override specialist-app canonical ownership.

- Publishing operational or customer claims from proposal-only records.

- Accessibility failures in long multi-section forms, date controls, status indicators, or error handling.

## Sources and evidence

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

- `source_record:project:operations-migration`

- `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`

- `Observed native contract: web_boundary`

- `App route: /app/notebook/projects/`

- `App route: /app/notebook/to-dos/`

- `App route: /app/notebook/agenda/`

- `App route: /app/notebook/approvals/`

- `App route: /app/notebook/files/`

- `App route: /app/notebook/notes/`

- `App route: /app/notebook/field-guides/`

- `App route: /app/notebook/agent-logs/`

- `App route: /app/pointguard/`

- `Notebook records canonical IDs, provenance, revisions, links, and attachments`

- `PointGuard persistent cross-app context surface`

- `APP_ROUTES /app/notebook/projects/`

- `APP_ROUTES /app/notebook/agenda/`

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

- `APP_ROUTES /app/notebook/approvals/`

- `APP_ROUTES /app/notebook/files/`

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

- `APP_ROUTES /app/pointguard/`
