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project template / candidate

Operations migration — forms

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

Status: proposedLifecycle: candidate

Record status

Record ID: project:operations-migration
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 why the migration is proposed, who owns it, and what decision is being requested.

project title
requester
project owner
operations owner
source system description
destination system description
operational capability being moved
reason for migration
desired outcome
requested start date
target completion date
business or operational constraints
known affected teams
initial success measures
visibility and access classification
source references

Scope

Set explicit boundaries and prevent unapproved expansion.

in-scope processes
in-scope records or data classes
in-scope users or teams
in-scope time period
out-of-scope processes
out-of-scope records or data classes
out-of-scope users or teams
migration method proposal
cutover boundary
data retention requirement
reconciliation requirement
rollback requirement
assumptions
open scope questions
scope approval status

Milestones

Break the work into ordered, reviewable outcomes.

milestone ID
milestone name
milestone purpose
deliverable
milestone owner
planned start
planned finish
acceptance condition
predecessor milestones
status
evidence required
reviewer
approval required
completion notes

Deadlines and Workback

Create source-bound deadlines and calculate the workback from the target completion date.

target completion date
cutover date
rollback decision deadline
reconciliation deadline
approval deadline
evidence submission deadline
communications deadline
training or handoff deadline
milestone duration
workback offset
due date
priority
recurrence candidate
completion state
deadline rationale
date owner
date change reason
revision note

Dependencies

Identify prerequisites, external decisions, sequencing constraints, and blocking states.

dependency ID
dependency description
dependency type
blocking milestone
dependency owner
required-by date
status
source or destination affected
evidence of satisfaction
fallback if unavailable
escalation owner
escalation deadline
dependency risk

Owners and Responsibilities

Assign accountable people to each decision, action, review, and receipt.

role
named owner
backup owner
responsibility statement
assigned records
decision authority
review authority
communication responsibility
availability window
handoff condition
assignment status

Tools and Guides

Declare which observed local surfaces and source-backed guides may support the work without implying external execution.

tool or surface name
tool kind
intended use
canonical record owner
required access
operator
guide reference
usage boundary
execution status
held external effect note

Evidence

Capture reproducible receipts for preparation, migration, reconciliation, rollback testing, and review.

evidence ID
evidence type
claim supported
record or milestone linked
source locator
source SHA-256 if available
captured by
captured at
input conditions
expected result
observed result
reconciliation method
attachment or local file reference
provenance note
review status
reviewer comments

Approvals

Make consequential decisions explicit and preserve the local review receipt.

approval ID
decision requested
decision owner
reviewers
decision options
recommendation
required evidence
decision deadline
status: Needs review, Approved, or Held
decision rationale
conditions
receipt reference
revision
reconsideration trigger

Risks and Failure States

Plan for data loss, mismatch, timing failure, access failure, unsafe cutover, and rollback conditions.

risk ID
risk statement
category
likelihood
impact
risk owner
early warning signal
mitigation
contingency
trigger threshold
affected milestone
due date
current status
residual risk
escalation path
failure-state notes

Closure

Confirm the migration outcome, unresolved work, evidence completeness, and rollback disposition.

closure owner
completion date
capability status
scope delivered
scope deferred
reconciliation result
unresolved discrepancies
rollback readiness result
rollback window end
handoff recipient
operating guide reference
final evidence set
outstanding risks
follow-up deadlines
final approval
closure decision
closure notes

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.

Migration identity

Define the capability move and its record ownership.

project title
capability name
migration owner
source system label
target system label
scope statement
success criteria
project tags

Source and target baseline

Capture comparable, source-labelled facts without implying connected systems.

source record references
target record references
source locator
target locator
source snapshot date
target snapshot date
source evidence file references
target evidence file references
known gaps
assumptions

Deadlines and workback

Set the migration deadline and derive reviewable preparation steps.

migration deadline
freeze deadline
reconciliation deadline
rollback decision deadline
workback tasks
task owners
task due dates
task priority
dependency links
recurrence candidate
completion state

Reconciliation and rollback

Make differences, acceptance conditions, and reversal evidence explicit.

comparison dimensions
expected count or value
observed count or value
difference classification
unresolved discrepancy
rollback trigger
rollback steps
rollback evidence reference
rollback owner

Approval and projection

Stage human review and summarize current project risk in PointGuard.

review status
reviewer
approval note
held decision reason
current phase
risk level
blocking items
next action
PointGuard projection label

Required or proposed record references

No record existence is asserted by this documentation page.

project record
scope record
milestone records
deadline and workback to-dos
dependency records
owner assignments
tool and guide links
evidence records
approval records
risk records
closure record
project record with canonical ID, lifecycle, provenance, revision, tags, links, and attachments
source-system capability record
target-system capability record
migration workback todo records
reconciliation result record
rollback plan record
approval record
file reference records for evidence
PointGuard context projection record

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/