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project template / candidate

Research study — forms

The distinct forms record for Research study. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID
project:research-study
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

Establish why the study exists, who owns it, and what decision or question it supports.

  • project title
  • research question
  • decision or use supported
  • requester
  • project owner
  • research lead
  • reviewer
  • audience
  • priority
  • proposed start date
  • target completion date
  • success statement
  • source references
  • sensitivity or visibility level

Scope and boundaries

Define included work, exclusions, assumptions, and stop conditions before research begins.

  • in-scope questions
  • out-of-scope questions
  • population or subject boundary
  • time period
  • geographic boundary
  • source-quality requirements
  • contradiction-handling rule
  • citation requirements
  • assumptions
  • known unknowns
  • stop conditions
  • change-control rule

Milestones and deliverables

Break the study into reviewable outcomes with owners and acceptance criteria.

  • milestone name
  • milestone description
  • deliverable
  • milestone owner
  • planned start
  • due date
  • preceding milestone IDs
  • acceptance criteria
  • status
  • completion evidence
  • reviewer
  • revision notes

Deadlines and workback

Create deterministic due items and calculate work backward from the target completion date.

  • final decision date
  • internal review deadline
  • draft findings deadline
  • evidence freeze date
  • source collection deadline
  • analysis deadline
  • buffer duration
  • calendar or time-zone note
  • priority
  • recurrence candidate
  • completion state
  • revision history

Dependencies and handoffs

Expose work that cannot proceed until another record, person, or decision is available.

  • dependency ID
  • dependent milestone
  • dependency type
  • blocking record or task
  • dependency owner
  • needed-by date
  • status
  • fallback plan
  • escalation date
  • handoff receipt

Ownership and authority

Make responsibility explicit while preserving human review for consequential decisions and external effects.

  • project owner
  • research lead
  • evidence curator
  • analyst
  • reviewer
  • approver
  • backup owner
  • responsibility statement
  • authority boundary
  • handoff rule
  • approval required before progression

Tools and guides

Declare which native surfaces and procedures are used without implying connected provider behavior.

  • designated Notebook surface
  • designated PointGuard room
  • field guide reference
  • notes workflow
  • files reference workflow
  • to-do workflow
  • agenda draft workflow
  • messages draft workflow
  • approval workflow
  • agent-log review requirement
  • held external effects

Evidence and citations

Capture source-backed claims, provenance, contradictions, and review receipts.

  • evidence ID
  • claim or finding
  • source record ID
  • source locator
  • source SHA-256
  • origin
  • access or observation date
  • supporting excerpt or note
  • confidence label
  • contradictory evidence IDs
  • resolution status
  • citation text
  • reviewer
  • revision ID
  • attachment or file reference

Reviews and approvals

Require explicit human decisions for scope changes, findings, and closure.

  • approval ID
  • decision requested
  • proposal summary
  • affected records
  • approver
  • review deadline
  • status: Needs review/Approved/Held
  • conditions
  • decision receipt
  • decision date
  • reopen trigger

Risks and failure states

Record foreseeable problems, detection signals, mitigations, and escalation paths.

  • risk ID
  • risk statement
  • category
  • likelihood
  • impact
  • risk owner
  • trigger
  • mitigation
  • contingency
  • review date
  • status
  • blocked milestones
  • escalation recipient

Closure

Confirm what was completed, what remains unresolved, and whether the record may be archived or held.

  • closure status
  • final deliverable reference
  • completed milestones
  • open questions
  • unresolved contradictions
  • evidence completeness check
  • citation completeness check
  • approval receipt
  • lessons learned
  • follow-up tasks
  • retention or visibility decision
  • closure owner
  • closure date

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.

Study identity

Define ownership, scope, and the bounded research question.

  • title
  • short_description
  • owner
  • research_question
  • scope_inclusions
  • scope_exclusions
  • target_audience
  • project_tags

Method and evidence rules

Make the evidence and contradiction controls explicit before collection.

  • source_types_allowed
  • inclusion_criteria
  • exclusion_criteria
  • minimum_source_count
  • citation_style_note
  • contradiction_handling_rule
  • reviewer_required

Deadline and workback

Set a final deadline and derive reviewable intermediate work.

  • final_deadline
  • timezone_label
  • milestone_dates
  • buffer_days
  • task_durations
  • task_dependencies
  • priority

Linked records

Attach local source-labelled records without implying external authority.

  • source_record_ids
  • file_record_ids
  • note_record_ids
  • existing_todo_ids
  • agenda_block_ids

Conclusion and approval

Prepare a bounded conclusion and hold it for human review.

  • draft_conclusion
  • limitations
  • open_questions
  • approval_status
  • reviewer_notes

Required or proposed record references

No record existence is asserted by this documentation page.

  • project record
  • source-labelled notes
  • source-labelled file references
  • to-dos with due dates
  • milestone records
  • dependency records
  • evidence records
  • risk records
  • approval records
  • closure record
  • research question record
  • source reference records
  • evidence note records
  • contradiction records
  • citation records
  • to-do records
  • agenda workback records
  • approval record
  • agent log record

Sources and evidence

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

  • source_record:project:research-study
  • project:research-study
  • NotebookCollectionKind.project
  • NotebookTodoPayload.dueAt
  • Notebook Agenda deadlines/workbacks
  • Observed native contract: records provenance and revision fields
  • Observed native contract: PointGuard cross-app context surface
  • Observed app route: /app/notebook/projects/
  • Observed app route: /app/notebook/to-dos/
  • Observed app route: /app/notebook/agenda/
  • Observed app route: /app/notebook/approvals/
  • Observed app route: /app/notebook/field-guides/
  • Observed app route: /app/notebook/agent-logs/
  • Observed app route: /app/notebook/notes/
  • Observed app route: /app/notebook/files/
  • Observed app route: /app/pointguard/
  • Notebook records provenance and revisions
  • PointGuard persistent cross-app context surface
  • APP_ROUTES:/app/notebook/projects/
  • APP_ROUTES:/app/notebook/notes/
  • APP_ROUTES:/app/notebook/files/
  • APP_ROUTES:/app/notebook/to-dos/
  • APP_ROUTES:/app/notebook/agenda/
  • APP_ROUTES:/app/notebook/approvals/
  • APP_ROUTES:/app/notebook/search/
  • APP_ROUTES:/app/pointguard/