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project template / candidate

Website surface — forms

The distinct forms record for Website surface. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID
project:website-surface
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 website surface is being proposed and establish accountable ownership.

  • project title
  • requestor
  • project owner
  • business or public purpose
  • target audience
  • proposed surface type
  • requested start date
  • target release date
  • success measures
  • known constraints
  • source records and locators
  • visibility classification

Scope and claim boundary

Separate included work from exclusions and prevent unsupported public claims.

  • in-scope pages or sections
  • out-of-scope pages or sections
  • supported claims
  • claim evidence references
  • claims requiring review
  • claims explicitly held
  • crawl and indexing intent
  • accessibility target
  • content and media requirements
  • release definition
  • non-production disclaimer

Milestones and deliverables

Create ordered deliverables with owners, dates, acceptance criteria, and status.

  • milestone name
  • deliverable
  • milestone owner
  • planned start
  • planned finish
  • status
  • preceding milestone IDs
  • acceptance criteria
  • evidence required
  • review required
  • revision notes

Deadlines and workback

Turn the target release date into dated, reviewable workback items.

  • target release date
  • deadline name
  • due date and time
  • priority
  • recurrence candidate
  • completion state
  • responsible owner
  • reviewer
  • buffer days
  • dependency IDs
  • late action
  • reschedule reason
  • revision history

Dependencies and handoffs

Record prerequisites, external inputs, blocked states, and handoff conditions.

  • dependency description
  • dependency type
  • source or owning record
  • dependency owner
  • needed-by date
  • status
  • blocking severity
  • handoff artifact
  • failure or fallback path
  • last checked timestamp
  • resolution note

Owners and authority

Make record ownership and approval authority explicit without implying automated authority.

  • role
  • named owner
  • backup owner
  • owned records
  • decision authority
  • review authority
  • handoff date
  • contact or context note
  • unavailable-state procedure

Tools and guides

Link designated local surfaces and source-backed procedures to each project stage.

  • tool or guide name
  • kind
  • route or record reference
  • intended use
  • stage
  • owner
  • inputs required
  • outputs produced
  • authority boundary
  • held capability note

Evidence and receipts

Preserve traceable support for content, crawl, accessibility, and release decisions.

  • evidence ID
  • evidence type
  • related claim or requirement
  • source locator
  • source SHA-256 if available
  • capture date
  • captured by
  • attachment or local file reference
  • result
  • limitations
  • revision
  • provenance note

Approvals and release gates

Collect independent review decisions and preserve held or approved outcomes.

  • approval gate
  • proposal under review
  • reviewer
  • decision: Needs review/Approved/Held
  • decision date
  • conditions
  • supporting evidence IDs
  • unresolved issues
  • receipt or revision reference
  • next action

Risks and failure states

Expose delivery, claim, crawl, accessibility, privacy, and release risks before closure.

  • risk description
  • category
  • likelihood
  • impact
  • severity
  • trigger
  • owner
  • mitigation
  • contingency
  • status
  • review date
  • residual risk
  • blocked release flag

Closure

Confirm what was completed, what remains held, and how the project record is preserved.

  • closure date
  • closure owner
  • delivered scope
  • deferred scope
  • approved claims
  • held claims
  • completed milestones
  • open risks
  • evidence completeness
  • approval completeness
  • final record revision
  • follow-up work
  • closure decision
  • reason if not closed

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.

Surface identity

Define ownership and the bounded website surface.

  • project title
  • surface purpose
  • owner
  • working status
  • target audience
  • canonical local project ID
  • visibility

Scope and routes

Record the pages and route candidates without implying deployment.

  • route or page title
  • proposed path
  • page purpose
  • audience
  • content owner
  • source record links
  • in-scope flag
  • external dependency note

Claims and evidence

Separate proposed public claims from evidence and held claims.

  • claim text
  • claim type
  • source locator
  • source SHA-256 if available
  • provenance note
  • confidence
  • public-claim status
  • reviewer
  • review note

Crawl and link review

Track local review of links, destinations, labels, and failure states.

  • source page
  • link label
  • destination
  • link type
  • expected status
  • observed local status
  • failure description
  • replacement or hold note
  • review date

Accessibility gate

Review keyboard, semantics, text alternatives, focus, motion, and contrast before release review.

  • criterion
  • page or component
  • test method
  • result
  • evidence link
  • severity
  • remediation owner
  • remediation due date
  • reviewer

Deadline and workback

Turn a target review or release date into explicit local work.

  • target date
  • date type
  • timezone
  • milestone name
  • milestone due date
  • duration estimate
  • dependency IDs
  • owner
  • priority
  • recurrence candidate
  • completion state

Release decision

Preserve a human-reviewed proposal and its unresolved gates.

  • decision status
  • approver
  • approval date
  • open blockers
  • held effects
  • release notes
  • receipt links
  • next review date

Required or proposed record references

No record existence is asserted by this documentation page.

  • project record
  • scope record
  • milestone records
  • deadline to-dos
  • dependency records
  • owner assignments
  • workback record
  • tool and guide links
  • evidence records
  • approval records
  • risk records
  • closure record
  • claim records
  • page or route records
  • source-labelled notes
  • file references
  • accessibility review records
  • crawl review records
  • workback milestones
  • approval record
  • release receipt

Sources and evidence

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

  • source_record:project:website-surface
  • 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_ROUTES:/app/notebook/projects/
  • APP_ROUTES:/app/notebook/to-dos/
  • APP_ROUTES:/app/notebook/agenda/
  • APP_ROUTES:/app/notebook/approvals/
  • APP_ROUTES:/app/notebook/notes/
  • APP_ROUTES:/app/notebook/files/
  • APP_ROUTES:/app/notebook/field-guides/
  • APP_ROUTES:/app/notebook/search/
  • APP_ROUTES:/app/pointguard/
  • project:website-surface
  • Notebook records provenance and revision contract
  • PointGuard persistent cross-app context surface
  • APP_ROUTES:/app/notebook/paper/
  • ALLOWED_INSTRUMENTS:wcag-contrast-ratio-checker
  • ALLOWED_INSTRUMENTS:reading-time-estimator