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Frontmatter by kind

The common front matter every document carries, and the extra fields each kind adds.

Every document carries a common core. Each kind then adds a few fields of its own. In the tables, R means required, O optional and G generated.

Design rules

  1. The common core is filled at creation by a hook or the guided flow. Nobody types it by hand.
  2. type is the kind name.
  3. Existing fields keep their meaning. On a document, tier means result tier: deliverable, support, input or render.
  4. state is authored. Checks apply to new files only; closed work is not retrofitted.

Common core

Field Req Meaning
title R Reader-facing name
description R One or two sentences
type R The kind
activity R Link to the owning activity
work_type R Copy of the activity's work type
phase G Derived from the work type, never authored
stage R intake, route, draft, build or iterate
iteration O Which build iteration produced this version
state R Draft, Review, Approved or Superseded
version R The latest stays in place; earlier versions go to a trash folder
created, updated R Dates
source O The request that asked for it
related O List of links

Fields added by kind

Examples of per-kind blocks
# scope
owner: R
goal: R            # one sentence
done_when: R       # a testable sentence
route: R
audience: O        # User, Creator or Market
person: O
organization: O
deal: O            # reserved
first_result: O
involvement: O     # low, medium or high

# findings and research
question: R
method: R
confidence: R
sources_fetched: R # true or false

# mapping
from: R
to: R
rollback: R        # "none" must be written explicitly

# verification
done_when_ref: R
result: R          # pass, partial or fail
evidence: R
run_on: R

Other kinds follow the same pattern. A recommendation adds fields recording where it was answered and its follow-on; a runbook adds trigger and owner; a retrospective adds period, expected, happened and change.

Fields that make a document promotable

Any kind that may become a knowledge-base article can also carry these.

Field Meaning
kb Knowledge base slug
topic Top-level folder in the knowledge base
audience User, Creator or Market
mode Tutorial, How-to, Reference or Explanation
summary One line for the topic home page
promote none, candidate or promoted
promoted_to Link to the article after promotion
in_force For a decision, true while it still applies

Process fields (process, process_step, gate) are described on Levels: one or two.

See Document kinds for what each kind is for.