Form definitions

A Form Owner starts with the organization and a named form. The definition carries its number, revision, schema version, owner and state. The owner records the required setting, condition expression and validation rule before asking an Independent Reviewer to inspect the revision. A validated revision is the candidate for publication. A published revision is the parent for submitted lines; changing the working design starts another revision rather than obscuring the earlier decision.

The form number identifies the working form, while the revision and schema version identify what was reviewed. Keep the earlier published definition available when a correction creates a successor Draft. A later submission remains linked to the definition that governed it, so the owner can explain why the earlier decision was valid.

• Own the draft. The Form Owner records the organization, owner, field definition and schema rule on the revision.
• Validate before review. Check both sides of each condition, then move the Draft to Validated.
• Publish the reviewed revision. The Independent Reviewer records a decision for that source revision; the Operator publishes the Validated form and checks its operation trail.

The owner checks that the form name and number identify the right operating use, that the field policy belongs to the same organization, and that the schema version shown to operators is the one reviewed. A condition should be tried with both a response that activates it and one that does not. The reviewer records a decision against the exact revision, so later corrections have their own decision trail.

Agree which form number and schema version operators will recognize. A correction uses a successor revision and a lineage number, so an older definition stays identifiable. The Form Owner and Independent Reviewer should inspect the same revision before the Operator publishes it.

Choose a form used for a real intake. Record one required answer and one conditional answer, then compare the validated definition with the decision. After publication, submit a line and confirm that its parent points to the intended revision. For a correction, retain the earlier definition and make the successor Draft. The previous result and state change should remain explainable.

After the pilot publication, compare the decision source revision with the published definition and the state history. Attach a Pending submission to that published parent. If the owner later changes a rule, start a successor Draft and leave the original parent on the earlier line.

• Definitions in progress — Find Draft and Validated revisions awaiting checks or a decision.
• Published form board — Compare published revisions with the versions awaiting publication or retirement.

See definition and publication and submission review for the decisions that connect this module to the next one.