Definition to publication

Step by step

1. Set field policy Form Owner

   Form Owner selects an active field definition for the organization and checks its effective period.

   • Link the policy and inspect any source mapping.
   • Updates Field definitions, Source mappings

2. Draft definition Form Owner

   Form Owner records the form number, revision, schema version and conditional validation rule.

   • Keep the definition Draft with its owner and organization.
   • Updates Form definitions

3. Validate definition Form Owner

   Form Owner tests required answers with the condition both true and false, then marks the revision Validated.

   • Move Draft to Validated after checking the schema artifacts.
   • Updates Form definitions

4. Review revision Independent Reviewer

   Independent Reviewer records a decision on the exact source revision. Approval is the human gate; Returned or Rejected sends the form back for correction.

   • Record reviewer, decision, reason and evidence reference.
   • Updates Review decisions, Evidence documents
   ApprovalA person approves before the work moves on.

5. Publish form Operator

   Operator publishes the Validated revision and inspects its operation run, numbered steps and state history.

   • Move Validated to Published and retain the action trace.
   • Updates Form definitions, Operation runs, Operation steps, State history

Form Owner

, Independent Reviewer, Operator.