Plan / Schedule

Establishes the immutable handle for one plan instance and what falls inside its envelope rather than in a referenced plan, task or project.

Questions

1. Which identifier is the authoritative, immutable handle for this plan, and which system issued it?identity
   Expected answer

   • Master-system identifier value
   • Issuing system reference
   • Identifier scheme or namespace
   • Locally-minted flag
2. What distinguishes this plan from the adjacent plans, tasks and projects it references?definition
   Expected answer

   • Boundary statement
   • Excluded neighbour references
   • Rationale for separate identity
3. What planning horizon and time granularity does the plan claim to cover?temporal
   Expected answer

   • Horizon start and end
   • Granularity unit
   • Coverage caveat
4. Which planned actions and schedule entries are constituent parts rather than merely referenced?composition
   Expected answer

   • Member references with part or reference role
   • Containment rule

Artifacts

• Plan recordThe canonical object carrying plan identity, boundary, membership and horizon, from which all projections are derived.

Classifies the kind of plan and the degree of authority its intention carries, which governs what an agent may act on unaided.

Questions

1. What degree of authority does this plan assert: proposal, plan, directive or order?classification
   Expected answer

   • Intent mode code
   • Value set reference
   • Authorizing statement
2. Which plan kind applies, such as project schedule, operational routine, agent action plan or service plan?definition
   Expected answer

   • Plan kind code
   • Domain profile reference
3. Which parties may act on this plan without a further approval step?authority
   Expected answer

   • Authorized actor references
   • Approval-required flag
   • Escalation path
4. On what scale is priority or urgency expressed, and what does each level oblige?measurement
   Expected answer

   • Priority value
   • Scale definition and direction
   • Obligation per level

Artifacts

• Intent mode value setPublished controlled vocabulary of intent modes and plan kinds, with the obligation attached to each level.

How successive revisions of one plan are counted, timestamped, reconciled between replicas and retired.

Questions

1. Which changes require the revision counter to increment, and which do not?constraint
   Expected answer

   • Material field list
   • Counter increment rule
   • Exempt field list
2. When two replicas hold the same plan identifier, which revision wins and by what tiebreak?interoperability
   Expected answer

   • Precedence order: identifier, counter, modification timestamp
   • Escalation rule for exact ties
3. How is a superseded revision marked, and does it remain retrievable?lifecycle
   Expected answer

   • Revision state code
   • Supersedes and superseded-by references
   • Retrievability policy
4. Which timestamp records the modification event as opposed to receipt of that modification?temporal
   Expected answer

   • Modification timestamp
   • Ingestion timestamp
   • Clock source

Artifacts

• Plan revision historyAppend-only ordered record of plan revisions with counters, timestamps and supersession links.

Who is accountable for the plan, who holds write authority over the master copy, and what evidences approval.

Questions

1. Which agent is accountable for this plan and its schedule entries?ownership
   Expected answer

   • Owner agent reference
   • Accountability statement
   • Effective from timestamp
2. Which single role holds write authority over the master copy, and how is that authority transferred?authority
   Expected answer

   • Organizer or scheduler reference
   • Transfer procedure
   • Transfer record
3. What evidence records that the plan was approved, by whom and against which revision?evidence
   Expected answer

   • Approver reference
   • Approval timestamp
   • Approved revision counter
   • Approval artifact reference
4. Under what conditions may write or approval authority be delegated, and is the delegation recorded on the plan?access
   Expected answer

   • Delegation grant
   • Scope and expiry
   • Delegator and delegate references

Artifacts

• Plan approval recordSigned or attributed record binding an approver to a specific plan revision, used as evidence for authority claims.

The end state the plan serves and the measurable test by which fulfilment is judged.

Questions

1. What end state or objective does the plan intend to bring about?definition
   Expected answer

   • Goal statement
   • Scope of effect
   • Beneficiary of the outcome
2. By which measurable criterion is the goal judged achieved rather than merely attempted?measurement
   Expected answer

   • Criterion expression
   • Measurement unit and threshold
   • Evaluation point
3. How does the goal decompose into sub-goals and planned actions?composition
   Expected answer

   • Parent goal reference
   • Child goal references
   • Decomposition rule
4. What happens when two goals in the same plan cannot both be satisfied?exception
   Expected answer

   • Precedence rank
   • Tradeoff rule
   • Escalation owner

Artifacts

• Goal specificationStatement of objectives, decomposition and success criteria against which the plan's fulfilment is assessed.

One intended action: its type and object, the conditions required to start it, the effects expected, and whether it is instantaneous or durative.

Questions

1. Which action type and target object does the planned action denote?definition
   Expected answer

   • Action type code
   • Target object reference
   • Parameter bindings
2. Which conditions must hold for the planned action to be executable?requirement
   Expected answer

   • Precondition expression
   • Condition timing: at start or over all
   • Checking responsibility
3. Which state changes does the planned action expect to produce?state
   Expected answer

   • Expected effect expression
   • Effect timing: at start or at end
   • Affected entity references
4. Is the action instantaneous or durative, and are its conditions checked at start, throughout, or at end?temporal
   Expected answer

   • Durativity flag
   • Condition annotation per clause
   • Duration constraint
5. Which lifecycle states may a planned action occupy before it is realized?lifecycle
   Expected answer

   • State code list
   • Allowed transitions
   • Terminal pre-realization states

Artifacts

• Planned action definitionDefinition of one intended action with parameters, preconditions, expected effects and durativity.

External conditions the plan takes for granted, who watches them, and what their failure invalidates.

Questions

1. Which external condition does the plan take for granted without controlling it?definition
   Expected answer

   • Assumption statement
   • Controlling party if any
   • Basis for believing it
2. Who is accountable for monitoring each assumption, and on what cadence?ownership
   Expected answer

   • Monitoring agent reference
   • Review cadence
   • Last reviewed timestamp
3. Which observable signal invalidates the assumption, and what re-planning does it trigger?event
   Expected answer

   • Signal definition
   • Threshold
   • Triggered response
4. How much of the plan fails if this assumption fails?measurement
   Expected answer

   • Sensitivity rating
   • Dependent item references
   • Estimated impact

Artifacts

• Assumption registerMaintained list of assumptions with owners, monitoring signals, sensitivity and current state.

Uncertainty in durations and logic, the analysis run against it, and the reserve held to absorb it.

Questions

1. Which duration estimates carry a distribution rather than a single deterministic value?measurement
   Expected answer

   • Optimistic, most likely and pessimistic values
   • Distribution type
   • Basis of estimate
2. Has a schedule risk analysis been run, against which plan revision, and at what confidence level is the committed date set?validation
   Expected answer

   • Analysis run reference
   • Analysed revision counter
   • Confidence percentile
   • Resulting date
3. Where is schedule reserve held, and who may authorize consuming it?constraint
   Expected answer

   • Reserve location in the network
   • Reserve duration
   • Consumption authority
4. Which activities drive the greatest schedule risk?relationship
   Expected answer

   • Ranked driver activity references
   • Sensitivity measure
   • Correlation assumptions

Artifacts

• Schedule risk analysis reportRecord of a risk analysis run: inputs, distributions, resulting confidence curve, driver ranking and the revision analysed.

The anchoring of a planned action to a point, an interval, a deadline, or a start plus duration.

Questions

1. Is the entry anchored as an instant, a start plus duration, a start plus end, or a deadline only?temporal
   Expected answer

   • Anchor form code
   • Start value
   • End or duration or due value
2. In which serialization profile and precision are the entry's absolute times expressed?constraint
   Expected answer

   • Timestamp profile reference
   • Seconds precision
   • Offset or Z designator
   • Leap-second handling
3. Is the entry a date-only all-day binding or a time-of-day binding?classification
   Expected answer

   • Date-only flag
   • Local day boundary rule
4. Where is the entry expected to take place, and does that place determine its local time?spatial
   Expected answer

   • Location reference or text
   • Coordinates if known
   • Whether location drives the time zone

Artifacts

• Schedule entryThe time binding of a planned action, carrying anchor form, times, place and its relation to the intention it times.

Which of the three time forms an entry uses, and how future local times survive time zone rule changes.

Questions

1. Is the entry stored as UTC, as local time with a named zone, or as floating local time?classification
   Expected answer

   • Time form code
   • Zone identifier when applicable
   • Justification for floating form
2. Which time zone database release was in force when the entry was created, and is that release recorded?provenance
   Expected answer

   • Database release identifier
   • Recording policy
   • Recomputation trigger
3. What happens to a future entry when its zone's offset or daylight-saving rule changes?exception
   Expected answer

   • Recomputation rule
   • Notification obligation
   • Affected entry list
4. If a stored offset disagrees with the named zone, which one governs?validation
   Expected answer

   • Precedence rule
   • Criticality marking of the zone tag
   • Error handling behaviour

Artifacts

• Time zone binding policyThe owner package's declared rules on which time form to use per entry class, whether zone tags are critical, and how zone data releases trigger recomputation.

Whether a stated duration means elapsed time, working time or resource effort, and which calendar converts between them.

Questions

1. Does the stated duration mean elapsed time, working time, or resource effort?definition
   Expected answer

   • Duration kind code
   • Conversion rule
   • Declared default
2. Which working calendar, including non-working days and shift hours, applies to this entry?composition
   Expected answer

   • Calendar reference
   • Working day pattern
   • Holiday set and locale
3. In which units are durations expressed, and how are partial units rounded?measurement
   Expected answer

   • Unit code
   • Rounding rule
   • Minimum granularity
4. Which calendar governs when the resource calendar and the activity calendar disagree?exception
   Expected answer

   • Precedence rule
   • Override record
   • Responsible role

Artifacts

• Working calendar definitionNamed calendar of working days, shift hours, holidays and exceptions used to convert between elapsed, working and effort durations.

The pattern that generates repeated occurrences, its grammar, anchor and termination.

Questions

1. In which recurrence grammar is the pattern expressed, and is it losslessly convertible to the others in use?interoperability
   Expected answer

   • Grammar identifier
   • Convertibility matrix
   • Known lossy constructs
2. Which frequency, interval, by-part and termination terms define the pattern?constraint
   Expected answer

   • Frequency code
   • Interval value
   • By-part values
   • Until or count
3. Which start value anchors expansion, and in which zone is expansion performed?temporal
   Expected answer

   • Anchor start value
   • Expansion zone
   • Week start setting
4. Is the series bounded by count, by an end date, or unbounded, and how far should a consumer expand it?process
   Expected answer

   • Boundedness code
   • Horizon policy
   • Maximum occurrences returned

Artifacts

• Recurrence ruleThe stored generative pattern; the rule plus its overrides, not the expanded occurrence list, is the canonical form.

Individual occurrences that differ from the series or are removed from it, and how they survive rule changes.

Questions

1. How is a single occurrence identified independently of the series it belongs to?identity
   Expected answer

   • Series identifier
   • Recurrence identifier value
   • Identifier stability rule
2. Does a change apply to one occurrence only or to that occurrence and all later ones?composition
   Expected answer

   • Range flag
   • Affected occurrence set
   • Resulting split series
3. How are cancelled or excluded occurrences recorded so that expansion does not regenerate them?exception
   Expected answer

   • Exclusion date list
   • Cancellation status per occurrence
   • Tombstone retention period
4. When the series rule changes, what becomes of previously detached overrides?validation
   Expected answer

   • Reconciliation rule
   • Orphaned override handling
   • Operator notification

Artifacts

• Occurrence override setThe collection of per-occurrence patches, additions and exclusions that qualify a recurrence rule.

The directed relations that sequence planned items, their type, lag and justification.

Questions

1. Which ordering relation holds between predecessor and successor: finish-to-start, start-to-start, finish-to-finish or start-to-finish?relationship
   Expected answer

   • Dependency type code
   • Predecessor reference
   • Successor reference
2. What lag or lead applies, in which duration kind, and what justifies it?measurement
   Expected answer

   • Lag value and sign
   • Duration kind
   • Calendar used to apply the lag
3. What physical or contractual reason justifies the dependency rather than mere convenience?evidence
   Expected answer

   • Rationale statement
   • Evidence reference
   • Reviewer and review date
4. Which dependencies cross the plan boundary to another party's plan?interoperability
   Expected answer

   • External plan reference
   • Counterparty agent
   • Agreed handover point
   • Notification obligation

Artifacts

• Dependency networkThe directed acyclic set of ordering relations with types, lags and rationale, from which schedule dates are computed.

Externally imposed date constraints on an entry and how far the entry may move without breaching them.

Questions

1. Which date constraint is imposed on this entry, and who imposed it?constraint
   Expected answer

   • Constraint type code
   • Constraint date value
   • Imposing party reference
2. How flexible is the entry: fixed, movable within a window, or freely schedulable?classification
   Expected answer

   • Flexibility class
   • Permitted movement window
   • Approval needed to move
3. When a hard constraint conflicts with network logic, which is honoured and how is the conflict surfaced?exception
   Expected answer

   • Precedence rule
   • Conflict marker
   • Notification target
4. Is the deadline self-imposed, contractual or regulatory?authority
   Expected answer

   • Deadline basis code
   • Governing instrument reference
   • Consequence of breach

Structural checks that decide whether a schedule is complete, well-constructed and credible enough to be relied on.

Questions

1. Does the schedule capture every activity needed to meet the objective, including work performed by other parties?quality
   Expected answer

   • Coverage assessment
   • Omitted scope list
   • Breakdown structure reference
2. Which activities have missing predecessors or successors, negative lag, or excessive use of hard constraints?validation
   Expected answer

   • Open-end count
   • Negative lag count
   • Constrained activity count
   • Defect list with references
3. Can the schedule be traced horizontally across dependent activities and vertically to its summary levels?evidence
   Expected answer

   • Horizontal traceability result
   • Vertical traceability result
   • Sampled evidence references
4. Which health metrics are computed, at what thresholds, and against which scheduling run?measurement
   Expected answer

   • Metric names and values
   • Threshold set
   • Scheduling run reference
   • Pass or fail per metric

Artifacts

• Schedule health assessmentEvidence record of integrity and quality checks against a named plan revision, usable as a gate on baseline approval.

RFC 9253 extends RELATED-TO with temporal RELTYPE values FINISHTOSTART, FINISHTOFINISH, STARTTOFINISH and STARTTOSTART, plus GAP for lag (positive) or lead (negative) duration, and FIRST, NEXT, DEPENDS-ON, PARENT, CHILD and SIBLING. P-Plan isPreceededBy is a transitive step ordering without lag types. OWL-Time intervalBefore, intervalMeets, intervalOverlaps and related Allen relations describe interval topology but are not project-management lag. FHIR CarePlan.partOf, basedOn and replaces relate plan instances. REFID groups components without adding meaning. These relation families must be stored distinctly; isPreceededBy is not equivalent to FINISHTOSTART with lag.

Questions

1. What ordering constraint holds between these planned items, including precedence type and lead or lag gap?relationship
   Expected answer

   • predecessor_id (string)
   • successor_id (string)
   • reltype (enum)
   • gap (signed-duration)
2. Is this plan or item part of, based on, replacing, parent of or child of another plan, and what grouping REFID if any associates peers?composition
   Expected answer

   • part_of_plan_id (string)
   • based_on_plan_id (string)
   • replaces_plan_id (string)
   • reltype (enum)
   • group_refid (string)
3. Independently of project lag, which Allen interval relation holds between the scheduled intervals of the two items?temporal
   Expected answer

   • allen_relation (enum)
   • interval_meets (boolean)
4. Does this relationship currently dangle because the target was deleted or cancelled, as RFC 9253 warns for FIRST, NEXT and temporal links?evidence
   Expected answer

   • target_missing (boolean)
   • target_status (enum)

Artifacts

• Dependency recordTyped relationship between planned items, including precedence type, gap and optional grouping key.

Separates asserted inputs from computed outputs and records the run that produced the dates, float and critical path.

Questions

1. Which dates are asserted inputs and which are computed outputs of a scheduling run?provenance
   Expected answer

   • Per-field derivation flag
   • Computation run reference
   • Input revision counter
2. Which continuous path of activities determines the finish date, and how was its validity checked?validation
   Expected answer

   • Ordered path activity references
   • Validation method
   • Anomalies found
3. What total float and free float does each activity carry, and what threshold counts as unreasonable?measurement
   Expected answer

   • Total float value
   • Free float value
   • Threshold and unit
   • Outlier activity references
4. What triggers recomputation, and is the previous computed result retained?process
   Expected answer

   • Trigger condition list
   • Retention policy for prior runs
   • Run cadence

Artifacts

• Scheduling run resultImmutable output of one scheduling computation: derived dates, float, critical path and the exact inputs and settings used.

Which agents and resources are assigned at what allocation, their availability, and where they are over-committed.

Questions

1. Which agent or resource is assigned to the planned action, in which role and at what allocation?relationship
   Expected answer

   • Assignee reference
   • Assignment role
   • Allocation units
   • Effective period
2. What availability calendar limits the assigned resource?state
   Expected answer

   • Availability window set
   • Calendar reference
   • Exception periods
3. Where is the same resource committed to overlapping entries, and how is that resolved?exception
   Expected answer

   • Overlap detection result
   • Resolution action
   • Deciding role
4. Which activities carry a duration but no assigned resource, and is that deliberate?quality
   Expected answer

   • Unresourced activity references
   • Justification
   • Remediation owner

Artifacts

• Resource assignment setThe assignments and allocations for a plan revision, with detected contention, used to test feasibility.

The subset of intentions that bind an agent toward a named beneficiary, with terms and qualifying conditions.

Questions

1. Which party issues the commitment and which party is its beneficiary?ownership
   Expected answer

   • Assigner reference
   • Assignee or beneficiary reference
   • Third-party arbiter if any
2. What exactly is promised, by when, and under which qualifying conditions?requirement
   Expected answer

   • Promised action
   • Deadline or interval
   • Constraint expressions
   • Referenced planned action
3. Is the commitment informal, contractual or regulatory, and what evidence establishes it?classification
   Expected answer

   • Basis code
   • Governing instrument reference
   • Establishing evidence
4. Who is entitled to verify the commitment's existence and terms?access
   Expected answer

   • Verifier references
   • Disclosure scope
   • Verification interface

Artifacts

• Commitment recordRecord binding an intention to a beneficiary, carrying parties, terms, conditions and current state.

What follows non-fulfilment of a commitment, and how commitments are honoured, released or transferred.

Questions

1. Which additional duty is triggered when the commitment is not fulfilled?constraint
   Expected answer

   • Consequence duty definition
   • Trigger condition
   • Duty bearer reference
2. Which observable event constitutes non-fulfilment, and at what moment is it evaluated?event
   Expected answer

   • Breach criterion
   • Evaluation instant
   • Observing party
3. How is a commitment released, renegotiated or transferred, and whose consent is required?lifecycle
   Expected answer

   • Release procedure
   • Consenting parties
   • Resulting state and successor commitment
4. What evidence closes the commitment as honoured?evidence
   Expected answer

   • Evidence references
   • Accepting party
   • Acceptance timestamp

Artifacts

• Commitment settlement recordRecord of how a commitment ended: honoured with evidence, breached with consequence applied, released or transferred with consent.

Roles participants hold on an entry, their current response, and how delegation is represented.

Questions

1. In which role does each participant appear on the entry?classification
   Expected answer

   • Role code
   • Required or optional flag
   • Role source vocabulary
2. What is each participant's current response state, and when was it last updated?state
   Expected answer

   • Participation status code
   • Status update timestamp
   • Updating agent
3. Is a reply expected from this participant, and by when?process
   Expected answer

   • Reply expected flag
   • Reply deadline
   • Reminder policy
4. When a participant delegates, how are delegator and delegate linked on the entry?relationship
   Expected answer

   • Delegated-to reference
   • Delegated-from reference
   • Whether the delegator remains listed

Artifacts

• Participant rosterThe set of participants on an entry with roles, response states, reply expectations and delegation links.

Whether an entry consumes availability, how clashes are found, and how alternative times are proposed and recorded.

Questions

1. Does this entry consume the participant's availability or leave them free?definition
   Expected answer

   • Transparency or free-busy status code
   • Effect on availability computation
2. How are overlapping commitments detected across separate calendars and plans?process
   Expected answer

   • Detection scope
   • Overlap rule
   • Detected conflict set
3. How is an alternative time proposed, accepted or declined?decision
   Expected answer

   • Proposed alternative values
   • Proposing party
   • Decision outcome and decider
4. When an entry moves, what records the previous time and the reason?provenance
   Expected answer

   • Previous start and end
   • Reason code
   • Deciding agent
   • Decision and application timestamps

Artifacts

• Free/busy projectionAvailability-only view over a bounded horizon, disclosing busy intervals without entry content, used for conflict detection across parties.

iTIP methods are PUBLISH, REQUEST, REPLY, ADD, CANCEL, REFRESH, COUNTER and DECLINECOUNTER. Organizer may send PUBLISH, REQUEST, ADD, CANCEL and DECLINECOUNTER; Attendee may send REPLY, REFRESH, COUNTER and a delegation REQUEST. Correlation keys are UID, RECURRENCE-ID, SEQUENCE and DTSTAMP: higher SEQUENCE obsoletes lower for the same UID and recurrence id; matching SEQUENCE ties break on later DTSTAMP. SEQUENCE MUST increment when Organizer changes DTSTART, DTEND, DURATION, DUE, RRULE, RDATE, EXDATE or STATUS. JSCalendar sequence and method (lowercase iTIP method) carry the same semantics. Out-of-order replies must be discarded using persisted last SEQUENCE and DTSTAMP per attendee.

Questions

1. Which scheduling method is being applied, who may send it, and is this a new object or a revision of an existing UID?process
   Expected answer

   • method (enum)
   • originator_role (enum)
   • is_new_uid (boolean)
2. What SEQUENCE and stamp time identify this revision, and does it obsolete a previously stored component with the same UID and recurrence id?lifecycle
   Expected answer

   • sequence (integer)
   • stamp_time (rfc3339-date-time)
   • obsoletes_sequence (integer)
3. If a reply arrives with a lower sequence or earlier stamp than the last persisted attendee response, should it be discarded?evidence
   Expected answer

   • last_persisted_sequence (integer)
   • last_persisted_stamp (rfc3339-date-time)
   • discard (boolean)
4. What spoofing, unauthorized organizer-replacement or flood controls apply to this scheduling message, as warned in iTIP security considerations?access
   Expected answer

   • authenticated_originator (boolean)
   • organizer_replacement_authorized (boolean)

Artifacts

• Scheduling messageOne iTIP-style method payload correlated by UID, recurrence id, sequence and stamp time.

Immutable frozen versions of a plan against which later performance and variance are measured.

Questions

1. Which elements are frozen in the baseline and which remain live?composition
   Expected answer

   • Frozen element list
   • Live element list
   • Scope statement
2. Who approved the baseline, and under what rule may the plan be re-baselined?authority
   Expected answer

   • Approver reference
   • Re-baselining rule
   • Threshold triggering re-baseline
3. How are multiple concurrent baselines distinguished, and which is current?identity
   Expected answer

   • Baseline identifiers
   • Current baseline marker
   • Purpose of each baseline
4. How is it proven that a stored baseline has not been altered since freezing?security
   Expected answer

   • Content digest
   • Digest algorithm
   • Verification procedure

Artifacts

• Baseline snapshotImmutable frozen copy of a plan revision with its digest and approval, held as the comparison reference for variance.

The controlled record of what changed in a plan, why, on whose authority and at which distinct times.

Questions

1. At what granularity is a change recorded: whole plan, entry, or individual field?composition
   Expected answer

   • Granularity rule
   • Changed element references
   • Before and after values
2. Which controlled reason code explains the change, distinguishing correction of an error from genuine re-planning?classification
   Expected answer

   • Reason code
   • Reason code vocabulary reference
   • Free-text justification
3. Who authorized the change, and was downstream notification required?authority
   Expected answer

   • Authorizing agent
   • Authorization basis
   • Notified party references
4. Which timestamps record when the change was decided, applied and observed by consumers?temporal
   Expected answer

   • Decision timestamp
   • Application timestamp
   • Observation or ingestion timestamp

Artifacts

• Plan change logAppend-only sequence of change entries with reason codes, authorities and separated decision, application and observation times.

Progress recorded against the plan as of a stated status date, and the variance computed against baseline.

Questions

1. How is progress expressed, and is the measurement method declared rather than assumed?measurement
   Expected answer

   • Progress value
   • Method code such as percent complete or remaining duration
   • Declared method definition
2. Which actual start and finish dates are recorded, and are dates later than the status date rejected?temporal
   Expected answer

   • Actual start
   • Actual finish
   • Status date
   • Future-actual validation rule
3. What variance against the baseline is computed, and at which level of the plan?validation
   Expected answer

   • Variance value and unit
   • Baseline reference
   • Aggregation level
4. As of which status date is the progress statement valid, and who asserted it?provenance
   Expected answer

   • Status date
   • Asserting agent
   • Assertion timestamp

Artifacts

• Progress update recordPeriodic record of actuals, remaining work and variance as of a status date, stored alongside rather than overwriting the baseline.

How intentions are linked to the acts that fulfilled them, including partial, substituted and unplanned outcomes.

Questions

1. Which recorded acts realize this planned action, and is the correspondence one-to-one?relationship
   Expected answer

   • Realizing act references
   • Cardinality of the correspondence
   • Matching rule
2. How is partial or substituted fulfilment represented without overwriting the original intention?state
   Expected answer

   • Fulfilment degree code
   • Substitution note
   • Preserved original intention reference
3. How is this plan recorded as the plan an executing agent actually followed?provenance
   Expected answer

   • Association between activity and agent
   • Plan reference on that association
   • Recording timestamp
4. How are acts that occurred with no corresponding intention represented?exception
   Expected answer

   • Unplanned act references
   • Retrospective attachment policy
   • Reviewer decision

Artifacts

• Realization link setThe many-to-many links between planned actions and the acts that realized them, with fulfilment degree and matching rationale.

Terminal states of a plan, the authority and reason for ending it, and the treatment of residual obligations.

Questions

1. Which terminal states may a plan reach, and how are they distinguished from one another?lifecycle
   Expected answer

   • Terminal state code list
   • Definition per state
   • Allowed transitions into each
2. What reason and authority are recorded when a plan is dropped before completion?decision
   Expected answer

   • Closure reason code
   • Deciding agent
   • Decision evidence reference
3. What happens to open commitments and future occurrences when the plan closes?exception
   Expected answer

   • Residual commitment references
   • Cancellation or transfer action
   • Notified counterparties
4. May a closed plan be edited, and if not, how are subsequent corrections expressed?constraint
   Expected answer

   • Edit prohibition rule
   • Correction mechanism
   • Successor plan reference

Artifacts

• Plan closure recordRecord of the terminal state, reason, deciding authority and the disposition of residual commitments and future occurrences.

The agent and activity that produced a plan version, and the prior plans, templates or forecasts it derives from.

Questions

1. Which agent, human or software, generated this plan version, and under which activity?provenance
   Expected answer

   • Attributed agent reference
   • Generating activity reference
   • Generation timestamp
2. From which prior plan, template or forecast is this plan derived?relationship
   Expected answer

   • Derived-from references
   • Derivation kind
   • Transformation description
3. Is the planning agent autonomous software, and are its identity and version recorded?classification
   Expected answer

   • Agent type code
   • Software name and version
   • Operating human principal
4. Which upstream instruction or request caused the plan to be created?authority
   Expected answer

   • Triggering request reference
   • Requesting agent
   • Received timestamp

Artifacts

• Plan provenance graphGraph of attribution, generation, association and derivation relations connecting plan versions, planning agents and executing activities.

The level of detail each audience may see, the grants that permit it, and how long plan records are kept before authorized disposition.

Questions

1. At which level of detail is the entry shared: full content, busy-only, or hidden entirely?privacy
   Expected answer

   • Disclosure class code
   • Audience scope
   • Redacted field list
2. Which grants let a non-owner read or write the plan, and do they apply per entry or per plan?access
   Expected answer

   • Grantee references
   • Permitted operations
   • Grant scope and expiry
3. How long are plan, schedule and commitment records retained after closure, and under whose records schedule?retention
   Expected answer

   • Retention rule reference
   • Retention trigger and period
   • Authorizing schedule and role dependency
4. When an entry is deleted, what marker remains so that replicas do not resurrect it?exception
   Expected answer

   • Tombstone marker
   • Tombstone retention window
   • Replication reconciliation rule
5. Which fields may reveal sensitive location, health or negotiation information and must be redacted in projections?security
   Expected answer

   • Sensitive field list
   • Redaction rule per projection
   • Approving role

Artifacts

• Disclosure and retention policyThe owner package's binding statement of disclosure classes per audience, access grant rules, retention periods and authorized disposition actions.

Mappings to external calendaring and planning vocabularies, the losses in each direction, and what any conformance claim rests on.

Questions

1. To which external vocabularies does this model map, and which elements are lossy in each direction?interoperability
   Expected answer

   • Target vocabulary identifiers and versions
   • Element-level mapping table
   • Lossy construct list per direction
2. Does an export and re-import round trip preserve identity, revision counter and occurrence overrides?validation
   Expected answer

   • Round-trip test result
   • Preserved and lost element lists
   • Test fixture reference
3. What evidence supports a conformance claim, as distinct from a mere alignment?evidence
   Expected answer

   • Claim statement
   • Test evidence reference
   • Scope and exclusions of the claim
4. How are locally required fields carried without breaking a receiving implementation?constraint
   Expected answer

   • Extension namespace
   • Ignore-unknown rule
   • Criticality marking convention

Artifacts

• Alignment and mapping tableElement-level mapping between this model and each external vocabulary, annotated with direction, loss and round-trip test evidence.