Guide

Record detail

Everything about one record: statement, rationale, acceptance criteria, state, priority, owner and source.

For: Product owner, Tester, Team developer

What you can do here

  • Read the record as an agent would receive it.
  • Choose Edit to change the text, the acceptance criteria or the state.
  • If it was proposed by an AI agent, Proposed by shows which one.

Change proposals

Agents cannot edit records. When you ask an agent to change one, it proposes the change (propose_change) and a banner appears here. Change proposals shows it as a difference: removed text in red, new text in green, and for acceptance criteria which are new, reworded or removed.

  • Accept change applies it under the same rules as Edit (your permission for the record's state; the agent's reason is kept in the history).
  • A reworded criterion keeps its identity, so the tests linked to it stay linked.
  • If the record changed after the proposal, it can only be rejected; ask the agent for a new one.
  • With maker-checker on, the person the agent acted for cannot accept a change to an Authority record.

Verifying acceptance criteria

Each criterion has its own status. Satisfaction is the share of criteria verified as met; it shows here, in the record lists, in Explorer and on the Overview.

StatusMeaning
Not verifiedNobody has checked it yet (also after its wording changed).
MetChecked and satisfied.
Not metChecked and not satisfied yet.
  1. Check the criterion, for example by running the test or trying the feature.
  2. Optionally write the evidence: a test name, a pull request, a demo.
  3. Press Mark met or Mark not met. Reset returns it to Not verified.

Tip Coding agents with the propose permission can report results too, through report_acceptance_result. Their reports show the agent's name, and you can override them here.

Relations

Relations place the record in the traceability chain. Agents use them to receive exactly the context a task needs: the chain above the record, how it is realized, the constraints that apply and any conflicts.

RelationUse it when
RefinesThis record details a higher one: business → objective, stakeholder → business, functional / non-functional → stakeholder or business.
RealizesA technical requirement states how a functional or non-functional one is achieved.
ConstrainsA constraint limits specific requirements. Constraints without links apply to the whole project.
ReplacesA newer record takes the place of an older one of the same type (retire the old one).
Conflicts withThe two cannot both hold. Neither can become Authority until the conflict is resolved.
Relates toBackground only.
  • Add a relation with the form at the bottom; the lists only offer record types the rules allow.
  • Suggest relations with AI proposes links with a reason; accept or dismiss each one.
  • Links proposed by coding agents appear as Proposed; confirm or reject them.
  • A confirmed conflict is closed with Resolve: say how it was resolved and, if a decision settles it, give its code; the decision is linked to both records and the resolution stays in the history.
  • Chain shows acceptance satisfaction of this record together with everything below it.

Keep in mind An Authority record cannot refine or realize a Draft or Retired record, and a record cannot go back to Draft or be Retired while Authority records depend on it.

Authority states

StateMeaningAI agents
DraftWork in progress; anyone with edit rights may change it freely.Shown only on request, never binding
ApprovedReviewed and accepted, but not yet the rule for delivery.Informative; agents ask before relying on it
AuthorityThe binding instruction for people and coding agents.Must be followed and cited
RetiredKept for history; replaced or no longer valid.Must not drive new work