What this category's data looks like
The signing of research project task statements falls under the research management category. The material sources are three types of formal texts: the project task statement, the subject task breakdown table, and the budget statement. The update cadence refreshes in sync with project approval, budget adjustments, and subject changes. The task statement defines the research objectives, assessment indicators, and period; the breakdown table breaks the objectives down to subjects and responsible persons; the budget statement locks down the funding categories and amounts. When the three materials enter the sharing and embedding stage, their roles differ: the task statement is the main issued document, the breakdown table is the basis for responsibility handover, and the budget statement is the resource constraint voucher. The field characteristics center on project and subject names, responsible persons, start and end dates, funding amounts, signature fields, and version numbers. If any name, quantity, or date does not match between two materials, the subsequent receipt will lose its baseline.
Configuration and implementation checks
This step is executed by the sharing link in the publishing channel (the publishing service performs authentication), outputting the sharing link, display parameters, and authentication results. The issuable material drafts and handover records are completed by external visitors according to their identity, who see the corresponding content. The sharing link can be configured with expiration time, per-minute access limit, credit limit, identity verification, and display items for quoted snippets, quoted full text, and source original text.
| Object | Check | Verification action |
|---|---|---|
| Project task statement | Project name, responsible person, start and end dates, and signature fields are complete and consistent with the breakdown table | Check the task statement and breakdown table field by field according to the template, confirming that names, dates, and signatures have no missing items |
| Subject task breakdown table | Subject names, responsible persons, task quantities, and corresponding entries in the task statement are aligned item by item | Compare subject names, quantities, and dates in the breakdown table and task statement row by row, and record discrepancies |
| Budget statement | Funding categories, amounts, and budget year match the task statement period, and signatures and receipts are complete | Check the budget statement category amounts against the task statement period, and inspect the signature fields and handover receipts |
| Sharing link | Expiration time, per-minute access limit, identity verification, and quote display items are set as needed | Check the time limit and values in the link configuration, and test once each with an unauthenticated session and an over-limit request; record the quote count by array length, check the quote content budget separately by quoteMaxToken, and use the publishing-side identifier shareId to locate the link |
Three common errors
- Symptom: the name or quantity of the same subject does not match between two materials. Cause: when drafting, the breakdown table was not filled back based on the task statement, and fields were entered separately.
- Symptom: the task statement has been revised, but the breakdown table and budget statement still show old dates. Cause: versions were not synchronized, and updates landed on only a single material.
- Symptom: signatures or receipts are missing at the receipt stage, and responsibility handover is broken. Cause: signature fields and receipts did not flow together with the material drafts.
How to verify the setup
This feature acceptance: access once each with an unauthenticated session and an over-limit request, and check the allowance and quote display; check the expiration time, per-minute access limit, identity verification, and quote display items, record the quote count by array length, check the quote content budget separately by quoteMaxToken, and use the publishing-side identifier shareId to locate the link.
Business test: draft one according to the template and complete one handover, and see whether missing items are blocked.
- In the link configuration, check the expiration time, per-minute access limit, credit limit, and identity verification callback address, and test once with an over-limit request.
- Check the display switches for quoted snippets, quoted full text, and source original text item by item, and confirm that an unauthenticated session cannot see the quoted full text.