What this category's data looks like
Signing a research project task book involves three types of materials: the project task book, the subject task breakdown table, and the budget book. The project task book provides the overall objectives, period, and signature fields; the subject task breakdown table splits subjects, undertaking units, and milestone dates; the budget book lists budget categories, amounts, and calculation bases. The three types of materials are often submitted in batches: the task book first sets the framework, and the breakdown table and budget book are filled in afterward. When the materials enter scheduled tasks and automation features, each has a different role: the task book serves as the main record anchoring the version, while the breakdown table and budget book serve as attached materials linked to the same version number. Field characteristics center on names, quantities, dates, signatures, and receipts. The update rhythm follows the progress of the signing process. Each revision produces a new version and retains the old version for reference synchronization.
Configuration and implementation checks
This step is executed by trigger configuration and tool nodes (scheduling capability is not in the tool introduction), outputting trigger records and execution results. The version ledger and change records are completed by business processing according to the records or by supplementary runs. Whether a tool call is executed is decided by the model based on the tool introduction; when the model does not need to summarize again, a tool call termination node can be attached at the end of the tool to end this call.
| Object | Check | Verification action |
|---|---|---|
| Project task book | Check whether the name, date, and signature fields are consistent with the breakdown table and budget book, and whether the version number is unique | Compare the project name, start and end dates, and signature page of the task book and breakdown table, record discrepancies, and write them back to the version ledger |
| Subject task breakdown table | Check whether the subject name, undertaking unit, milestone dates, and quantities correspond to the task book and budget book | Compare the budget category names, quantities, and dates in the breakdown table and budget book item by item, mark inconsistent items, and run supplementary synchronization |
| Budget book | Check whether the budget category names, amounts, and calculation bases match the task book and breakdown table, and whether receipts are complete | Check whether the referenced entries in the budget book are synchronized with the task book version number, and register pending supplements when signatures or receipts are missing |
| Version ledger and change records | Check whether the current version is unique, old versions are traceable, references are synchronized, and trigger records and execution results are retained | Review trigger records and execution times, confirm execution occurs on time and only once, and that old versions and the reference chain are traceable |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the task book and the breakdown table. Cause: The two materials were revised in batches, were not grouped under the same version number, and fields were not compared item by item.
- Symptom: The budget category or amount referenced by the budget book is still the old version, while the task book has already been updated. Cause: The version was not synchronized, references were not refreshed with the main record, and the old version was not marked invalid.
- Symptom: The task book is missing a signature page or the breakdown table is missing a receipt, yet it still proceeds to the next stage. Cause: Signatures and receipts were not included in version ledger verification, and missing items were not registered as pending supplements.
How to verify the setup
Acceptance for this feature: review trigger records and execution times, confirm execution occurs on time and only once; check that the tool introduction fields clearly state when execution should occur, that the termination node is attached at the end of steps that do not need summarization, and that process connections are consistent with trigger records.
Business test: change one piece of content and see whether the version number and references are updated synchronously; whether the old version is traceable, and whether referenced entries point to the current version.
- Check that the trigger is connected to the corresponding tool node, review the process connections and trigger records, and confirm execution occurs on time and is not repeated.
- Check that the tool introduction fields clearly state when execution should occur, and that when summarization is not needed, the termination node is attached at the end of the tool to avoid the model summarizing it again after execution.