What this category's data looks like
This category's data looks like this: Signing a research project task book involves three types of materials: the project task book, the topic task breakdown table, and the budget book. The project task book gives the research objectives, assessment indicators, and signing date; the topic task breakdown table breaks tasks down to topics and responsible persons, including task names, quantities, and start and end dates; the budget book lists budget subjects, amounts, and matching sources. The three types of materials are often drafted by different departments, with inconsistent field naming and granularity, and different version update rhythms: the task book updates with signing milestones, the breakdown table updates with topic adjustments, and the budget book updates with funding releases. When materials enter workflow orchestration, the task book serves as the anchor for the main record, the breakdown table serves as the source for matching tasks and personnel, and the budget book serves as the source for verifying funds and dates. Multilingual materials and terminology processing require the same term to be written consistently across the three materials, translated names to be traceable back to the source text, and the terminology glossary and comparison draft to be updated in sync with material versions.
Configuration and implementation checks
How to configure it: This step is executed by workflow nodes (user selection and branching), outputting branch directions and interaction state records. "Unified terminology glossary and comparison draft" is continued and completed by subsequent nodes according to the branch. When the user selection node is triggered, the conversation enters an interaction state and records the workflow state; after the user completes the selection, execution continues along the branch corresponding to the selected option.
| Object | Check | Verification action |
|---|---|---|
| Project task book | Whether the research objectives, assessment indicators, signing date, and signature fields are complete | Check signatures and receipts one by one, and compare the signing date with the start and end dates in the breakdown table |
| Topic task breakdown table | Whether task names, quantities, responsible persons, and start and end dates are consistent with the task book | Compare names, quantities, and dates item by item by topic, and mark inconsistent items |
| Budget book | Whether budget subjects, amounts, matching sources, and dates are consistent with the task book | Check the correspondence between budget subjects and the task book's assessment indicators, and check the dates |
| User selection node | Each option corresponds to one branch, and the selection result variable has been passed to subsequent nodes | Check options and branch connections one by one in the node, reference variables in subsequent nodes and run a trial, and view the nodeId status in the run records |
Three common errors
- Phenomenon: The name, quantity, and date of the same record do not match between the task book and the breakdown table. Cause: The two materials are drafted by different departments, and field naming and granularity have not been unified.
- Phenomenon: The terminology glossary has been updated, but the comparison draft still uses the old translated names. Cause: Versions are not synchronized, and revisions to the materials did not trigger re-verification of the terminology glossary and comparison draft.
- Phenomenon: The task book lacks a signature or receipt, and the signing date cannot be confirmed. Cause: The signature process and the workflow interaction state are not aligned, and the receipt has not been backfilled.
How to verify the setup
Acceptance of this feature: Run trials option by option, check the branch directions and interaction states in the run records, confirm that each option corresponds to one branch, and that the selection result variable has been passed to subsequent nodes.
Business test: Sample three terms and check whether their spelling is consistent throughout the document, check whether the translated names can be traced back to the source text, and confirm that the terminology glossary and comparison draft versions are synchronized.
- In the user selection node, check options and branch connections one by one, confirm that each option corresponds to one branch, and reference
variablesin subsequent nodes and run a trial once. - Trigger the user selection node once, view the node status and
nodeIdin the run records, and confirm that the interaction state is recorded and that the process continues after the interaction is completed.