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Qualification report outline

The structure of the report delivered at the end of a Qualification Sprint. This page defines the sections and fields; it is deliberately an outline, not a filled sample, because a qualification report is only meaningful for the exact workflow, application, environment, and bundle it names. Field semantics follow the engine's run report schema (REPORT.md and report.json, see run reports) and the published benchmark report conventions in openadapt-flow (for example benchmark/*/results.json).

1. Identification and provenance

Field Definition
Workflow name and version The named workflow and its qualified revision.
Application and version Exact application, version or tenant, and release channel.
Substrate Browser, Windows UIA, macOS, Linux, RDP, or Citrix, with client and transport details for remote scopes.
Environment The exact environment qualified (test tenant, VM snapshot, session broker); evidence never generalizes past it.
Engine versions openadapt-flow and related package versions used.
Bundle digest SHA-256 of the sealed bundle the evidence binds to. Evidence for one digest does not transfer to a modified bundle.
Report hashes Digests of the evidence artifacts, so the pack is tamper-evident.

2. Decision

Field Definition
Recommendation Go, no-go, or go-with-conditions.
Basis The specific results that determine the recommendation.
Boundary The exact scope within which the recommendation holds.
Conditions For conditional go: what must change or be accepted, by whom.
Requalification triggers Events that void the qualification (application upgrade, layout change past healing coverage, verifier change, environment change).

3. Workflow and risk inventory

Field Definition
Step inventory Every compiled step with its action type.
Risk classification Which steps are consequential (writes, submissions, deletions, payments) and why. Ambiguous classifications are resolved with the customer during the sprint, not assumed.
Parameters and secrets Inputs the workflow takes; secrets are referenced by name and never stored in artifacts.
Exclusions Paths, cases, and variants explicitly out of qualified scope.

4. Coverage matrix

Delivered as its own artifact and summarized here. For each step:

Field Definition
Identity armed Whether a pre-action identity check guards the step, and what evidence it compares (identity gate).
Identity coverage line "N of M consequential steps identity-armed", with each unarmed step listed by id and reason.
Effect contract For each write: the declared effect (record_written, field_equals), its selector, and idempotency handling.
Verification strength The strongest available oracle for the effect: independent system interface, independent read-only session, persisted-state reacquisition, or immediate screen confirmation. Screen-only confirmation is labeled as such, never presented as an independent system-of-record check.
Gaps Every step or write without coverage, and whether policy permits it at this risk class.

5. Representative case results

Field Definition
Case inventory The representative cases selected with the workflow owner.
Trials per case Count of repeated trials (minimum three per counted case).
Outcomes Per trial: verified success, halt (with the violated expectation), or failure, per the run report's outcome field.
Effect verdicts CONFIRMED / REFUTED / INDETERMINATE per declared effect (effect verification).
Model calls Count per run; healthy deterministic replay is expected to record zero.
Latency Wall-clock per run where relevant to the ROI model.

6. Fault campaign results

The seeded-fault results, summarized in the acceptance matrix format:

Field Definition
Fault classes exercised For example wrong record, ambiguous target, stale target, drift, duplicate submission, dialog interruption, focus theft, disconnect (per substrate).
Expected outcome Safe halt, refusal, or verified reconciliation per class.
Observed outcome What each trial actually did, with run-report references.
Silent incorrect successes Count of runs reporting success while the system of record disagrees. Acceptance target: 0.
Over-halts Healthy runs that halted unnecessarily; reported honestly because they carry the operational cost of intervention.

7. Deployment analysis

Field Definition
Recommended boundary Which deployment lane fits the data sensitivity and infrastructure.
Data flows What crosses which boundary, per the deployment matrix.
Operational model Scheduling, halt routing, who reviews reports, expected intervention rate.
Open items Access, security review, or legal items required before pilot.

8. Economics

Field Definition
Volume and time baseline Customer-provided run volume and manual minutes.
Modeled savings Customer-specific economic model using conservative, attributed inputs.
Costs Sprint, pilot, production, and operational intervention costs.

9. Evidence pack manifest

Every artifact in the pack, with hashes: run directories (REPORT.md, report.json), fault-case reports, coverage matrix, and, on "go", the qualified prototype bundle. Reports shared outside the customer boundary are scrubbed first; the raw evidence stays in the agreed boundary (run reports: scrubbing).