Screen review checklist

• [ ] The header has the breadcrumb, the plural title in sentence case and one sentence on what the records are. (RS-LIST-01; RSS The list › Header)
• [ ] Refresh, then Import and Export for a kind with an ORE document (Export on the record header when the document is one record), then Workflows, then Add stand at the right. Add shows only for a person who may write. (RS-LIST-03, RS-ORE-02; RSS The list › Header)
• [ ] Import and Export are the shared pair: bare verbs with their icons, the server's ore.v1.ops triple behind them, no XML in the browser, Export where the document's scope is. (RS-ORE-01, RS-ORE-02, RS-ORE-03, RS-ORE-06; RSS Import and Export)
• [ ] Search, sort, filter and page go to the server. The list never reads every row. (RS-LIST-07, RS-LIST-04, RS-LIST-19; RSS Search and filter, Paging; ESS Paging)
• [ ] The pager shows the count first, then First, Previous, Next, Last and page size. The default is 15. (RS-LIST-17; RSS Paging)
• [ ] Page, page size, search, filter and order live in the address. (RS-LIST-20, RS-LIST-19; RSS Paging)
• [ ] Every column sorts on the server, on the value and not on the text shown. (RS-LIST-12; RSS The table)
• [ ] The first column is the display field or the key. A click or Enter opens the record page. (RS-LIST-10, RS-LIST-09; RSS The table)
• [ ] Audit columns are hidden by default. A tenant id and a UUID id never show. (RS-LIST-13; RSS The table)
• [ ] The list shows these states: loading, loading again with dimmed rows, none yet, nothing matches with a way to clear, and an error in place with Retry. (RS-LIST-21; RSS States)
• [ ] A party appears as a tag with its name, not its code. (ES-LIST-02; ESS The list)
• [ ] Rows that changed after a reload get a gold left edge, pulse three times and clear after four seconds, found by comparing the page with the one read before. (RS-LIST-22, ES-REFRESH-21; RSS Recency; ESS Rows and entries that changed)

• [ ] The breadcrumb ends at the subject. The title is the display field. (RS-PAGE-01, ES-PAGE-03, ES-PAGE-01; RSS Header; ESS Header)
• [ ] Tabs live in the address. Details is first and History is last. A tab that does not apply is not drawn. (RS-PAGE-09; RSS Tabs; ESS Tabs)
• [ ] A label stands above each value, in sentence case, with no colon. (RS-PAGE-05; RSS Fields)
• [ ] An empty value is a muted dash. (RS-PAGE-07; RSS Fields)
• [ ] The details stand in one, two or four columns by breakpoint, in the field table's order, with the meaning or the fixed reason under a value. (RS-PAGE-06; RSS Fields)
• [ ] A code that names another record is a link to its page, with its flag or photo. (RS-PAGE-08, ES-REF-01; RSS Fields; ESS References are links)
• [ ] A link that cannot open is plain text. It is never a link that goes nowhere. (ES-REF-04; ESS References are links)
• [ ] A person is drawn with the photo and a link to the person. (ES-PEOPLE-05; ESS People are links)
• [ ] The details end with the last-changed line. (RS-PAGE-10; RSS Last changed)
• [ ] A value shows as a name, never as an identifier, where a name exists. (ES-WORDS-06; ESS Feedback, states and words)
• [ ] The page shows the access mark, Editable or Read only. It never shows a permission code. (RS-FEEDBACK-02; UXL Access; RSS Access)
• [ ] An action the person may not take is not drawn. It is not drawn disabled. (RS-FEEDBACK-01; RSS Access; ESS Changes the reader may not make)
• [ ] A record the server will not change shows no Edit and no Delete. One notice says why. (RS-WRITE-33; RSS Read-only records)
• [ ] The screen does not explain what is absent. A sentence that only explains an empty space is removed. (ES-WORDS-07; ESS Feedback, states and words)

• [ ] Edit is one button with an icon and the word Edit. It is on the card it changes. (ES-EDIT-01; ESS The Edit pattern)
• [ ] Edit stands on the thing it changes: the header for a record of one kind, the card for an entity. (RS-PAGE-04, ES-PAGE-05; RSS Header; ESS Header)
• [ ] Edit opens a modal dialog over the page. The dialog has no address. (RS-ADDR-01; RSS Addresses)
• [ ] The dialog is titled Edit followed by the title of the page or the card it changes. (RS-WRITE-20, ES-EDIT-02; RSS Amend; ESS The Edit pattern)
• [ ] The dialog asks for the change reason and commentary. The page asks for neither. (ES-EDIT-02; ESS The Edit pattern)
• [ ] The reasons follow the change. "No change in substance" is offered only when nothing changed. (RS-WRITE-22; RSS Amend)
• [ ] Save is enabled once the form is complete. A save with no field change is allowed and is offered only No change in substance. (RS-WRITE-22, ES-EDIT-03; RSS Amend; ESS The Edit pattern)
• [ ] A commentary is required when the chosen reason needs one. (RS-WRITE-21; RSS Amend)
• [ ] A wrong field shows its message under it when the person leaves it. Save waits until the form is complete. (RS-WRITE-05; RSS The form)
• [ ] The write claims the version that was read. A stale save is refused, and the dialog says so and offers to reload. (RS-WRITE-23, ES-EDIT-04; RSS Amend; ESS The Edit pattern)
• [ ] While the dialog is open it listens for a newer version. A warning shows who changed what and offers Keep my edit or Take the new values. (ES-REFRESH-25; ESS An edit in progress)
• [ ] The dialog says under its title when the record was loaded. (ES-REFRESH-28; ESS An edit in progress)
• [ ] Closing with changes asks "You have unsaved changes. Close anyway?" (RS-WRITE-24; RSS Amend)
• [ ] The server's own words show in the dialog. The dialog stays open. (RS-FEEDBACK-07; RSS Feedback)
• [ ] After a save the dialog closes. Refresh turns gold and the person presses it. The page does not reload by itself. (ES-REFRESH-15; ESS Refresh)
• [ ] An optional field has a Clear control. (ES-EDIT-06; ESS The Edit pattern)

• [ ] Each field uses the control for its kind: text, number, Yes and No, date, select, picker or image. (RS-WRITE-32, RS-WRITE-01; RSS The form)
• [ ] A field that names another record or a classification is a select. It is never free text. (RS-WRITE-01; RSS The form)
• [ ] A combo box offers only values that exist, as the server holds them. (ES-PAGING-08; ESS Combo boxes and filters)
• [ ] A screen that shows one value at a time has no "all" choice. (ES-PAGING-09; ESS Combo boxes and filters)
• [ ] The key is fixed after the record exists. So is a field that changes what the record is. (RS-WRITE-03; RSS The form)
• [ ] A fixed field says why in one line of small text under it. (ES-PAGE-08; ESS Cards)
• [ ] A field that another person owns says who. (ES-PAGE-09; ESS Cards)
• [ ] A field that follows from others is not asked for. The dialog fills it. (RS-WRITE-07; RSS The form)
• [ ] A rule across fields shows before the save. Save waits on it. (RS-WRITE-08; RSS The form)
• [ ] Long text uses a text area, asked for with the longtext kind. (RS-WRITE-06; RSS The form)
• [ ] The form is one dialog with no tabs; a kind with more than twelve fields declares groups, drawn as titled sections. (RS-WRITE-09; RSS The form's layout)
• [ ] The fields stand in the field table's order, key first, in two columns from the small breakpoint; a long text spans both. (RS-WRITE-11; RSS The form's layout)
• [ ] Under a control stands one line of help, meaning or why it is fixed, replaced by the message when the field is wrong. (RS-WRITE-12; RSS The form's layout)
• [ ] Nothing marks a required field; an empty one says Required when left. (RS-WRITE-13; RSS The form's layout)
• [ ] The footer holds Cancel, then Add or Save, at the right, each with its icon. Delete is not in the form. (RS-WRITE-14; RSS The form's layout)
• [ ] Escape asks the closing guard; Enter does not save; Tab moves through the fields in the field table's order. (RS-WRITE-15; RSS The form's layout)
• [ ] The dialog says under its title when its record was loaded and warns of a newer version above the form. (RS-WRITE-16, ES-REFRESH-25, ES-REFRESH-28; RSS The form's layout; ESS An edit in progress)

• [ ] Add is titled "Add <thing>" with the button Add. A new record uses the reason system.new_record, stated in a note. (RS-WRITE-18, RS-WRITE-17; RSS Create)
• [ ] A key that exists is refused, and the refusal names the key. (RS-WRITE-18; RSS Create)
• [ ] After a create the screen opens the new record page. (RS-WRITE-19; RSS Create)
• [ ] Delete always confirms, names the record and says what is lost. (RS-WRITE-25; RSS Delete; Safety)
• [ ] Delete asks for a reason. After it the screen returns to the list. (RS-WRITE-30; RSS Delete)
• [ ] A link is removed with Remove, not Delete. (RS-RELATED-03; RSS Links)
• [ ] Revert writes a new version and says so. (RS-HIST-02; RSS History; Safety)

• [ ] History is the versions of one record. A log of events is Audit and has Refresh only. (UXL History and Audit)
• [ ] The tab is named History, never Timeline. (ES-HIST-40; ESS How the Staff screens conform today)
• [ ] The shared timeline draws it. Headers are one line, details open on demand. (ES-HIST-18, ES-HIST-09; ESS History and the timeline)
• [ ] The author's photo stands at the left of each entry. The note is on its own line. (ES-HIST-08, ES-HIST-07; ESS One line per entry)
• [ ] The newest version carries the current-version emblem and no Revert. (ES-HIST-11; ESS One line per entry)
• [ ] A gap in the history is stated in words. It is never an empty list. (ES-HIST-39, ES-HIST-38, ES-HIST-37; ESS Gaps)

• [ ] The header has the shared Refresh button, with the load time under it. (ES-REFRESH-06, ES-REFRESH-16; ESS Refresh, When the data was loaded)
• [ ] Refresh turns gold when the data changed on the server. Gold means that and nothing else. (ES-REFRESH-08; ESS Refresh)
• [ ] Nothing reloads by itself. Nothing the person typed is lost. (ES-REFRESH-13; ESS Updates and refresh)
• [ ] The screen names the entities it shows, so it hears only their changes. (ES-REFRESH-02; ESS How a screen hears)

• [ ] The verbs are Add, Edit, Save, Delete, Remove, Revert, Refresh, Cancel and Propose. An own action is a verb and its object. (RS-NAME-02, ES-WORDS-04; RSS Naming; ESS Feedback, states and words)
• [ ] Every action carries the icon of the icon table beside its word. (RS-ICON-01; RSS Icons and cells)
• [ ] Each idea has one icon, and each icon has one idea. (RS-ICON-02; RSS Icons and cells; Icon reference)
• [ ] Words are in sentence case. (RS-NAME-01; RSS Naming)
• [ ] Every string exists in English, French and Portuguese before the screen ships. (ES-WORDS-05; ESS Feedback, states and words)
• [ ] Every message says what happened and what to do. "Error" alone is not a message. (RS-FEEDBACK-07; RSS Feedback)
• [ ] A time is relative, with the exact time on hover. A missing time is a phrase, not a date. (ES-WORDS-03; RSS Icons and cells; ESS Feedback, states and words)
• [ ] A code or number is monospace. A number is right-aligned with tabular figures. (RS-ICON-03; RSS Icons and cells; UDP Monospace for Data)
• [ ] Grey means inactive and nothing else. Orange means a missing badge definition. (UXL Colour semantics)
• [ ] Red, amber and green carry a real status. They never mark a plain category. (UXL Colour semantics)
• [ ] Colour appears only when it means something. (UDP Color for Meaning Only)
• [ ] Spacing is on the 4 pixel grid, and padding is symmetrical. (UDP The 4px Grid, Symmetrical Padding)
• [ ] A control is not a native form element when it needs styling. (UDP Isolated Controls)

• [ ] The screen needs a typed permission. The menu, the route guard and the button read it. (ES-NEEDS-01; ESS What a screen or a form needs)
• [ ] A refused read is stated as a refusal in words. It is never shown as a failure. (ES-WORDS-02; ESS Feedback, states and words)
• [ ] Every write carries a change reason. There is no silent write. (RS-FEEDBACK-06; RSS Safety)
• [ ] A save goes through the shared record dialog, remove dialog or revert dialog. A screen builds no dialog of its own. (RS-WRITE-31; RSS Writes)

• [ ] The kind is named as the standard names it: Pricing engine configuration, Engine run settings, and the rest of the table. No screen says Pricing engines or Engine settings alone. (CFG The name of each kind)
• [ ] The pricing page's parameter tab is Parameters. No configuration screen has a Settings tab. (CFG The name of each kind)
• [ ] Details is first, the section tabs follow in the declared order, and Used by and History are last. (CFG The record page)
• [ ] A group shows the value in force, and the default where the parameter is unset. (CFG Reading a group)
• [ ] A group is edited in place; a collection is edited in a dialog per row. (CFG Changing a group; Changing a collection)
• [ ] Every label, help, description, default, format and release comes from the documentation contract, not from the screen. (CFG The documentation contract)
• [ ] A setting with no documentation entry shows its ORE name and a note. (CFG Reading a group)
• [ ] Simple and Advanced are the shared switch, and Advanced adds the schema entry. (CFG Reading a group)
• [ ] The page says what the configuration decides and lists the related configurations the same report binds, with links both ways. (CFG What this configuration decides, and the related configurations)
• [ ] Used by lists the reports that bind the configuration and states the reach rule. (CFG Reach)
• [ ] History is the shared timeline, and a change names the section and moves the version of the whole. (CFG History)
• [ ] A change to a numbers-changing section of a bound configuration is a proposal: the version in force stays and the proposer cannot sign. (CFG The lifecycle)
• [ ] A change to an operational section writes directly, with a reason. (CFG The lifecycle)
• [ ] An import parses on the server, names every dropped value, lists removed rows first with Keep it as the default, and never makes a file official. (RS-ORE-05; CFG Import)

For every screen that draws a product parameter, an engine run setting or a convention term.

• [ ] Every word for a leaf comes from the oreParameter namespace; the screen keeps no copy, and names the leaf with its kind's noun. (OL-WORDS-01; OLS The words a screen prints)
• [ ] One Simple and Advanced switch per page, remembered for every screen, named and explained in the words for leaves. (OL-MODE-01, OL-MODE-06; OLS The Simple and Advanced switch)
• [ ] Advanced adds only the schema entry; the switch hides no value, control or gap. (OL-MODE-04, OL-MODE-05; OLS The Simple and Advanced switch)
• [ ] A row has one label, from the documentation entry, then its marks, then the value in force; a leaf not set shows Default: X. (OL-READ-01, OL-READ-02, OL-READ-03; OLS Reading a leaf)
• [ ] Every leaf the element type takes is a row, set or not. (OL-READ-04; OLS Reading a leaf)
• [ ] A leaf that changes the numbers carries the mark in its row. (OL-READ-07; OLS Reading a leaf)
• [ ] Documentation opens the shared panel under one leaf, Show all documentation opens it for the section, and focus in edit opens it. (OL-DOC-01, OL-DOC-03, OL-DOC-04, OL-DOC-07; OLS The documentation under a leaf)
• [ ] The element type's card says what it is, with its asset class from data and its source tag. (OL-ELEMENT-01, OL-ELEMENT-04, OL-SOURCE-01; OLS The element type)
• [ ] Every select starts with Default (X), and no control offers a value the set refuses. (OL-CONTROL-01, OL-CONTROL-02; OLS The control)
• [ ] A changed leaf shows changed, and the foot counts the changes. (OL-EDIT-02; OLS Changing a leaf)
• [ ] Set in this configuration keeps every held value, a filter is drawn only where the data answers it, and no filter hides a problem. (OL-FILTER-02, OL-FILTER-03, OL-FILTER-04; OLS Filters)
• [ ] A leaf with no documentation entry shows its ORE name, its value and No documentation is held for {name}.; a failed read of the documentation still shows every value. (OL-READ-02, OL-STATE-01; OLS Gaps and states)

• [ ] A part the screen lacks is named in the standard's list of how screens conform, with the reason. (RS-EXCEPT-01; RSS How today's record screens conform)
• [ ] An exception changes which parts exist. It never changes how a part looks. (RS-EXCEPT-02; RSS Exceptions)

• [ ] Try list, page, search, open, edit with a stale version, history, and the empty, error and no-permission states. (RS-BUILD-01; RSS Building a record screen)
• [ ] Try data of the real size, as a member and as an administrator. (ES-VERIFY-01; ESS Building an entity screen, Verifying a rule)