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Model


Purpose of This Document

This document defines the Checkpoint Settings Model used in Didge.

It explains:

  • how checkpoint settings are structured

  • where different types of configuration belong

  • how forms, checkpoints, packages, and implementations interact

This is a design and governance standard, intended for:

  • internal product and engineering teams

  • implementation and solution design teams

  • advanced partners and enterprise clients

This document does not describe UI screens or step-by-step configuration. It defines the conceptual model that the platform follows.


Why a Checkpoint Settings Model Is Required

In Didge, checkpoints transform reusable forms into business-specific controls.

Without a clear settings model:

  • configuration becomes inconsistent

  • implementation teams are forced to guess

  • regulatory knowledge is repeatedly reinterpreted

  • reuse breaks down

The Checkpoint Settings Model ensures that:

  • professional knowledge is embedded once

  • configuration is guided and repeatable

  • flexibility exists without loss of control


The Role of the Checkpoint

A checkpoint sits between packages and forms.

  • Packages define why a control exists

  • Forms define how data is captured

  • Checkpoints define what the control does and how it behaves

Checkpoint settings are the mechanism by which this behaviour is defined.


The Three Categories of Checkpoint Settings

All checkpoint settings fall into three distinct categories.

These categories define:

  • where knowledge comes from

  • when it is defined

  • who is responsible for it


1. Normative Settings (Standards-Based)

What they are

Normative settings represent what should be true according to:

  • regulations

  • industry standards

  • accepted best practice

They define the baseline safety and compliance rules.

Examples

  • maximum cold storage temperature

  • minimum cooking temperature

  • requirement for certificate currency

  • mandatory corrective action on failure

Characteristics

  • derived from subject-matter expertise

  • rarely changed

  • should have strong defaults

  • may be locked or constrained

Defined by

  • product and subject-matter experts

Stored at

  • checkpoint definition


2. Contextual Settings (Operational)

What they are

Contextual settings adapt a checkpoint to a specific operational context.

They define how the control is applied in practice.

Examples

  • frequency (daily, per shift, weekly)

  • tolerance ranges

  • required evidence

  • escalation rules

  • enabled or disabled form sections

Characteristics

  • vary by operation or package

  • configurable within defined bounds

  • guided by operational expertise

Defined by

  • solution designers

  • implementation leads

Stored at

  • package-level checkpoint configuration


3. Instance Settings (Site-Specific)

What they are

Instance settings reflect real-world entities and conditions.

They define who or what the checkpoint applies to.

Examples

  • specific fridge or freezer

  • supplier or staff member

  • schedule or shift

  • site location

Characteristics

  • always site-specific

  • never embedded in packages

  • frequently updated

Defined by

  • site administrators

  • onboarding processes

Stored at

  • site or asset level


Summary Table

Setting Type

Purpose

Defined When

Owned By

Stored At

Normative

Safety & compliance baseline

Checkpoint design

SME / Product

Checkpoint

Contextual

Operational adaptation

Package design

Solution / Impl

Package

Instance

Real-world application

Site deployment

Site Admin

Site / Asset


How Forms Support the Settings Model

Forms do not own business logic.

Instead, forms expose configurable parameters that checkpoints can control.

At form design time, the form defines:

  • which parameters exist

  • allowed ranges or options

  • default values

  • whether parameters are overridable

The form does not:

  • decide which values are correct

  • know whether a value is normative or contextual

That meaning is applied at the checkpoint level.


How Checkpoints Use Form Parameters

When a form is configured as a checkpoint:

  • normative defaults may be applied

  • contextual values may be selected or adjusted

  • certain parameters may be locked or constrained

This configuration is saved as part of the checkpoint definition.

Once saved, the form + configuration together become a checkpoint.


How Packages Interact with Checkpoint Settings

Packages:

  • select which checkpoints are included

  • apply contextual configuration to checkpoints

  • predefine settings appropriate for the operational outcome

Packages do not:

  • define normative rules

  • override regulatory baselines


Implementation and Deployment

During site deployment:

  • checkpoint definitions are applied as-is

  • instance data is supplied

  • no reinterpretation of rules occurs

Implementation teams:

  • confirm applicability

  • adjust within allowed ranges

  • do not invent new critical values


Key Design Rules

  • All business logic lives in checkpoints

  • Normative settings are defined once

  • Contextual settings are constrained

  • Instance settings are never hard-coded

  • Forms remain neutral and reusable


One-Page Mental Model

Forms define what can be configured

Checkpoints define what must be configured

Packages define what should be pre-configured

Sites define what is configured


Intended Use

This document establishes the Checkpoint Settings Model as a standard for Didge.

It should be used:

  • when designing new checkpoints

  • when refactoring forms

  • when building configuration UIs

  • when training implementation teams

Adhering to this model ensures Didge remains scalable, consistent, and safe.

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