---
artifact: semantic-blueprint
blueprint_version: "3.0"
license: MIT
system_name: Work Request Intake
tagline: Capture work requests through structured forms and route them straight into the right project.
description: |
  Replace ad-hoc requests with structured intake forms that collect exactly what the team needs to start. Submissions are triaged and converted into work items in the right project, with the requester's details captured along the way.

  Standardized intake means no lost requests in chat or email, a consistent starting point for every piece of work, and a clear record of what was asked and what happened next.
system_slug: work-mgmt-intake
domain_modules:
  - work-mgmt-intake
domain_code: WORK-MGMT
icon_name: kanban
related_modules: [work-mgmt-goals-okr, work-mgmt-task-exec]
persona: []
created_at: 2026-06-27
---

# Work Request Intake

## 1. Overview

Structured request-intake surface: form definitions, form submissions, routing rules. Pre-task surface that converts a submission into a work_item in the target TASK-EXEC project. Backs the WORK-INTAKE-FORMS capability with entities. Vendor reference: Asana Forms, Monday Forms, ClickUp Forms, Workfront Request Queues, Smartsheet Forms.

## 2. Entity summary

| Name | data_object | Description |
| --- | --- | --- |
| Form Submissions | `work_form_submissions` | Submitted instances of an intake form, carrying field values, submitter, and timestamp, and converting to a work item via routing rules. |
| Forms | `work_forms` | Structured intake form definitions, with field schema, validation, target project, and routing rules. |

```mermaid
flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  work_forms["Forms"]
  work_form_submissions["Form Submissions"]
  users["Users"]
  work_form_submissions -->|"submitted_against"| work_forms
  users -->|"created_forms"| work_forms
  users -->|"submitted_forms"| work_form_submissions
  class work_forms master;
  class work_form_submissions master;
  class users platform_builtin;
```

## 3. Entities catalog

| # | data_object | canonical code | singular | plural | role | mastered in | mastered label | necessity | personal_content | entity_type | write tier | notes |
| ---: | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1 | `work_form_submissions` | `work_form_submissions` | Form Submission | Form Submissions | master | - | - | required | yes | operational_workflow | `:manage` | - |
| 2 | `work_forms` | `work_forms` | Form | Forms | master | - | - | required | - | catalog | `:admin` | - |

## 4. Aliases and industry synonyms

_(none: no industry-scoped aliases for this scope)_

## 5. Relationships

### 5.1 Intra-scope edges

| from | verb | to | cardinality | kind | necessity | owner_side | delete_mode | fk_format | notes |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| `work_form_submissions` | submitted_against | `work_forms` | one_to_many | composition | required | target | cascade | parent | - |

### 5.2 Built-in edges (`users` and other platform built-ins)

| from | verb | to | cardinality | necessity | owner_side | delete_mode | fk_format | notes |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| `users` | created_forms | `work_forms` | one_to_many | optional | source | clear | reference | - |
| `users` | submitted_forms | `work_form_submissions` | one_to_many | optional | source | clear | reference | - |

### 5.3 Cross-scope edges

#### 5.3a Outbound from this scope's masters and contributors

_Edges this scope drives: the in-scope endpoint has `role` of `master` or `contributor`._

| from | verb | to | cardinality | necessity | delete_mode | fk_format | notes |
| --- | --- | --- | --- | --- | --- | --- | --- |
| `work_form_submissions` | converts_to | `work_items` | one_to_many | optional | none | n/a | - |
| `work_forms` | routes_to | `work_projects` | one_to_many | optional | none | n/a | - |

#### 5.3b Context edges on embedded shells and consumed entities

_Edges the canonical owner drives, shown for context: the in-scope endpoint has `role` of `embedded_master`, `consumer`, or `derived`._

_(none: no context cross-scope edges on this scope's embedded shells or consumed entities)_

## 6. Cross-domain context

### 6.1 Master consumers (other modules / domains that embed this scope's masters)

_(none: no other module embeds this scope's masters; the canonical owners do.)_

### 6.2 Outbound handoffs (events this scope publishes)

_(none: no outbound handoffs whose payload is in this scope)_

### 6.3 Inbound handoffs (events this scope reacts to)

_(none: no inbound handoffs whose payload is in this scope)_

### 6.4 Master providers (modules / domains that own masters this scope embeds)

_(none: this scope embeds no masters owned elsewhere; every entity is mastered here)_

## 7. Lifecycle states

### `work_form_submissions` (Form Submission)

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `submitted` | ✓ | - | - | - | - |
| 2 | `triaged` | - | - | - | - | - |
| 3 | `converted` | - | ✓ | ✓ | `work-mgmt-intake:convert_form_submission` | - |
| 4 | `rejected` | - | ✓ | ✓ | `work-mgmt-intake:reject_form_submission` | - |

### `work_forms` (Form)

| order | state_name | initial? | terminal? | requires_permission? | derived gate | description |
| --- | --- | --- | --- | --- | --- | --- |
| 1 | `drafted` | ✓ | - | - | - | - |
| 2 | `published` | - | - | ✓ | `work-mgmt-intake:publish_work_form` | - |
| 3 | `archived` | - | ✓ | - | - | - |

## 8. Permissions and business rules (derived)

### 8.1 Permissions

| permission | tier | description | included in `:admin`? |
| --- | --- | --- | --- |
| `work-mgmt-intake:read` | baseline-read | Read access to every entity in the module | ✓ |
| `work-mgmt-intake:manage` | baseline-manage | Edit operational records | ✓ |
| `work-mgmt-intake:admin` | baseline-admin | Edit reference data and inherit every workflow gate below | - |
| `work-mgmt-intake:publish_work_form` | workflow-gate (lifecycle) | Transition `work_forms` into state `published` | ✓ |
| `work-mgmt-intake:convert_form_submission` | workflow-gate (lifecycle) | Transition `work_form_submissions` into state `converted` | ✓ |
| `work-mgmt-intake:reject_form_submission` | workflow-gate (lifecycle) | Transition `work_form_submissions` into state `rejected` | ✓ |
| `work-mgmt-intake:view_all_form_submissions` | override (personal_content) | View all `work_form_submissions` rows beyond row-scope | ✓ |
| `work-mgmt-intake:manage_all_form_submissions` | override (personal_content) | Manage all `work_form_submissions` rows beyond row-scope | ✓ |

### 8.2 Business rules

| rule_name | data_object | source flag | intent |
| --- | --- | --- | --- |
| `form_submission_edit_scope` | `work_form_submissions` | has_personal_content | Row-scope by default; override via `work-mgmt-intake:view_all_form_submissions` / `work-mgmt-intake:manage_all_form_submissions` |

## 9. Roles, RACI, and responsibilities (derived)

_Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope's entity-type write tiers + `process_raci`; none of it is stored in the catalog (the deployer provisions it from this blueprint)._

### 9.1 `WORK-MGMT-INTAKE`

**Baseline roles:**

| role | baseline grant |
| --- | --- |
| `work-mgmt-intake_viewer` | `work-mgmt-intake:read` |
| `work-mgmt-intake_manager` | `work-mgmt-intake:manage` |
| `work-mgmt-intake_admin` | `work-mgmt-intake:admin` |

**Permission hierarchy:**

| permission | includes |
| --- | --- |
| `work-mgmt-intake:admin` | `work-mgmt-intake:manage` |
| `work-mgmt-intake:manage` | `work-mgmt-intake:read` |
| `work-mgmt-intake:admin` | `work-mgmt-intake:publish_work_form` |
| `work-mgmt-intake:admin` | `work-mgmt-intake:convert_form_submission` |
| `work-mgmt-intake:admin` | `work-mgmt-intake:reject_form_submission` |
| `work-mgmt-intake:admin` | `work-mgmt-intake:view_all_form_submissions` |
| `work-mgmt-intake:admin` | `work-mgmt-intake:manage_all_form_submissions` |

**RACI realization:**

_(none: no process_raci assignments wired to this module's gated processes yet)_

### 9.2 Functional ownership and default grants

| responsibility | business function | default role | default tier |
| --- | --- | --- | --- |
| owner | Business Operations | `admin` | `:admin` |
| contributor | Customer Success | `manage` | `:manage` |
| contributor | Marketing | `manage` | `:manage` |
| contributor | Product Management | `manage` | `:manage` |
| consumer | Sales | `read` | `:read` |