Harden AI task and learning evidence workflows

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Leap 离谱
2026-09-03 00:46:56 +08:00
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#### Changed
- Expanded the bilingual AI Task Brief and AI Learning Log into a governed workflow covering evaluation sets, human gates, data retention, cost, model scope, source verification, failure rollback, handover, independent production, speed debt, and delayed transfer.
- Connected the AI work papers through the glossary and regression coverage so a model response cannot masquerade as a verified deliverable or independent learning.
- Rebuilt the bilingual Learning Principles chapter and English Diagnostic around real deliveries, first-version conditions, error diagnosis, targeted repair, feedback uptake, performance-adjusted spacing, recovery and capacity modes, cross-session state, AI boundaries, and one-condition transfer.
- Renamed the bilingual diagnostic's vocabulary entry as an evidence card and connected the general protocol through the Reader's Guide, glossary, search index, attribution register, and regression coverage.
- Rebuilt the bilingual Vocabulary chapter and Evidence Card around real-task baselines, five decisions for unknown items, eight dimensions of word knowledge, receptive/productive gaps, coverage-number limits, performance-adjusted spacing, error repair, AI verification, and fourteen-day transfer.
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@@ -67,6 +67,8 @@ function splitSearchSections(file: string, html: string) {
"/templates/reading-evidence.md",
"/templates/vocabulary-audit.md",
"/templates/english-diagnostic.md",
"/templates/ai-task-brief.md",
"/templates/ai-learning-log.md",
"/threads/part-4/family-learning.md",
"/threads/part-1/8-job-search-english.md",
"/threads/part-1/grammar.md",
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@@ -19,6 +19,7 @@ Find the task you are facing, then follow “definition → evidence → next st
| **Real problem** | A situation with affected people and an action to complete, not “I want to improve” | [Learning Principles](../threads/part-1/1-understanding.md) |
| **Context** | When, where, and for whom a skill will be used | [CEFR Goals and Self-check](../threads/part-1/0-cefr.md) |
| **Acceptance standard** | An outcome another person can observe, check, or restate | [AI Task Brief](../templates/ai-task-brief.md) |
| **Evaluation set** | Normal, boundary, missing/conflicting, and realistic redacted samples used to check output instead of showing only model-friendly examples | [AI Task Brief](../templates/ai-task-brief.md) |
| **Main question** | One answerable question tracked for a week | [90-Day Action Plan](../threads/part-5/90-day-plan.md) |
## Evidence and Judgment
@@ -90,7 +91,9 @@ Find the task you are facing, then follow “definition → evidence → next st
| **Interaction repair** | When hearing, scope, or knowledge is incomplete, request repetition, confirm, ask for thinking time, and summarise agreement | [Speaking](../threads/part-1/5-speaking.md) · [Job-search English](../threads/part-1/8-job-search-english.md) |
| **Artifact** | An output others can read, use, question, or improve; not necessarily a product | [Artifacts](../threads/part-3/4-artifacts-and-delivery.md) |
| **Delivery** | Completing work under a real audience, user, or constraint and accepting the result | [90-Day Action Plan](../threads/part-5/90-day-plan.md) |
| **Human gate** | AI may assist, but a person confirms facts, permissions, privacy, cost, and final judgment | [AI Project Development](../threads/part-3/2-ai-development-and-resource-layer.md) |
| **Human gate** | AI may assist, but named people confirm source, fact, permission, privacy, quality, cost, and final ownership before release or execution | [AI Task Brief](../templates/ai-task-brief.md) · [AI Project Development](../threads/part-3/2-ai-development-and-resource-layer.md) |
| **Speed debt** | Real cost owed when shorter immediate time creates more rework, verification, communication, or incident risk | [AI Learning Log](../templates/ai-learning-log.md) |
| **AI Learning Log** | A private sheet comparing unaided, assisted, delayed-independent, and parallel tasks to record tool contribution and owned ability | [AI Learning Log](../templates/ai-learning-log.md) |
| **Rollback** | Pause, degrade, switch, or return to a known usable state after failure | [AI Learning and Project Practice](../threads/part-3/1-ai-learning.md) |
## Life and Boundaries
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---
title: AI Learning Log Template
description: Preserve the unaided baseline, guided practice, errors, evidence, independent performance, and transfer so learning can continue and be retested.
updated: 2026-08-31
title: "AI Learning Log: From Tool Collaboration to Independent Ability"
description: Record a real learning task, unaided baseline, tool scope, source checks, active production, delayed retest, transfer, and the next cycle decision.
updated: 2026-09-02
---
# AI Learning Log Template
# AI Learning Log: From Tool Collaboration to Independent Ability
Record one inspectable learning slice at a time. An AI-generated summary is not a source of truth; original work and primary sources are.
Record one inspectable learning slice at a time. An AI-generated summary, score, or explanation is not a source of truth; original material, your first version, actual work, and real feedback are evidence. Do not write “what I discussed with the model”. Write “what I can still complete independently after the tool leaves”.
## 1. Task and Starting Point
```markdown
# AI Learning Log — YYYY-MM-DD
# AI Learning Log - YYYY-MM-DD
## Task
- Real problem:
- Acceptance criteria:
- Smallest slice:
## Baseline
- Unaided attempt:
- Gaps exposed:
- Material and sources:
## AI collaboration
- What AI did:
- Judgments I kept:
- Answers that require verification:
## Active production
- Work completed after closing AI:
- Independent time:
- Tests, feedback, or score:
## Three comparisons
| Sample | Conditions | Task/quality | Time/rework | Confidence | Evidence location |
| --- | --- | --- | --- | --- | --- |
| Unaided baseline | | | | | |
| Assisted version | | | | | |
| Delayed independent (after 3–7 days) | | | | | |
## Errors and transfer
| Error/gap | Evidence | Possible cause | Parallel-task result |
| --- | --- | --- | --- |
| | | | |
## Next step
- Smallest next task:
- Acceptance criteria:
- Required material:
- Evidence to preserve:
- Handover owner/date:
- Stop or rollback condition:
Real situation and audience:
Main question:
Action and acceptance standard:
Material, version, and source:
Time, device, and environment limits:
Permitted dictionary / translation / search / AI / human help:
Privacy, copyright, exam, and ownership boundary:
```
## 2. Unaided Baseline
```markdown
Start/end time of independent attempt:
Unaided sample location:
What I could explain or complete:
Errors, unknowns, and judgment blind spots exposed:
Confidence (0-2):
```
Do not ask AI to write an answer first and call that the starting point. If the task permits a dictionary or documentation, record the permitted support; the baseline states what you can do independently under those conditions.
## 3. Agree What AI Does
```markdown
Model / version / date:
Mode: diagnosis / follow-up / explanation / counterexample / transcript / candidate / other
AI may:
AI may not:
Minimum material sent:
Fields or files withheld:
```
Move one slice per round. Ask the model to identify gaps, assumptions, sources, and uncertainty before requesting any rewrite or candidate.
## 4. Interaction and Source Verification
| Turn | My question/action | Model suggestion | Type | Source/uncertainty | My decision |
| --- | --- | --- | --- | --- | --- |
| | | | explanation / question / candidate / feedback / code / other | | accept / partly / reject / verify |
```markdown
Primary sources I checked:
Errors, outdated claims, or invented material I found:
Suggestions that changed my understanding and why:
Suggestions that changed only surface wording:
```
People confirm sources, facts, permissions, privacy, and final judgment. Model confidence does not raise the evidence level.
## 5. Active Production After Closing AI
```markdown
Time AI was closed:
Work, explanation, code, or decision completed independently:
Independent time:
Cues still required:
Can I explain every critical step? yes / partly / no
Test, reader/user feedback, or run result:
```
## 6. Three Comparisons
| Sample | Conditions | Task/quality | Time | Rework | Confidence | Evidence location |
| --- | --- | --- | ---: | ---: | ---: | --- |
| Unaided baseline | | | | | | |
| AI-assisted version | | | | | | |
| Delayed independent (3-7 days) | | | | | | |
| Parallel task (changed condition) | | | | | | |
| Result | Cautious interpretation |
| --- | --- |
| Assisted and independent versions improve | A removable scaffold may be forming; test more transfer |
| Only assisted version improves | Product improved; critical steps may be outsourced |
| Time falls while rework rises | Speed created speed debt |
| Confidence rises while facts/tests fall | Calibrate judgment before increasing tool access |
One comparison cannot prove causality, but it records contribution more clearly than “AI was useful”.
## 7. Errors, Feedback, and Transfer
| Error/gap | Sample | Type | Change only this next | Parallel-task result |
| --- | --- | --- | --- | --- |
| | | fact / vocabulary / structure / grammar / strategy / attention / tool dependence | | |
```markdown
Real reader/user retelling or execution result:
Feedback accepted, partly accepted, rejected, or deferred and why:
Action that survived a changed topic/audience/mode/time:
Action that still succeeds only on the original task:
```
## 8. Delayed Retention and Handover
```markdown
Day 1: what I removed and completed independently:
Days 3-7: what changed and what happened:
Day 14: can I explain and use it after closing the old chat:
Day 30: did the real task require less guessing or rework:
State-file location:
Handover owner, date, and access:
Stop or rollback condition:
```
## 9. Next Cycle Decision
```markdown
What the tool genuinely helped:
Risk or dependence the tool created:
Evidence of ability I now own:
Conclusion still unsupported:
Continue / downgrade / change variable / pause / seek help:
Smallest next task:
Next review date:
```
Related entry points: [Learning Principles: Turn Effort into Verifiable Learning](../threads/part-1/1-understanding.md) | [Learning Anything with AI](../threads/part-3/1-ai-learning.md) | [AI Task Brief](ai-task-brief.md) | [Learning State](learning-state.md) | [Evidence Chain](evidence-chain.md)
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---
title: AI Task Brief Template
description: Define an AI learning or project task with a real situation, data boundary, acceptance criteria, and human responsibility.
updated: 2026-08-24
title: "AI Task Brief: From Problem to Human Acceptance"
description: Before an AI learning or project task, define the real action, data boundary, sources, evaluation set, human ownership, cost, failure handling, and handover.
updated: 2026-09-02
---
# AI Task Brief Template
# AI Task Brief: From Problem to Human Acceptance
Copy this into a private project directory. Do not include passwords, identity documents, precise addresses, medical privacy, customer records, or unauthorised third-party information.
Copy this into a private project directory before a model call. It is not a prompt collection. It is permission to start: when task, data, sources, acceptance, or ownership remain unclear, do not ask a model for the final result yet.
Do not include passwords, identity documents, precise addresses, medical privacy, children's data, customer records, unpublished vulnerabilities, or unauthorised third-party material. Redact sensitive material or use an organisation-approved environment.
## 1. Task and Ownership
```markdown
# AI Task Brief
# AI Task Brief - YYYY-MM-DD
Updated: YYYY-MM-DD
## Task
- Real situation:
- User/audience:
- Decision or action to complete:
- Deadline:
## Inputs and boundaries
- Known facts and sources:
- Files allowed:
- Data sensitivity: public / internal / confidential / restricted
- Material deliberately withheld:
- Copyright or permission limits:
## Output and acceptance
- Final deliverable:
- Format and length:
- Observable definition of done:
- Items a person must confirm:
## Working rules
- AI may:
- AI may not:
- Human reviewer:
- How work pauses, rolls back, or notifies on failure:
## Evidence locations
- Unaided baseline:
- Primary sources:
- Tests/feedback:
- Final version:
Real situation:
User/audience:
Decision or action to complete:
Why now:
Deadline and non-negotiable checkpoints:
Final owner and human reviewer:
Who is affected if this is delayed or not done:
```
Write acceptance as an action, such as “a user can import a file in ten minutes and see an explainable error report”, not “the experience is good” or “the system is intelligent enough”.
Replace “learn AI” or “build an intelligent assistant” with an observable action, such as “a user can import a file in ten minutes and see an explainable report with sources and errors”.
## 2. Inputs, Sources, and Data Boundary
| Input/claim | Type | Source, version, location | May reach model? | Verifier | Expiry condition |
| --- | --- | --- | --- | --- | --- |
| | fact / inference / experience / user data / third-party | | public / redacted / approved / prohibited | | |
```markdown
Files and fields allowed:
Material deliberately withheld:
Data sensitivity: public / internal / confidential / restricted
Collection, transfer, retention, and deletion dates:
Required consent obtained:
Copyright, licence, citation, and authorship requirements:
Minimum data scope the model can see:
```
A source is not automatically true. Each critical claim must return to an original passage, version, data definition, or direct observation. Model links, numbers, and quotations still require human verification.
## 3. Output and Evaluation Set
```markdown
Final deliverable:
Format, length, and audience:
Observable definition of done:
Hard gates that must pass:
Acceptable variation:
Content that must not appear:
```
Build a small, realistic evaluation set instead of only model-friendly examples:
| Sample | Input condition | Expected result | Unacceptable result | Actual result | Evidence location |
| --- | --- | --- | --- | --- | --- |
| Normal case | | | | | |
| Boundary case | | | | | |
| Missing/conflicting input | | | | | |
| Redacted historical case | | | | | |
Acceptance should answer whether facts are traceable, the action is complete, errors are visible, permissions are correct, and failure can stop. Fluent, fast, or human-like is not an acceptance standard.
## 4. AI's Working Scope
```markdown
AI may: ask / classify / propose explanations / give counterexamples / transcribe
/ draft / suggest tests
AI may not: make final factual decisions / invent sources / approve for the owner
/ cross permissions / complete a prohibited exam or application
/ publish or execute automatically
Mode: diagnosis / assistance / candidate generation / batch processing / other
Model, version, region, and call date:
Prompt, system instruction, or workflow version location:
```
Ask the model to restate goal, input, limits, unknowns, and acceptance before generation. Version prompts, and never treat one chat window as the project's only record.
## 5. Human Gates
| Gate | Who confirms | Passing evidence | If it fails |
| --- | --- | --- | --- |
| Source gate | | Original link, version, location | Mark unverified; do not circulate |
| Fact gate | | Sample checks and data definition | Delete or downgrade claim |
| Privacy/permission gate | | Scope, consent, access record | Stop and redact |
| Quality gate | | Evaluation set, edge cases, real feedback | Repair, narrow, or reject |
| Cost gate | | Tokens, time, human rework, budget | Downgrade or stop |
| Ownership gate | | Named approval and disclosure | Do not publish or execute |
Critical decisions cannot be approved only by the generator, an automated score, or one developer alone. High-risk domains return to current primary sources and qualified professionals.
## 6. Cost, Retention, and Reversibility
```markdown
Call volume, time, and cost ceiling:
Human review and rework budget:
Does data enter training, logs, or third-party retention:
Acceptable latency and downgrade path:
Version that can be withdrawn, rerun, or restored:
Release scope and pilot audience:
```
A cheap call that causes a privacy incident, wrong decision, or major rework is not cheap in reality. Record human time, review, failure, reruns, and communication in addition to model fees.
## 7. Failure, Pause, and Rollback
| Trigger | Immediate action | Notify | Recovery/rollback location |
| --- | --- | --- | --- |
| Source or version cannot be found | Stop circulation; return to original | | |
| Evaluation hard gate fails | Block release or automatic action | | |
| Input crosses permission boundary | Stop upload; revoke access | | |
| Cost/latency exceeds ceiling | Downgrade, throttle, or stop | | |
| Real user reports harm | Remove, preserve evidence, escalate | | |
Without a named stop owner, notification path, and known-good version, the task is not ready for a real workflow.
## 8. Handover and Public Disclosure
```markdown
Current state: not started / experiment / internal pilot / limited release / delivered / stopped
Completed work and evidence locations:
Open questions and risks:
Smallest next task:
Handover owner, date, and access:
What readers/users need to know about AI involvement:
Source, privacy, copyright, and conflict-of-interest note:
```
The next operator should not search chat history to discover what to do. Public work should state which step used a tool, which facts a person confirmed, and which content remains a candidate.
## 9. Preflight Check
- [ ] Audience, action, deadline, and owner are explicit.
- [ ] Input fields, sensitivity, consent, copyright, and retention are confirmed.
- [ ] Critical sources, versions, and expiry conditions are traceable.
- [ ] Normal, boundary, conflict, and redacted historical cases are in the evaluation set.
- [ ] AI may/may-not scope is explicit.
- [ ] Human gates, cost ceiling, stop conditions, and rollback location are named.
- [ ] Handover, disclosure, and next review date are set.
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## One-page Task Brief
Copy this into a private project directory. Redact sensitive material; never send passwords, identity documents, customer records, or third-party private data to a general model.
Copy the complete [AI Task Brief](../../templates/ai-task-brief.md) into a private project directory. The block below keeps only the minimum fields. Redact sensitive material; never send passwords, identity documents, customer records, or third-party private data to a general model.
```markdown
# AI Task Brief
@@ -155,7 +155,7 @@ For high-risk content, “not yet confirmed” is more professional than a fluen
## Three Comparisons: Prove What AI Changed
Keep three samples of the same task:
Use the [AI Learning Log](../../templates/ai-learning-log.md) to keep three samples of the same task:
1. **Unaided baseline**: complete it independently and record time, quality, bottlenecks, and confidence;
2. **Assisted version**: let AI do only the agreed work and record prompts, sources, accepted/rejected suggestions, and rework;
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@@ -19,6 +19,7 @@ updated: 2026-09-02
| **真实问题** | 有具体场景、受影响的人和需要完成的动作,而不是“我想变好” | [认知篇](../threads/part-1/1-understanding.md) |
| **场景** | 能力将在何时、何地、对谁被使用 | [CEFR 目标与自测](../threads/part-1/0-cefr.md) |
| **完成标准** | 一个别人可以观察、复查或复述的结果 | [AI 任务简报](../templates/ai-task-brief.md) |
| **评估集** | 用正常、边界、缺失/冲突和真实脱敏样本检查输出,而不是只展示模型擅长的例子 | [AI 任务简报](../templates/ai-task-brief.md) |
| **主问题** | 一周只追踪的一个可回答问题 | [九十日行动篇](../threads/part-5/90-day-plan.md) |
## 证据与判断
@@ -90,7 +91,9 @@ updated: 2026-09-02
| **互动修复** | 没听清、范围不明或暂时未知时,请求重复、确认、争取思考时间并总结共识 | [口语篇](../threads/part-1/5-speaking.md) · [求职英语篇](../threads/part-1/8-job-search-english.md) |
| **作品** | 能被别人阅读、使用、质疑或改进的输出,不限于产品 | [作品篇](../threads/part-3/4-artifacts-and-delivery.md) |
| **交付** | 在真实受众、用户或约束下完成并接受结果 | [九十日行动篇](../threads/part-5/90-day-plan.md) |
| **人工门** | AI 可以协助,但事实、权限、隐私、成本和最终判断必须由人确认 | [AI 项目开发](../threads/part-3/2-ai-development-and-resource-layer.md) |
| **人工门** | AI 可以协助,但来源、事实、权限、隐私、质量、成本和最终责任必须在发布或执行前由具名的人确认 | [AI 任务简报](../templates/ai-task-brief.md) · [AI 项目开发](../threads/part-3/2-ai-development-and-resource-layer.md) |
| **速度债** | 通过缩短即时用时却增加返工、核验、沟通或事故风险而欠下的真实成本 | [AI 学习记录](../templates/ai-learning-log.md) |
| **AI 学习记录** | 比较无 AI、辅助、延迟独立和平行任务,记录工具贡献与独立能力的私密工作纸 | [AI 学习记录](../templates/ai-learning-log.md) |
| **回滚** | 失败时暂停、降级、切换或恢复到已知可用状态 | [AI 学习与项目实践](../threads/part-3/1-ai-learning.md) |
## 生活与边界
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---
title: AI 学习记录模板
description: 保存无 AI 基线、引导练习、错误、证据、独立表现和迁移结果,让学习跨会话继续并可以复测。
updated: 2026-08-31
title: AI 学习记录:从工具协作到独立能力
description: 记录 AI 学习切片的真实任务、无 AI 基线、工具范围、来源核验、主动产出、延迟复测、迁移和下一周期决定。
updated: 2026-09-02
---
# AI 学习记录模板
# AI 学习记录:从工具协作到独立能力
每次只记录一个可检查的学习切片。AI 生成的摘要不是事实来源,原始作品和来源才是。
每次只记录一个可检查的学习切片。AI 生成的摘要、评分和解释不是事实来源;原始材料、自己的首版、实际作品和真实反馈才是证据。不要把学习记录写成“我和模型聊了什么”,而要写成“工具退出后,我还能独立完成什么”。
## 1. 任务与起点
```markdown
# AI Learning Log — YYYY-MM-DD
# AI Learning Log - YYYY-MM-DD
## 任务
- 真实问题:
- 完成标准:
- 本次最小切片:
## 基线
- 无 AI 尝试:
- 暴露的缺口:
- 可用材料与来源:
## AI 协作
- AI 做了什么:
- 我保留了哪些判断:
- 哪些回答需要核验:
## 主动产出
- 关闭 AI 后完成的作品:
- 独立完成用时:
- 测试、反馈或评分:
## 三次对照
| 样本 | 条件 | 任务完成/质量 | 用时/返工 | 信心 | 证据位置 |
| --- | --- | --- | --- | --- | --- |
| 无 AI 基线 | | | | | |
| AI 辅助版 | | | | | |
| 延迟独立版(3–7 天后) | | | | | |
## 错误与迁移
| 错误/缺口 | 证据 | 可能原因 | 平行任务结果 |
| --- | --- | --- | --- |
| | | | |
## 下一步
- 下一项最小任务:
- 完成标准:
- 需要的材料:
- 应保存的证据:
- 交接给谁/何时:
- 停止或回滚条件:
真实场景与受众:
本次主问题:
要完成的动作与标准:
材料、版本与来源:
时间、设备和环境限制:
允许的词典 / 翻译 / 搜索 / AI / 人工帮助:
隐私、版权、考试与责任边界:
```
## 2. 无 AI 基线
```markdown
独立尝试的开始/结束时间:
无 AI 样本位置:
我当时能够解释或完成的内容:
暴露的错误、未知和判断盲点:
当时的信心(0-2):
```
不要先让 AI 写答案再把它叫作起点。若任务本身允许查词或看文档,记录允许的帮助;基线的价值是说明你在这些条件下独立能做什么。
## 3. 约定 AI 只做什么
```markdown
模型 / 版本 / 日期:
使用模式:诊断 / 追问 / 解释 / 反例 / 转写 / 候选 / 其他
AI 可以做:
AI 不可以做:
传给模型的最小材料:
不会传入的字段或文件:
```
每轮只推进一个切片。先让模型指出缺口、假设、来源和不确定性,不先请求整段代做。
## 4. 交互与来源核验
| 回合 | 我的问题/动作 | 模型建议 | 建议类型 | 来源/不确定性 | 我的决定 |
| --- | --- | --- | --- | --- | --- |
| | | | 解释 / 追问 / 候选 / 反馈 / 代码 / 其他 | | 采纳 / 部分 / 拒绝 / 待核验 |
```markdown
我核对过的原始来源:
我发现的错误、过时或捏造内容:
哪些建议改变了我的理解,为什么:
哪些建议只改变了表面表达:
```
来源、事实、权限、隐私和最终判断由人确认。模型说得自信不提高证据等级。
## 5. 关闭 AI 后主动产出
```markdown
关闭 AI 的时间:
独立完成的作品、解释、代码或决定:
独立用时:
仍然需要的提示:
我能否解释每个关键步骤:是 / 部分 / 否
测试、读者/用户反馈或运行结果:
```
## 6. 三次对照
| 样本 | 条件 | 任务/质量 | 用时 | 返工 | 信心 | 证据位置 |
| --- | --- | --- | ---: | ---: | ---: | --- |
| 无 AI 基线 | | | | | | |
| AI 辅助版 | | | | | | |
| 延迟独立版(3-7 天) | | | | | | |
| 平行任务版(换条件) | | | | | | |
| 结果 | 更谨慎的解释 |
| --- | --- |
| 辅助版和独立版都改善 | 可能形成了可撤掉的支架,仍需更多迁移 |
| 只有辅助版改善 | 成品改善,关键步骤可能被外包 |
| 时间变短但返工增多 | 速度换来了速度债 |
| 信心上升但事实/测试下降 | 先校准判断,再增加工具权限 |
一次对照不能证明因果,但能比“AI 很有用”更清楚地记录工具贡献。
## 7. 错误、反馈与迁移
| 错误/缺口 | 样本 | 类型 | 下一次只修什么 | 平行任务结果 |
| --- | --- | --- | --- | --- |
| | | 事实 / 词汇 / 结构 / 语法 / 策略 / 注意 / 工具依赖 | | |
```markdown
真实读者/用户复述或执行结果:
我采纳、部分采纳、拒绝或延后的反馈及理由:
换主题/受众/模态/时间后仍能完成的动作:
仍然只在原题成功的动作:
```
## 8. 延迟保持与交接
```markdown
第 1 天:撤掉了什么,独立完成什么:
第 3-7 天:换了什么条件,结果如何:
第 14 天:关闭旧对话后能否解释和使用:
第 30 天:真实任务是否减少猜测或返工:
状态文件位置:
交接给谁、何时、什么权限:
停止或回滚条件:
```
## 9. 下一周期决定
```markdown
工具真正帮助的部分:
工具制造的风险或依赖:
我已经拥有的独立能力证据:
仍无证据的结论:
继续 / 降档 / 改变变量 / 暂停 / 求助:
下一项最小任务:
下一次复查日期:
```
相关入口:[认知篇:把努力变成可验证的学习](../threads/part-1/1-understanding.md) | [AI 学习、项目开发与资源层创业](../threads/part-3/1-ai-learning.md) | [AI 任务简报](ai-task-brief.md) | [学习状态](learning-state.md) | [证据链模板](evidence-chain.md)
+133 -39
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@@ -1,48 +1,142 @@
---
title: AI 任务简报模板
description: 用真实场景、数据边界、验收标准和人工责任定义一次 AI 学习或项目任务。
updated: 2026-08-24
title: AI 任务简报:从问题到人工验收
description: 在 AI 学习或项目开始前写清真实任务、数据边界、来源、评估集、人工责任、成本、失败处理和交接条件。
updated: 2026-09-02
---
# AI 任务简报模板
# AI 任务简报:从问题到人工验收
复制到私有项目目录。不要写入密码、证件、精确住址、医疗隐私、客户资料或未获授权的第三方信息。
复制到私有项目目录,在模型调用前填写。它不是 prompt 收集器,而是一张开始许可:如果任务、数据、来源、验收或责任人仍然不清楚,就先不要让模型生成最终结果。
不要写入密码、证件、精确住址、医疗隐私、儿童数据、客户记录、未公开漏洞或无权使用的第三方内容。敏感材料先脱敏,或改用组织批准的环境。
## 1. 任务与责任
```markdown
# AI Task Brief
# AI Task Brief - YYYY-MM-DD
更新时间:YYYY-MM-DD
## 任务
- 真实场景:
- 使用者/受众:
- 要完成的决策或动作:
- 截止时间:
## 输入与边界
- 已知事实与来源:
- 允许使用的文件:
- 数据敏感等级:公开 / 内部 / 机密 / 受限
- 明确不提供的材料:
- 版权或授权限制:
## 输出与验收
- 最终交付物:
- 格式与长度:
- 可观察的完成标准:
- 必须由人确认的事项:
## 工作方式
- AI 可以做:
- AI 不可以做:
- 人工审阅者:
- 失败时如何暂停、回滚或通知:
## 证据位置
- 无 AI 基线:
- 原始来源:
- 测试/反馈:
- 最终版本:
真实场景:
使用者/受众:
要完成的决策或动作:
为什么现在做:
截止时间与不可错过的节点:
最终负责人与人工审阅者:
如果不做或延迟,谁会受影响:
```
验收标准要写成动作,例如“用户能在 10 分钟内完成导入并看到可解释的错误报告”,不要写“体验好”或“足够智能”。
把“学 AI”“做一个智能助手”改成可观察的动作,例如“用户能在 10 分钟内导入一份文件,并看到一份能解释来源和错误的报告”。
## 2. 输入、来源与数据边界
| 输入/主张 | 类型 | 来源、版本与位置 | 可否提供给模型 | 核验人 | 失效条件 |
| --- | --- | --- | --- | --- | --- |
| | 事实 / 推断 / 个人经验 / 用户数据 / 第三方内容 | | 公开 / 脱敏 / 组织批准 / 禁止 | | |
```markdown
允许使用的文件和字段:
明确不提供的材料:
数据敏感等级:公开 / 内部 / 机密 / 受限
收集、传输、留存和删除期限:
是否取得必要同意:
版权、许可证、引用和署名要求:
模型能接触的最小数据范围:
```
来源不等于真相。每个关键主张要能回到原文、版本、数据口径或直接观察;模型给出的链接、数字和引语仍需人工核验。
## 3. 输出与评估集
```markdown
最终交付物:
格式、长度和受众:
可观察的完成标准:
必须通过的硬门:
允许的可接受变体:
明确不能出现的内容:
```
建立一份小而真实的评估集,不要只用模型最擅长的示例:
| 样本 | 输入条件 | 预期结果 | 不可接受结果 | 实测结果 | 证据位置 |
| --- | --- | --- | --- | --- | --- |
| 正常样本 | | | | | |
| 边界样本 | | | | | |
| 缺失/冲突输入 | | | | | |
| 真实历史样本(已脱敏) | | | | | |
验收至少回答:事实是否可追溯,关键动作是否完成,错误是否可见,权限是否正确,失败是否可停止。流畅、快速或“像人”不是验收标准。
## 4. AI 的工作范围
```markdown
AI 可以做:提问 / 分类 / 候选解释 / 反例 / 转写 / 草稿 / 测试建议
AI 不可以做:最终事实判断 / 虚构来源 / 代替责任人批准 / 越过权限
/ 完成禁止外部帮助的考试或申请 / 自动发布
使用模式:诊断 / 辅助 / 生成候选 / 批量处理 / 其他
模型、版本、区域和调用日期:
提示词、系统指令或工作流版本位置:
```
先让模型复述目标、输入、限制、未知项和验收,再开始生成。提示词版本化;不要把一次聊天窗口当作唯一的项目记录。
## 5. 人工门
| 门 | 必须由谁确认 | 通过证据 | 未通过时 |
| --- | --- | --- | --- |
| 来源门 | | 原始链接、版本、位置 | 标记未核验,不传播 |
| 事实门 | | 抽样核对、数据口径 | 删除或降级主张 |
| 隐私/权限门 | | 数据范围、同意、访问日志 | 停止处理并脱敏 |
| 质量门 | | 评估集、边界样本、真实反馈 | 修复、缩小或拒绝交付 |
| 成本门 | | token、时间、人工返工与预算 | 降级模型或停止 |
| 责任门 | | 具名批准和披露文字 | 不发布、不自动执行 |
关键决定不能只由生成模型、自动评分或单个开发者自己批准。高风险领域回到当前一手材料和合格专业人员。
## 6. 成本、留存与可逆性
```markdown
预计调用量、时间和费用上限:
人工审阅与返工预算:
数据是否进入训练、日志或第三方留存:
可接受延迟与降级方案:
可以撤回、重跑或恢复到哪个版本:
发布范围与灰度对象:
```
一次便宜的调用如果造成隐私事件、错误决定或大量返工,真实成本并不便宜。记录模型费用之外的人工时间、审阅、失败、重跑和沟通成本。
## 7. 失败、暂停与回滚
| 触发条件 | 立即动作 | 通知谁 | 恢复/回滚位置 |
| --- | --- | --- | --- |
| 找不到来源或版本 | 停止传播,回到原始材料 | | |
| 评估集硬门失败 | 禁止发布或自动执行 | | |
| 输入越过权限边界 | 停止上传,撤销访问 | | |
| 成本/延迟超过上限 | 降级、限流或停止 | | |
| 真实用户报告伤害 | 下线、保留证据、升级处理 | | |
如果没有明确的停止人、通知路径和已知可用版本,就还没有准备好接入真实流程。
## 8. 交接与公开说明
```markdown
当前状态:未开始 / 实验 / 内部试用 / 灰度 / 已交付 / 已停止
已完成与证据位置:
未决问题和风险:
下一项最小任务:
交接负责人、时间和权限:
读者/用户需要知道的 AI 参与范围:
来源、隐私、版权和利益关系说明:
```
交接者不应需要翻找聊天记录才能知道下一步。公开文本至少说明工具参与了哪一步、哪些事实由人确认、哪些内容仍是候选。
## 9. 开始前检查
- [ ] 真实受众、动作、截止时间和负责人已写清;
- [ ] 输入字段、敏感等级、同意、版权和留存边界已确认;
- [ ] 关键来源、版本和失效条件可回溯;
- [ ] 正常、边界、冲突和历史脱敏样本已进入评估集;
- [ ] AI 可以做与不可以做的范围已写清;
- [ ] 人工门、费用上限、停止条件和回滚位置已指定;
- [ ] 交接、披露和下一次复查日期已确定。
+2 -2
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@@ -84,7 +84,7 @@ sources_checked: 2026-08-24
## 一页任务简报
复制到自己的私有项目目录,敏感资料先脱敏,不把密码、证件、客户记录或第三方隐私直接交给通用模型。
先复制完整的[AI 任务简报](../../templates/ai-task-brief.md)到自己的私有项目目录。下面是最小字段;敏感资料先脱敏,不把密码、证件、客户记录或第三方隐私直接交给通用模型。
```markdown
# AI Task Brief
@@ -155,7 +155,7 @@ AI 不可以做:
## 三次对照:证明 AI 帮了什么
同一个任务至少留下三份样本:
用[AI 学习记录](../../templates/ai-learning-log.md)为同一个任务至少留下三份样本:
1. **无 AI 基线**:先独立完成,记录用时、质量、卡点和信心;
2. **AI 辅助版**:只让 AI 做约定的工作,记录提示、来源、采纳与拒绝的建议,以及返工;
+35
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@@ -419,6 +419,33 @@ test("learning principles turn effort into a complete evidence loop", () => {
}
});
test("AI work papers keep evaluation, human gates, and independent transfer visible", () => {
const cases = [
{
brief: "templates/ai-task-brief.md",
log: "templates/ai-learning-log.md",
briefTerms: ["输入、来源与数据边界", "输出与评估集", "人工门", "失败、暂停与回滚", "开始前检查"],
logTerms: ["无 AI 基线", "交互与来源核验", "三次对照", "延迟保持与交接", "下一周期决定"],
},
{
brief: "en/templates/ai-task-brief.md",
log: "en/templates/ai-learning-log.md",
briefTerms: ["Inputs, Sources, and Data Boundary", "Output and Evaluation Set", "Human Gates", "Failure, Pause, and Rollback", "Preflight Check"],
logTerms: ["Unaided Baseline", "Interaction and Source Verification", "Three Comparisons", "Delayed Retention and Handover", "Next Cycle Decision"],
},
];
for (const { brief, log, briefTerms, logTerms } of cases) {
const briefText = readFileSync(resolve(process.cwd(), "docs", brief), "utf8");
const logText = readFileSync(resolve(process.cwd(), "docs", log), "utf8");
for (const term of briefTerms) expect(briefText, brief).toContain(term);
for (const term of logTerms) expect(logText, log).toContain(term);
expect(briefText).toContain("AI Task Brief");
expect(logText).toContain("AI Learning Log");
expect(logText).toContain("evidence-chain.md");
}
});
test("writing turns tool polish into accountable revision and delivery", () => {
const cases = [
{
@@ -879,6 +906,10 @@ test("heading-only search keeps long-form chapters and tools discoverable withou
await expect(zhSearchBox.getByRole("link", { name: /认知篇:把努力变成可验证的学习/ }).first()).toBeVisible();
await zhSearchBox.locator("input").fill("英语能力诊断:四项基线与迁移记录");
await expect(zhSearchBox.getByRole("link", { name: /英语能力诊断:四项基线与迁移记录/ }).first()).toBeVisible();
await zhSearchBox.locator("input").fill("AI 任务简报:从问题到人工验收");
await expect(zhSearchBox.getByRole("link", { name: /AI 任务简报:从问题到人工验收/ }).first()).toBeVisible();
await zhSearchBox.locator("input").fill("AI 学习记录:从工具协作到独立能力");
await expect(zhSearchBox.getByRole("link", { name: /AI 学习记录:从工具协作到独立能力/ }).first()).toBeVisible();
await zhSearchBox.locator("input").fill("写作篇:从初稿到可验证修订");
await expect(zhSearchBox.getByRole("link", { name: /写作篇:从初稿到可验证修订/ }).first()).toBeVisible();
await zhSearchBox.locator("input").fill("写作证据卡:从工具润色到署名交付");
@@ -922,6 +953,10 @@ test("heading-only search keeps long-form chapters and tools discoverable withou
await expect(enSearchBox.getByRole("link", { name: /Learning Principles: Turn Effort into Verifiable Learning/ }).first()).toBeVisible();
await enSearchBox.locator("input").fill("English Diagnostic: Four-skill Baseline and Transfer Record");
await expect(enSearchBox.getByRole("link", { name: /English Diagnostic: Four-skill Baseline and Transfer Record/ }).first()).toBeVisible();
await enSearchBox.locator("input").fill("AI Task Brief: From Problem to Human Acceptance");
await expect(enSearchBox.getByRole("link", { name: /AI Task Brief: From Problem to Human Acceptance/ }).first()).toBeVisible();
await enSearchBox.locator("input").fill("AI Learning Log: From Tool Collaboration to Independent Ability");
await expect(enSearchBox.getByRole("link", { name: /AI Learning Log: From Tool Collaboration to Independent Ability/ }).first()).toBeVisible();
await enSearchBox.locator("input").fill("Writing: From Draft to Verifiable Revision");
await expect(enSearchBox.getByRole("link", { name: /Writing: From Draft to Verifiable Revision/ }).first()).toBeVisible();
await enSearchBox.locator("input").fill("Writing Evidence Card: From Tool Polish to Accountable Delivery");