Renata protected draft pilot planning
Draft Pilot Review Packet Export Planning
Purpose
Plan what a future staff/privacy review packet export may include, what it must exclude, what approval gates are required, and how export must avoid becoming a live decision record or sensitive-data leak.
This page is planning-only. It creates no files, downloads, exports, approval controls, decision records, protected APIs, protected live routes, database reads, database writes, or live workflows.
Current No-Go/Export Boundary
Planning status
read-only-export-planning
Export status
not-generated
Decision status
not-recorded
Implementation status
not-started
Live pilot decision
no-go
Files generated
none
Future Export Package Sections
| Section | Purpose | Status |
|---|---|---|
cover-page | Renata / The Sixth Sense field-lab context, protected review purpose, and no-go status. | future-export-planning-only |
executive-summary | No live pilot, no decisions recorded, and review purpose only. | future-export-planning-only |
evidence-package-summary | Summary of planning evidence. | future-export-planning-only |
decision-record-template-summary | Unresolved/default no-go decision state. | future-export-planning-only |
walkthrough-script-summary | Suggested review flow. | future-export-planning-only |
technical-boundary-summary | No protected routes/APIs, no database reads/writes, and no active migrations. | future-export-planning-only |
privacy-boundary-summary | No identity capture, no real names/emails/claims, and no draft storage. | future-export-planning-only |
blocked-capabilities-summary | No tracking/scoring/analytics, no staff decisions, and no Morning Sheet placement. | future-export-planning-only |
staff-privacy-questions | Unresolved review questions. | future-export-planning-only |
go-no-go-checklist | All defaults remain unresolved/not-approved/no-go. | future-export-planning-only |
Allowed Export Content
route namesplanning statusno-go statussummaries of planning artifactsunresolved questionsrequired approval categoriesblocked capabilitiespublic-safe packet/demo linksprotected-preview route linksstatic policy summaries
Prohibited Export Content
real resident namesreal staff namesemailsphone numbersaddressesroom numberscase numbersCloudflare Access claimsJWTstokensraw identity headersdraft bodies from real submissionsprivate feedbackstaff review notesmedical detailsdiagnosis detailsmedication detailslegal case detailstrauma detailssubstance-use disclosures from residentsattendance dataparticipation dataparticipation analyticsscoring/ranking/compliance metricsresident performance metricsclinical claimsAI analysis of real drafts
Future Format Options
| Format | Status | Risk | Allowed use | Prohibited use | Required gates |
|---|---|---|---|---|---|
browser-print | planning-only | medium | Manual staff/privacy review printing after scope and redaction are approved. | No app-provided print/export control and no automatic generation. | staff/privacy approval; redaction policy approval; no-sensitive-content verification |
static-html-review-page | planning-only | low | Protected-preview static review surface with public-safe planning content only. | No live data reads, no decision state, and no sensitive content. | export scope approval; distribution policy approval; no-live-data verification |
manually-generated-pdf | planning-only | medium | Manually produced staff/privacy review packet outside app runtime after review gates. | No app-generated PDF file, no download button, and no automated sharing. | versioning policy approval; redaction policy approval; distribution policy approval |
future-controlled-export | planning-only | high | Only after a separately approved export implementation phase with audit and retention policy. | No implementation in this phase and no export/download artifact. | audit policy approval; retention policy approval; no-identity-content verification |
Export Approval Gates
- staff/privacy approval
- export scope approval
- redaction policy approval
- distribution policy approval
- versioning policy approval
- retention policy approval
- audit policy approval
- no-sensitive-content verification
- no-identity-content verification
- no-live-data verification
Redaction and Versioning Requirements
Redaction requirements
- exclude real names, emails, claims, tokens, and raw identity headers
- exclude any real draft body or private feedback
- exclude hidden staff review notes and staff-only private context
- exclude medical, legal, trauma, and resident substance-use disclosures
- exclude attendance, participation, analytics, scoring, ranking, compliance, and performance metrics
- review every export section against no-sensitive-content and no-identity-content checks
Versioning requirements
- label export scope and phase clearly
- include generated-from route inventory only after approval
- include no-go decision state and review-only purpose
- avoid treating packet export version as an approval record
- keep future versions separate from live decision logs or audit logs
Distribution Boundaries
- protected staff/privacy review only
- no public posting
- no resident distribution unless separately approved
- no email distribution from the app
- no automated sharing
- no CRM/sales distribution
- no analytics tracking
What Remains Blocked
no export filesno download artifactsno PDF filesno ZIP filesno approval recordingno decision storageno staff decisionsno database readsno database writesno active migrationsno protected API routesno protected live routesno live draft collectionno live submissionsno account storageno actor storageno identity captureno role assignmentno Morning Sheet placementno attendance trackingno participation trackingno participation analyticsno scoring/ranking/compliance metricsno OpenAI submission processing
Next Planning Phase
Phase 10.21 — Staff/Privacy Review Packet Handoff Freeze, Planning Only
The export scope, print style boundaries, manual assembly path, and visual QA checklist are now planned, but no export exists. The next phase should define staff/privacy review dry-run checklist without generating PDFs, creating downloads, recording approvals, reading databases, writing databases, adding protected routes, adding protected APIs, or enabling live workflows.
Boundaries: no export generation; no download artifacts; no approval recording; no decision storage; no live pilot; no protected live routes; no protected API routes; no database reads; no database writes; no active migrations; no draft storage; no account storage; no actor storage; no identity capture; no staff decisions; no Morning Sheet placement; no tracking; no analytics; no scoring.
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