Renata Organization Mode workflow planning

Renata Pull-Up / Push-Up MVP Workflow Plan, Planning Only

Protected-preview planning artifact for a future Organization Mode accountability and recognition workflow.

Purpose

Define the future product shape, participant/staff boundaries, draft/review/visibility sequence, safety language, and implementation stop conditions before any pull-up / push-up runtime work.

Pull-Up and Push-Up concepts are future resident/participant-controlled draft concepts for Organization Mode only after account, consent, staff review, privacy, retention/deletion, and visibility gates are approved. Public Packet Mode remains the only current live-static mode.

Current Boundary Status

Future Concept Definitions

Future Actor Labels

These are labels only. No account, role assignment, permission runtime, RBAC runtime, staff account, resident account, or identity capture exists.

Future Draft / Review / Visibility Sequence

Every sequence step below is future, planning-only, not active, not stored, not approved, and not recorded.

Draft Safety Boundaries

  • Pull-ups must be accountability-oriented, not accusation-oriented.
  • Pull-ups must avoid shaming, humiliation, threats, coercion, retaliation, protected disclosures, clinical details, legal accusations, and naming others without review.
  • Pull-ups must not substitute for incident reporting, emergency support, grievance process, legal reporting, clinical treatment, or staff discipline.
  • Push-ups must be recognition/support-oriented, not ranking or popularity scoring.
  • Push-ups must avoid favoritism, pressure, manipulation, romantic or sexual content, protected disclosures, and staff/resident boundary violations.
  • Push-ups must not become participation analytics, resident performance metrics, ranking, compliance scoring, or public pressure.

Staff Review Boundaries

  • Future staff review is a safety and privacy checkpoint only after role, consent, audit, retention, and workflow gates.
  • No review queue exists now.
  • No staff decisions are recorded now.
  • No approval recording exists now.
  • No rejection recording exists now.
  • No revision request exists now.
  • No staff notes, review findings, evidence gaps, observations, or meeting minutes are stored now.

Resident / Participant Visibility Boundaries

  • Participant visibility control is a future requirement, not an active setting.
  • No Morning Sheet placement is active.
  • No public or semi-public presentation placement is active.
  • No visibility settings are stored.
  • No resident names or staff names are collected.
  • No private draft bodies or sensitive details are stored.

Consent and Control Requirements

  • Future runtime requires consent language before draft submission.
  • Future runtime requires participant control over whether a draft is submitted for staff review.
  • Future runtime requires naming and subject-notification rules before any shared visibility.
  • Future runtime requires opt-out, deletion, and redaction rules before storage.
  • This phase adds no consent capture, no visibility controls, no submit controls, and no account runtime.

Retention / Deletion / Export Requirements

  • Future storage requires retention policy approval.
  • Future storage requires deletion policy approval.
  • Future storage requires audit policy approval.
  • Future storage requires export/access-rights policy approval where applicable.
  • This phase adds no draft storage, submission storage, audit logs, deletion jobs, export controls, downloads, generated PDFs, or generated ZIPs.

Non-Clinical / Non-Disciplinary Boundaries

  • This workflow is not therapy.
  • This workflow is not medical treatment.
  • This workflow is not clinical diagnosis.
  • This workflow is not case management.
  • This workflow is not emergency support.
  • This workflow is not legal reporting.
  • This workflow is not staff discipline.
  • This workflow is not surveillance.
  • This workflow is not compliance scoring.
  • This workflow is not resident performance measurement.

Stop Conditions

  • someone asks to collect pull-ups or push-ups from this page
  • someone asks to add a draft form, text box, submit control, upload control, or chat box
  • someone asks to store drafts, submissions, review findings, staff decisions, approvals, rejections, revision requests, notes, or sensitive details
  • someone asks to create protected APIs, protected live routes, database reads, database writes, or migrations
  • someone asks to place content on the Morning Sheet from this planning page
  • someone asks to treat pull-ups as discipline, grievance reporting, surveillance, compliance scoring, or resident performance metrics
  • someone asks to treat push-ups as popularity scoring, ranking, participation analytics, staff favoritism, or resident performance metrics
  • someone asks to use AI on real pull-up or push-up content before separate privacy, safety, product, legal, and technical review
  • someone treats this planning page as workflow activation or implementation authorization

What Remains Blocked

no pull-up collectionno push-up collectionno draft collectionno resident names collectedno staff names collectedno submissionsno submission storageno draft storageno review queueno staff decisionsno approval recordingno rejection recordingno revision requestsno Morning Sheet placementno visibility settingsno consent captureno live accountsno loginno signupno identity captureno account storageno subscriber storageno organization tenant storageno staff storageno resident storageno actor storageno role assignment storageno permission runtimeno RBAC runtimeno protected live routesno protected APIsno database readsno database writesno migrationsno active migrationsno formsno inputsno textareasno selectsno checkboxesno buttonsno chat boxesno file upload controlsno export controlsno downloadsno generated PDFsno generated ZIPsno trackingno analyticsno scoringno rankingno compliance metricsno disciplinary workflowno clinical claimsno treatment claimsno diagnosis claimsno case-management claimsno emergency-service claimsno OpenAI processing for real submissionsno OpenAI processing for direct-subscriber contentno sensitive storageno billingno Stripe/payment providerno lead captureno CRM

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