Renata protected review packet planning

Review Packet Manual Assembly Checklist

Protected, read-only manual checklist for assembling a future staff/privacy review packet.

Purpose

Give an operator a read-only order for manually assembling the staff/privacy review packet while keeping live pilot activation, exports, approvals, decisions, database access, protected APIs, protected live routes, and live workflows blocked.

Current Manual Assembly Boundary

Recommended Assembly Order

Order Page Route Purpose Status
1 Staff/Privacy Review Packet Summary /protected-preview/staff-privacy-review-packet-summary/ Start with the compact meeting-ready overview. manual-only
2 Draft Pilot Evidence Package /protected-preview/draft-pilot-evidence-package/ Add the full planning evidence and unresolved gate inventory. manual-only
3 Staff/Privacy Decision Record Template /protected-preview/staff-privacy-decision-record-template/ Add the decision cards with unresolved/not-approved/no-go defaults. manual-only
4 Staff/Privacy Review Walkthrough Script /protected-preview/staff-privacy-review-walkthrough-script/ Add presenter sequence, reviewer questions, objections, and safe answers. manual-only
5 Draft Pilot Review Packet Export Planning /protected-preview/draft-pilot-review-packet-export-planning/ Add export boundary planning and exclusions. manual-only
6 Review Packet PDF Layout Planning /protected-preview/review-packet-pdf-layout-planning/ Add future PDF order and layout rules without generating a PDF. manual-only
7 Review Packet Print Styles Planning /protected-preview/review-packet-print-styles-planning/ Add print readability and appendix boundary rules. manual-only
8 Review Packet Manual Assembly Checklist /protected-preview/review-packet-manual-assembly-checklist/ Include this read-only manual order as part of the frozen packet path. manual-only
9 Review Packet Visual QA Checklist /protected-preview/review-packet-visual-qa-checklist/ Add manual visual inspection before handoff or sharing. manual-only
10 Review Packet Staff Handoff Notes /protected-preview/review-packet-staff-handoff-notes/ Add non-technical handoff framing for staff/privacy review. manual-only
11 Staff/Privacy Review Dry-Run Checklist /protected-preview/staff-privacy-review-dry-run-checklist/ Add manual rehearsal before any real review or implementation planning. manual-only
12 Staff/Privacy Dry-Run Debrief Template /protected-preview/staff-privacy-dry-run-debrief-template/ Add outside-app debrief structure after dry-run. manual-only
13 Staff/Privacy Evidence Gap Register /protected-preview/staff-privacy-evidence-gap-register/ Add static unresolved evidence gap categories and outside-app conversion guidance. manual-only
14 Staff/Privacy Evidence Gap Review Sequence /protected-preview/staff-privacy-evidence-gap-review-sequence/ Add manual outside-app review lanes, prompts, classifications, and conversion rules. manual-only
15 Staff/Privacy Review Question Bank /protected-preview/staff-privacy-review-question-bank/ Add static outside-app staff/privacy review questions without answer capture or storage. manual-only
16 Staff/Privacy Review Meeting Agenda /protected-preview/staff-privacy-review-meeting-agenda/ Add static outside-app meeting flow without scheduling, attendance, notes, answers, approvals, decisions, or minutes. manual-only
17 Staff/Privacy Review Outcome Routing Map /protected-preview/staff-privacy-review-outcome-routing-map/ Add static future planning lane map without outcome capture, assignment creation, task creation, or workflow routing. manual-only
18 Staff/Privacy Review Gate Criteria Matrix /protected-preview/staff-privacy-review-gate-criteria-matrix/ Add static non-live gate criteria without gate approval, gate closure, readiness approval, evidence capture, or implementation authorization. manual-only
19 Staff/Privacy Review Non-Authorization Summary /protected-preview/staff-privacy-review-non-authorization-summary/ Add static no-go summary that no implementation authorization, readiness approval, gate closure, storage, protected runtime behavior, or live workflow exists. manual-only
20 Staff/Privacy Review Packet Current-State Index /protected-preview/staff-privacy-review-packet-current-state-index/ Add static packet map and current no-go status index without packet status storage, current-state storage, readiness approval, or implementation authorization. manual-only
21 Staff/Privacy Review Packet Static Closure Note /protected-preview/staff-privacy-review-packet-static-closure-note/ Add static closure note that closes the packet as planning-only orientation without closure records, readiness approval, gate closure, or implementation authorization. manual-only
22 Staff/Privacy Review Packet Handoff Freeze /protected-preview/staff-privacy-review-packet-handoff-freeze/ Add static no-go handoff freeze for packet route order, handoff posture, review status language, and outside-app review instructions without handoff records or implementation authorization. manual-only

Required Pages

Optional Appendices

Pre-Assembly Checks

  • all pages show no-go / planning-only status
  • no forms are visible
  • no buttons are visible
  • no export/download controls are visible
  • no approval/rejection/save controls are visible
  • no protected live routes exist
  • no protected API routes exist
  • no database reads are active
  • no database writes are active
  • no active migrations beyond approved existing migrations
  • no identity capture
  • no real resident/staff names
  • no emails or Cloudflare claims
  • no real draft content
  • no staff decisions
  • no tracking/scoring/analytics

Page-by-Page Verification Checklist

Exclusion Checklist

live resident datalive staff datanamesemailsCloudflare Access claimsJWTstokensraw identity headersreal draft bodiesprivate feedbackstaff review notesmedical/diagnosis/medication detailslegal/insurance detailstrauma detailssubstance-use disclosures from residentsattendance dataparticipation dataparticipation analyticsscoring/ranking/compliance metricsclinical claimsAI analysis of real draftsOperator source/recovery diagnostics unless explicitly needed as a technical appendix

Redaction Checklist

  • Verify no real names appear in the assembled packet.
  • Verify no emails, tokens, Access claims, JWTs, or raw identity headers appear.
  • Verify no real draft body, private feedback, or staff review note appears.
  • Verify no medical, legal, insurance, trauma, or substance-use disclosure appears.
  • Verify no attendance, participation, analytics, scoring, ranking, compliance, or resident performance metric appears.
  • Verify Operator diagnostics are included only as an optional technical appendix when explicitly needed.
  • Verify every included page still says no-go, not-recorded, not-generated, or planning-only as appropriate.

Sharing/Distribution Boundaries

  • staff/privacy review only
  • no public posting
  • no resident distribution unless separately approved
  • no app-based email distribution
  • no automated sharing
  • no CRM/sales distribution
  • no analytics tracking
  • no treatment/clinical claim use
  • no approval implied by assembling packet

Operator Verification Steps

  • Open each required protected-preview route manually.
  • Confirm the page title and prominent read-only/no-go note are visible.
  • Confirm no forms, buttons, export/download controls, approval controls, or live workflow controls are visible.
  • Confirm required pages are assembled in the recommended order.
  • Keep Demo Hub and Operator Status as optional appendix/reference pages only.
  • Check route inventory for the manual assembly checklist route.
  • Confirm active migrations still include only approved migration files.
  • Confirm src/pages/protected and src/pages/api/protected do not exist.

What Remains Blocked

no PDF generationno export generationno download artifactsno 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

Recommended Next Phase