Renata protected review packet planning

Review Packet Staff Handoff Notes

Protected, read-only notes for presenting the staff/privacy review packet without recording decisions.

This is a protected, read-only staff handoff notes page. It does not generate PDFs, create downloads, collect approvals, record decisions, write data, or enable live workflows.

Purpose

Give the operator concise, non-technical handoff notes for presenting the staff/privacy review packet while keeping approvals, decision recording, PDF generation, exports, protected APIs, protected live routes, database access, and live workflows blocked.

These notes are a presentation aid only. They do not collect feedback, record approvals, create staff decisions, generate packet files, create downloads, or activate any workflow.

Current Handoff Boundary

Handoff status

read-only-handoff-notes

read-only-handoff-notes

PDF generation status

not-generated

not-generated

Export status

not-generated

not-generated

Decision status

not-recorded

not-recorded

Implementation status

not-started

not-started

Live pilot decision

no-go

no-go

Intended Audience

program-leadprivacy-ownerclinical-or-program-reviewertechnical-ownerstaff-review-lead

Role labels only. No staff names, resident names, emails, contact details, or identity details are included.

Handoff Packet Contents

Operator is technical appendix/reference only. Demo is product context only. The core handoff should remain concise.

Optional references

Demo Hub

/demo/

Product context only.

read-only-reference

Operator Status

/operator/

Technical appendix/reference only.

read-only-reference

Suggested Meeting Framing

  • Renata is not asking for live pilot approval yet.
  • The review packet is a planning artifact.
  • The current decision state is no-go.
  • No approvals are recorded in the app.
  • No staff decisions are stored.
  • No live draft collection exists.
  • No protected APIs or protected live routes exist.
  • No account, identity, actor, role, draft, review, audit, or Morning Sheet storage exists.
  • The purpose of the meeting is to identify missing policy, privacy, staff workflow, and technical evidence before any implementation.

Suggested Opening Script

This packet is not a launch request.

The current status is no-go.

The app does not collect drafts, accounts, identities, approvals, or staff decisions.

The goal is to decide what evidence and policies would be required before implementation planning can continue.

Any actual approval process must happen outside this prototype until a separately approved decision-recording system exists.

Suggested Closing Script

  • No live pilot starts from this review.
  • Any approval decision must remain outside the app for now.
  • Open questions should be documented separately by the appropriate staff/privacy owners.
  • If reviewers want to proceed, the next work should be a dry-run checklist or staff/privacy review rehearsal, not live implementation.
  • The app remains no-go until policy, privacy, technical, rollback, and small-pilot gates are resolved.

What to Send

  • links to protected-preview review packet pages
  • public-safe Demo Hub link
  • static review packet summary text
  • manually assembled review packet if staff/privacy distribution is approved
  • no-go status
  • unresolved questions
  • required approvals
  • blocked capabilities
  • visual QA notes

What Not to Send

real resident namesreal staff namesemailsCloudflare Access claimsJWTstokensraw identity headersreal draft bodiesprivate feedbackstaff review notesmedical detailsdiagnosis detailsmedication detailslegal case detailsinsurance 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

What to Say

  • The review packet is planning-only and no-go.
  • The packet is meant to surface unresolved staff/privacy questions before implementation planning continues.
  • The app currently records no approvals, no decisions, no drafts, and no staff actions.
  • All future implementation would require separate policy, privacy, technical, rollback, and small-pilot approvals.
  • The operator should keep Demo as product context and Operator as technical appendix/reference.

What Not to Claim

the pilot is readythe app is clinically validatedstaff have approved the workflowprivacy has approved the workflowlive submissions are availableaccounts are availableidentity capture is availablestaff decisions are availableMorning Sheet placement is availableAI review of real drafts is availableretention/deletion jobs are activeaudit logs are activeimplementation can begin without separate approval

Expected Reviewer Questions and Safe Answers

Is this live?

No. The current status is no-go and planning-only; no live protected routes, APIs, submissions, storage, approvals, or decisions exist.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Are resident identities stored?

No. Current planning forbids identity capture, real names, emails, Access claims, JWTs, tokens, and raw identity headers.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Are drafts stored?

No. There is no draft storage, draft collection, database read, database write, or active schema.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Can staff approve or reject drafts?

No. Staff decisions, approval/rejection actions, review writes, and decision records are not implemented.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Could this become surveillance?

The current boundary blocks attendance tracking, participation tracking, participation analytics, scoring, ranking, compliance metrics, and performance dashboards.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Does it track participation?

No. Attendance, participation, analytics, scoring, ranking, discipline, compliance, and performance tracking are excluded.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Does it score residents?

No. Scoring, ranking, compliance metrics, discipline points, and resident performance metrics are blocked.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Can AI review real drafts?

No. AI review of real drafts remains blocked unless a future explicit AI-use policy is approved.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Can drafts appear on the Morning Sheet?

No. Morning Sheet placement is blocked until visibility, review, consent/privacy, retention, deletion, audit, and approval gates are resolved.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

What happens if something harmful is submitted?

There is no live submission path. Future work would need staff review, escalation, incident, rollback, retention, deletion, and audit policies before implementation.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Who decides what gets blocked?

That remains unresolved. Staff/privacy reviewers must define the roles, policies, and escalation boundaries outside the app before implementation.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

What has to be approved before implementation?

Access, identity, pseudonymous actor policy, role mapping, draft content, staff review, visibility, retention, deletion, audit, escalation, rollback, support, technical schema, migration, and small-pilot gates.

no-go, planning-only, no storage, no approvals recorded, no protected APIs/routes, no tracking/scoring/analytics

Unresolved Decisions

  • who may submit pull-ups
  • who may submit push-ups
  • who can be the subject of a draft
  • whether subject notification or consent is required
  • who may review drafts
  • what content must be blocked
  • what content stays private-only
  • what content could ever be considered for Morning Sheet visibility
  • how long draft content may be retained
  • what gets deleted and under what procedure
  • what audit metadata is necessary
  • whether AI is allowed at all for real drafts
  • what stops the pilot if harm appears
  • what proof is required before implementation begins

Required Approvals

staff workflow approvalprivacy approvalidentity policy approvalpseudonymous actor policy approvalrole mapping policy approvaldraft content policy approvalpull-up safety policy approvalpush-up recognition policy approvalstaff review procedure approvalreviewer permission policy approvalMorning Sheet visibility policy approvalretention policy approvaldeletion policy approvalaudit policy approvalescalation policy approvalAI-use policy decisiontechnical schema reviewmigration reviewrollback plan approvalsmall pilot approval

Operator Preparation Checklist

  • confirm all required packet pages load
  • confirm Visual QA checklist passes manually
  • confirm no stale next-phase references
  • confirm no forms/buttons/export/download controls
  • confirm no protected live routes
  • confirm no protected APIs
  • confirm no active migrations beyond approved existing migrations
  • confirm no identity or sensitive content appears
  • confirm current no-go status is visible
  • confirm meeting audience understands no decisions are recorded in the app

After-Meeting Boundaries

  • do not enter decisions into the app
  • do not create resident/user/account records
  • do not collect draft content
  • do not create staff decision records
  • do not create protected APIs or live routes
  • use Staff/Privacy Dry-Run Debrief Template only as outside-app guidance
  • use Staff/Privacy Evidence Gap Register only as planning guidance for outside-app gaps
  • do not capture debrief notes in the app
  • do not store observations or evidence gaps in the app
  • do not record approvals or decisions in the app
  • document feedback outside the app
  • convert feedback into a future planning phase only after review
  • keep implementation no-go until approvals and technical gates are complete

What Remains Blocked

no PDF generationno export generationno downloadsno 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

Phase 10.21 — Staff/Privacy Review Packet Handoff Freeze, Planning Only

Staff handoff notes, the dry-run checklist, the debrief template, evidence gap register, and evidence gap review sequence now define what to send, what to say, what not to claim, after-meeting boundaries, rehearsal prompts, stop conditions, outside-app debrief categories, unresolved evidence gap categories, and review lanes. The next planning phase may freeze packet route order, review status, and handoff instructions as a no-go review artifact while keeping approvals, decisions, protected APIs, protected live routes, reads, writes, storage, and workflow activation blocked.

Boundaries: no PDF generation; no export generation; no download artifacts; no approval recording; no decision storage; 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.

recommended-next