Renata protected review packet planning

Review Packet Visual QA Checklist

Protected, read-only checklist for manually inspecting staff/privacy review packet pages.

Purpose

Give the operator a manual, read-only visual QA checklist for staff/privacy review packet pages before sharing or presenting them, while keeping PDF generation, exports, approvals, decision recording, protected APIs, protected live routes, reads, writes, and live workflows blocked.

Current Visual QA Boundary

Required Pages to Inspect

Visual Checks

  • title is correct
  • prominent read-only/no-go note is visible
  • no-go status appears near the top where applicable
  • decision status is not-recorded
  • implementation status is not-started
  • export/PDF status is not-generated where applicable
  • manual assembly status is manual-only / not-generated
  • cards do not split awkwardly when printed
  • decision cards appear before wide tables
  • wide tables are labeled secondary/reference/appendix
  • blocked chips are deduped within each page
  • long inventories are secondary or appendix material
  • route inventory does not dominate the main review flow
  • Operator diagnostics are clearly technical appendix/reference
  • full safety notes wrap normally and remain readable
  • next phase references are current
  • Review Packet Manual Assembly Checklist appears in grouped navigation
  • Demo and Operator grouped navigation include the review packet path
  • Review Packet Visual QA Checklist appears in grouped navigation after implementation
  • Review Packet Staff Handoff Notes appears in grouped navigation after implementation
  • Staff/Privacy Review Dry-Run Checklist appears in grouped navigation after implementation
  • Staff/Privacy Dry-Run Debrief Template appears in grouped navigation after implementation
  • Staff/Privacy Evidence Gap Register appears in grouped navigation after implementation
  • Staff/Privacy Evidence Gap Review Sequence appears in grouped navigation after implementation
  • Staff/Privacy Review Question Bank appears in grouped navigation after implementation
  • Staff/Privacy Review Meeting Agenda appears in grouped navigation after implementation
  • Staff/Privacy Review Outcome Routing Map appears in grouped navigation after implementation
  • Staff/Privacy Review Gate Criteria Matrix appears in grouped navigation after implementation
  • Staff/Privacy Review Packet Current-State Index appears in grouped navigation after implementation
  • Staff/Privacy Review Packet Static Closure Note appears in grouped navigation after implementation
  • Staff/Privacy Review Packet Handoff Freeze appears in grouped navigation after implementation

Stale-Reference Checks

  • old recommended next phases pointing to already completed phases
  • Phase 10.1 as current next phase
  • Phase 10.3 as current next phase
  • Phase 10.4 as current next phase
  • Phase 10.5 as current next phase after 10.5 is complete
  • Phase 10.6 as current next phase after 10.6 is complete
  • Phase 10.7 as current next phase after 10.7 is complete
  • missing Phase 10.8 as current phase during this implementation
  • missing Phase 10.9 as next phase after this implementation
  • missing Phase 10.10 as next phase after staff handoff notes implementation
  • missing Phase 10.11 as next phase after dry-run checklist implementation
  • missing Phase 10.12 as next phase after dry-run debrief template implementation
  • Phase 10.11 must not appear as the active recommended next phase after debrief path cleanup
  • Phase 10.12 must not appear as the active recommended next phase after evidence gap register implementation
  • Phase 10.14 must not appear as the active recommended next phase after question bank implementation
  • Phase 10.15 must not appear as the active recommended next phase after meeting agenda implementation
  • Phase 10.16 must not appear as the active recommended next phase after outcome routing map implementation
  • Phase 10.17 must not appear as the active recommended next phase after gate criteria matrix implementation
  • Phase 10.19 must not appear as the active recommended next phase after current-state index implementation
  • Phase 10.20 must not appear as the active recommended next phase after static closure note implementation
  • Phase 10.21 must not appear as the active recommended next phase after handoff freeze implementation
  • Outside-app staff/privacy review - no app change must appear as the current recommended next step
  • Historical roadmap/release-note references may mention prior phases; the failure applies to active Recommended Next Phase blocks and current navigation summaries.

Navigation Checks

  • Demo includes the Review Packet Visual QA Checklist in the Staff Review Packet group after this phase.
  • Operator includes the Review Packet Visual QA Checklist in the Staff Review Packet group after this phase.
  • Review Packet Manual Assembly Checklist links forward to Review Packet Visual QA Checklist.
  • Review Packet Print Styles Planning links forward to Review Packet Visual QA Checklist or the current review packet path.
  • Review Packet PDF Layout Planning links forward to current review packet path or Visual QA.
  • Review Packet Export Planning remains linked from the review packet stack.
  • Review Packet Staff Handoff Notes remains linked from the review packet stack.
  • Staff/Privacy Review Dry-Run Checklist remains linked from the review packet stack.
  • Staff/Privacy Dry-Run Debrief Template remains linked from the review packet stack.
  • Staff/Privacy Evidence Gap Register remains linked from the review packet stack.
  • Staff/Privacy Evidence Gap Review Sequence remains linked from the review packet stack.
  • Staff/Privacy Review Question Bank remains linked from the review packet stack.
  • Staff/Privacy Review Meeting Agenda remains linked from the review packet stack.
  • Staff/Privacy Review Outcome Routing Map remains linked from the review packet stack.
  • Staff/Privacy Review Gate Criteria Matrix remains linked from the review packet stack.
  • Staff/Privacy Review Non-Authorization Summary remains linked from the review packet stack.
  • Staff/Privacy Review Packet Current-State Index remains linked from the review packet stack.
  • Staff/Privacy Review Packet Static Closure Note remains linked from the review packet stack.
  • No navigation item points to /protected/ live routes.
  • No navigation item points to /api/protected routes.
  • Any future-not-created item must not render as an active link.

Blocked-Chip Checks

  • no duplicate blocked chips within the same rendered blocked list
  • no duplicated row of the same blocked capabilities on export planning pages
  • blocked chips are labels only, not controls
  • blocked chips do not imply action or status toggling
  • blocked chips preserve essential blocked categories: no PDF generation, no export generation, no downloads, no approvals recorded, no decisions stored, no staff decisions, no database reads, no database writes, no protected APIs, no protected live routes, no live drafts, no submissions, no account storage, no actor storage, no identity capture, no role assignment, no Morning Sheet placement, no attendance tracking, no participation tracking, no participation analytics, no scoring/ranking/compliance metrics, and no OpenAI submission processing

Print Readability Checks

  • primary packet pages are readable without horizontal scrolling
  • decision cards are readable before the wide table
  • wide decision table is secondary/reference/appendix
  • long route inventories are secondary/appendix
  • Operator diagnostics are not treated as core staff/privacy packet content
  • Operator can remain long because it is a technical reference route
  • long safety notes wrap with readable line height
  • route inventory does not appear before staff/privacy review summary content
  • large blank gaps are acceptable only when caused by print break preservation and not excessive across core pages
  • Recommended Next Phase boxes are readable and not clipped

Safety Boundary Checks

  • no page implies the draft pilot is live
  • no page implies approvals are recorded
  • no page implies decisions are stored
  • no page implies PDF/export is generated
  • no page implies protected routes or APIs exist
  • no page implies database reads or writes are active
  • no page implies draft collection exists
  • no page implies staff decisions are active
  • no page implies Morning Sheet placement is active
  • no page implies identity capture or actor storage is active
  • no page implies attendance, participation, analytics, scoring, ranking, discipline, compliance, or performance tracking exists

Content Exclusion Checks

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 metricsresident performance metricsclinical claimsAI analysis of real drafts

Pass/Fail Guidance

Operator Appendix Checks

  • Operator diagnostics remain available as technical reference.
  • Operator source and recovery diagnostics are not part of the core staff/privacy packet unless explicitly requested.
  • Operator grouped navigation includes the current review packet path.
  • Operator full protected workflow boundary remains readable and labeled as reference material.
  • Operator does not expose identity, claims, tokens, live draft data, staff decisions, analytics, scoring, or storage.

What Remains Blocked

no PDF generationno export generationno downloadsno approval recordingno decision storageno gate approvalno gate closureno readiness approvalno implementation authorizationno 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