Renata protected review packet planning

Staff/Privacy Evidence Gap Register, Planning Only

Protected, read-only planning register for unresolved staff/privacy evidence gaps. It is not a live register and stores nothing.

Purpose

Define a read-only planning structure for organizing staff/privacy evidence gaps found outside the app, without storing notes, observations, approvals, decisions, evidence gaps, drafts, identities, database records, protected routes, APIs, or live workflow state.

Current Evidence Gap Boundary

Intended Audience

operatorprogram-leadprivacy-ownerclinical-or-program-reviewertechnical-ownerstaff-review-leadobserver-note-taker

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

Source Pages

Route Source purpose Evidence contribution Limitation Status
/protected-preview/staff-privacy-dry-run-debrief-template/ Dry-run debrief structure. Outside-app debrief categories and after-debrief boundaries. Does not store actual debrief notes, observations, evidence gaps, approvals, or decisions. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/staff-privacy-review-dry-run-checklist/ Dry-run rehearsal checklist. Simulated reviewer questions, safe answers, stop conditions, and observation categories. Does not conduct a real review or record outcomes. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/review-packet-staff-handoff-notes/ Non-technical handoff guidance. What to send, what not to claim, safe answers, and after-meeting boundaries. Does not send packet artifacts or record handoff outcomes. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/review-packet-visual-qa-checklist/ Manual visual QA checklist. Stale-reference checks, navigation checks, blocked-chip checks, and content exclusions. Does not store QA findings or generate files. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/review-packet-manual-assembly-checklist/ Manual assembly checklist. Required packet pages, redaction checks, and sharing boundaries. Does not assemble, export, or download a packet. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/staff-privacy-review-packet-summary/ Concise review packet summary. Meeting-ready summary of evidence, approvals, and unresolved decisions. Does not record approvals or decisions. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/draft-pilot-evidence-package/ Full planning evidence package. Planning artifacts, unresolved gates, technical evidence, and privacy/staff questions. Does not prove implementation readiness. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/staff-privacy-decision-record-template/ Decision areas template. Default unresolved/not-approved/no-go decision areas and checklist. Does not record any decision. manual-reference-only / not-generated / not-recorded / not-stored
/protected-preview/staff-privacy-review-walkthrough-script/ Presentation walkthrough. Route sequence, reviewer questions, objections, and safe answers. Does not conduct an official review. manual-reference-only / not-generated / not-recorded / not-stored

Evidence Gap Categories

Static Evidence Gap Rows

Required Evidence By Category

Owner Role Labels

privacy-ownertechnical-ownerprogram-leadstaff-review-leadclinical-or-program-revieweroperator

Outside-App Documentation Guidance

  • document real debrief notes outside the app
  • do not store evidence gaps in the app
  • do not store observations in the app
  • do not store approvals in the app
  • do not store decisions in the app
  • do not copy resident, staff, identity, draft, clinical, legal, medical, or trauma details into the app
  • summarize gaps as policy/technical questions only
  • convert outside-app findings into future planning prompts only after review
  • keep implementation no-go until approvals and technical gates are complete

What Not To Document

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 draftsreviewer opinions tied to real peoplestaff performance judgmentsresident performance judgmentsofficial approval decisionsofficial rejection decisions

Conversion Rules For Future Planning Phases

  • each evidence gap may become a future planning phase only after outside-app review
  • no gap row becomes implementation authorization
  • no gap row becomes an approval record
  • no gap row becomes a staff decision
  • no gap row becomes a live task record
  • future phases must remain planning-only until explicit implementation approval
  • technical gaps require policy approval before schema/API work
  • privacy gaps require privacy-owner review before any storage planning
  • staff workflow gaps require staff-review-lead review before any review queue design
  • AI-use gaps must remain blocked until explicit AI-use policy exists
  • Morning Sheet visibility gaps must remain blocked until visibility, consent, and review policy are approved

Stop Conditions

  • evidence gap page is interpreted as a live register
  • reviewer believes gaps are being stored in the app
  • reviewer believes approval has been recorded
  • reviewer believes implementation may begin
  • reviewer asks to enter real names, emails, draft content, staff notes, or sensitive details
  • any page implies live workflow, live draft collection, protected APIs, protected live routes, database reads, or database writes
  • any page implies tracking, scoring, participation analytics, discipline, compliance, surveillance, or clinical validation
  • any owner role is replaced by a real person name or email
  • any collection surface, entry control, selection control, long-text entry control, action control, export/download control, note-entry surface, or persistence control appears

What Remains Blocked

no live registerno note captureno observation storageno evidence gap storageno 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