Renata protected review packet planning

Staff/Privacy Review Packet Handoff Freeze, Planning Only

Protected, read-only handoff freeze for the staff/privacy planning packet. It freezes packet order and safe handoff wording only; it is not an approval, decision record, gate closure, readiness signoff, route controller, export package, storage record, or live pilot launch.

Purpose

Freeze the staff/privacy review packet order, handoff posture, review status language, outside-app handoff instructions, and blocked capability reminders as a static no-go planning artifact.

Current Boundary Status

Intended Audience

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

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

Primary Freeze Statement

What This Freeze Is

static handoff freezepacket-order referenceoutside-app handoff guidancereview status language boundaryblocked capability remindersafe staff-facing wording referenceno-go planning artifact

What This Freeze Is Not

not an approvalnot a decision recordnot a gate closurenot a readiness signoffnot an implementation authorizationnot a live workflow activationnot a route controllernot a packet-status databasenot a storage recordnot an export packagenot a generated file artifactnot a staff decision surfacenot a live pilot launch

Frozen Packet Order

Frozen Handoff Instructions

  • Open and read the packet outside the app.
  • Use role labels only.
  • Do not enter names, notes, outcomes, approvals, decisions, evidence gaps, or review findings into the app.
  • Any real discussion happens outside the app.
  • Any implementation request after review requires a separate future planning phase and explicit approval outside this static packet.
  • Stop if anyone asks to record approvals, decisions, notes, meeting minutes, attendance, answers, outcomes, gate evidence, resident names, staff names, draft bodies, sensitive content, or implementation status in the app.

Staff-Safe Language

Handoff Freeze Items

Outside-App Documentation Guidance

  • Real discussion, if any, happens outside the app.
  • Do not copy notes, outcomes, approvals, decisions, resident data, staff data, draft content, or sensitive content into the app.
  • Future planning prompts may be drafted only after outside-app review.
  • Planning prompts must remain planning-only until separately approved.

What Not To Document

real resident namesreal staff namesemailsCloudflare Access claimsJWTstokensraw identity headersreal draft bodiesprivate feedbackstaff notesmedical detailslegal detailsinsurance detailstrauma detailssubstance-use disclosures from residentsattendance dataparticipation datascoring/ranking/compliance metricsresident performance judgmentsclinical claimsAI analysis of real draftsapprovalsdecisionsreadiness statusgate statushandoff recordspacket status recordsoutcome recordsassignment recordstask recordsworkflow routing records

Stop Conditions

  • anyone treats the freeze as approval
  • anyone treats the freeze as implementation readiness
  • anyone asks to close a gate in the app
  • anyone asks to record readiness in the app
  • anyone asks to enter names, emails, drafts, staff notes, resident details, or sensitive content
  • anyone asks to capture notes, answers, outcomes, approvals, decisions, attendance, meeting minutes, or gate evidence
  • anyone asks to create protected APIs, protected live routes, database reads/writes, tracking, scoring, analytics, or Morning Sheet placement from this packet

Conversion Rules For Future Planning Phases

  • No freeze label becomes implementation authorization.
  • No closed-planning-packet label becomes approval.
  • No static route order becomes a workflow.
  • No review question becomes an answer record.
  • No possible outcome becomes stored outcome.
  • No handoff instruction becomes a staff decision.
  • No outside-app discussion becomes in-app minutes.
  • No page becomes a route, API, database table, task, assignment, staff decision surface, or live workflow.
  • No safety boundary becomes clinical validation.
  • No future planning lane becomes a live queue.

What Remains Blocked

no implementation authorizationno readiness approvalno gate approvalno gate closureno approval recordingno decision recordingno packet status storageno current-state storageno handoff record storageno notesno meeting minutesno attendance captureno answer captureno outcome captureno evidence-gap storageno review-finding storageno task creationno assignment creationno workflow routingno identity captureno account storageno actor storageno draft storageno submissionsno staff decisionsno Morning Sheet placementno protected API routesno protected live routesno database readsno database writesno active migrationsno exportsno downloadsno PDF generationno ZIP generationno trackingno analyticsno scoringno OpenAI submission processingno formsno inputsno textareasno checkboxesno buttons

Current Next Step