Renata protected draft pilot planning

Staff/Privacy Review Packet Summary

Protected, read-only staff/privacy summary for the future draft pilot review packet.

This is a protected, read-only review packet summary. It does not collect approvals, record decisions, create staff actions, write data, or enable live workflows.

Purpose

Give staff/privacy reviewers a concise, printable overview of the draft pilot evidence package, decision template, no-go status, unresolved decisions, required approvals, and safest next review steps.

This summary is static and printable. It does not record approvals, store decisions, create staff actions, read from a database, write to a database, create protected live routes, create protected API routes, or enable a live pilot.

Current No-Go Status

Summary status

read-only-summary

read-only-summary

Decision status

not-recorded

not-recorded

Implementation status

not-started

not-started

Live pilot decision

no-go

no-go

Approvals

not-recorded

not-recorded

Staff actions

not-created

not-created

Executive Summary

  • Renata has a complete planning packet for a future protected draft pilot.
  • The pilot is not live.
  • No approvals are recorded.
  • No decisions are stored.
  • No protected live routes or APIs exist.
  • No accounts, identities, drafts, staff decisions, or database writes exist.
  • Staff/privacy review is needed before any implementation begins.

Evidence Package Summary

/protected-preview/draft-pilot-evidence-package/

The evidence package organizes planning artifacts, unresolved gates, safety boundaries, staff/privacy questions, technical evidence, privacy evidence, staff workflow evidence, required approvals, and go/no-go requirements.

It does not approve implementation, collect drafts, create staff decisions, create protected API routes, create protected live routes, read databases, write databases, or activate migrations.

planning-only

Decision Template Summary

/protected-preview/staff-privacy-decision-record-template/

The decision template gives reviewers static decision sections, approver role labels, default unresolved values, go/no-go checklist items, prohibited approvals, and evidence references.

It records no approvals, stores no decisions, creates no staff actions, and remains default no-go.

read-only-template

Unresolved Decisions

who may submit pull-upswho may submit push-upswho may be the subject of a pull-upwho may be the subject of a push-upwhether subject notification is requiredwhether subject consent is required before public visibilitywho may review draftswhat reviewer role permissions are requiredwhat content must be blockedwhat content may remain private-onlywhat content may be considered for Morning Sheet visibilitywhether any real draft content may be storedretention window for draftsretention window for private feedbackretention window for blocked draftsdeletion rights and procedureaudit visibilityAI-use policyescalation policyincident/support procedurepilot group size and compositionrollback procedure

Required Approvals

  • staff workflow approval
  • privacy approval
  • identity policy approval
  • pseudonymous actor policy approval
  • role mapping policy approval
  • draft content policy approval
  • pull-up safety policy approval
  • push-up recognition policy approval
  • staff review procedure approval
  • reviewer permission policy approval
  • Morning Sheet visibility policy approval
  • retention policy approval
  • deletion policy approval
  • audit policy approval
  • escalation policy approval
  • AI-use policy decision
  • technical schema review
  • migration review
  • rollback plan approval
  • small pilot approval

Technical Safety Summary

  • no protected live routes exist
  • no protected API routes exist
  • no GET/POST/PATCH/DELETE handlers exist for draft pilot workflows
  • no D1 queries are added
  • no database reads are added
  • no database writes are added
  • active migrations remain outside the draft pilot planning stack
  • future route, API, schema, read-runtime, write-endpoint, and staff-review write plans remain metadata-only

Privacy Safety Summary

  • no approvals are recorded
  • no decisions are stored
  • no account storage exists
  • no actor storage exists
  • no identity capture exists
  • no real names, emails, tokens, JWTs, groups, or Cloudflare Access claims are returned or stored
  • no resident profiles or staff profiles exist
  • no sensitive community content is stored
  • attendance tracking, participation tracking, participation analytics, scoring/ranking/compliance metrics, clinical claims, and resident performance analytics remain excluded

Staff Workflow Summary

  • staff/privacy review is still outside the app
  • no staff actions are created
  • no staff decision records are created
  • no approval, rejection, escalation, save, or submit controls exist
  • no live draft collection exists
  • no live submissions exist
  • no Morning Sheet placement exists
  • reviewers should use the evidence package and decision template as read-only discussion materials

Prohibited Shortcuts

building forms before approvalcreating API routes before schema and policy gatesstoring identity before identity policystoring draft bodies before retention/deletion approvalallowing staff decisions before audit policyallowing public Morning Sheet placement before visibility policyAI review of real draftsresident-wide launchexportstracking participationscoring/ranking/compliance metricsclinical claims

Recommended Staff/Privacy Review Sequence

Step Review item Status Decision status
1 Read Draft Pilot Evidence Package. read-only not-recorded
2 Review Staff/Privacy Decision Record Template. read-only not-recorded
3 Review Access Claim Boundary. read-only not-recorded
4 Review Actor Reference and Role Mapping planning. read-only not-recorded
5 Review Draft Schema and Staff Review Procedure. read-only not-recorded
6 Review Morning Sheet Visibility, Retention/Deletion, and Audit policies. read-only not-recorded
7 Review Activation Readiness no-go status. read-only not-recorded
8 Decide whether a future implementation planning package may proceed. read-only not-recorded
9 Do not approve live pilot until all policy and technical gates are satisfied. read-only not-recorded

What Remains Blocked

no approvals are recordedno decisions are storedno staff decisions are createdno database readsno database writesno live draft collectionno live submissionsno account storageno actor storageno identity captureno role assignmentno Morning Sheet placementno protected live routesno protected API routesno active migrationsno attendance trackingno participation trackingno participation analyticsno scoring/ranking/compliance metricsno OpenAI submission processing

Next Planning Phase

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

The packet summary now sits inside the current staff/privacy review packet path with print style boundaries, manual assembly, visual QA, staff handoff, dry-run, debrief, evidence gap register, and evidence gap review sequence planned. 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 export generation; no download artifacts; no approval recording; no decision storage; no live pilot; 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