Renata protected review packet planning

Staff/Privacy Review Question Bank, Planning Only

Protected, read-only question bank for outside-app staff/privacy review. It is a static reference page, not a questionnaire, intake surface, or review workflow.

This is a protected, read-only staff/privacy review question bank. It does not collect answers, store question responses, capture notes, record approvals, record decisions, write data, generate files, or enable live workflows.

Purpose

Provide a static bank of staff/privacy review questions for outside-app review of the packet, Evidence Gap Register, and Evidence Gap Review Sequence without collecting answers, notes, observations, evidence gaps, approvals, decisions, identities, drafts, routes, APIs, database records, or live workflow state.

Use these questions outside the app only. The page provides prompts, evidence reminders, stop conditions, and conversion rules; it never accepts or stores answers.

Current Question Bank Boundary

Question bank status

read-only-staff-privacy-review-question-bank-plan

read-only-staff-privacy-review-question-bank-plan

Answer capture status

not-captured

not-captured

Question-answer storage status

not-stored

not-stored

Note capture status

not-captured

not-captured

Observation storage status

not-stored

not-stored

Evidence-gap storage status

not-stored

not-stored

Review-finding storage status

not-stored

not-stored

Approval status

not-recorded

not-recorded

Decision status

not-recorded

not-recorded

Implementation status

not-started

not-started

Live pilot decision

no-go

no-go

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

Question Groups By Lane

Opening Boundary Confirmation

Group id: opening-boundary-confirmation; intended role label: operator

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  1. Is this still a manual planning-only review?

    Confirm the review is not a live workflow.

    Evidence to look for: no-go status; planning-only notice; read-only route boundary.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. Is everyone clear that no approval, decision, finding, note, or answer is being recorded in the app?

    Prevent confusion between a reference page and a recording system.

    Evidence to look for: not-recorded statuses; not-captured statuses; not-stored statuses.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. Is the current outcome still no-go until policy and technical gates are complete?

    Keep implementation blocked unless future approvals and gates are separately satisfied.

    Evidence to look for: live pilot decision no-go; implementation status not-started.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Identity / Access / Pseudonymous Actors

Group id: identity-access-pseudonymous-actors; intended role label: privacy-owner

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  1. What identity values may ever be stored?

    Clarify whether any identity data could be permitted in a future implementation.

    Evidence to look for: approved identity policy; no-claim-storage boundary.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What must remain outside the app?

    Keep names, emails, claims, tokens, and identity headers out of app records.

    Evidence to look for: explicit exclusion list; Cloudflare Access boundary.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. How will Cloudflare Access remain an outer access boundary only?

    Confirm Access protects routes without app claim storage or claim display.

    Evidence to look for: Access claim boundary review; no identity claim exposure rule.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What actor or role-mapping evidence is missing?

    Surface missing pseudonymous actor lifecycle and role mapping policy.

    Evidence to look for: actor reference planning; role mapping planning.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  5. What proves no real resident/staff names, emails, tokens, or identity headers enter the app?

    Require concrete evidence that identity capture remains absent.

    Evidence to look for: route safety tests; helper safety boundaries; no identity storage status.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Draft Content / Consent / Subject Notification

Group id: draft-content-consent-subject-notification; intended role label: clinical-or-program-reviewer

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  1. What real draft content may ever be stored, if any?

    Identify whether any future draft body storage could be allowed.

    Evidence to look for: draft content policy; retention and deletion policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What content must remain private-only or blocked?

    Separate private-only feedback from public or blocked content.

    Evidence to look for: blocked content categories; private-only policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. When is subject notification required?

    Clarify subject notification requirements before visibility or review.

    Evidence to look for: subject notification policy; staff workflow policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What consent or visibility policy evidence is missing?

    Identify policy evidence required before public consideration.

    Evidence to look for: consent policy; Morning Sheet visibility policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  5. What proves real drafts are not being collected now?

    Confirm there are no draft collection routes, storage, forms, or submissions.

    Evidence to look for: no live draft collection status; no protected write endpoints.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Staff Review / Escalation / Harmful Content

Group id: staff-review-escalation-harmful-content; intended role label: staff-review-lead

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  1. Who may review drafts in the future?

    Define future reviewer role boundaries without assigning real users.

    Evidence to look for: reviewer role policy; role-label-only approver plan.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What reviewer permissions are required?

    Clarify least-privilege future review permissions.

    Evidence to look for: reviewer permission policy; staff review procedure.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What harmful-content escalation rules are needed?

    Define how harmful content would be handled outside automatic decisions.

    Evidence to look for: harmful-content escalation policy; support/incident path.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What must remain private-hold, blocked, or outside the app?

    Prevent unsafe content from entering public or automated workflows.

    Evidence to look for: private-hold criteria; blocked content list.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  5. What proves staff decisions are not active now?

    Confirm there are no approval, rejection, review write, or staff decision surfaces.

    Evidence to look for: no staff decisions status; no review writes status.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Morning Sheet Visibility

Group id: morning-sheet-visibility; intended role label: program-lead

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  1. What can ever appear publicly or semi-publicly?

    Define the narrow conditions for any future visibility.

    Evidence to look for: visibility policy; subject consent policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. Who approves visibility and redaction?

    Clarify outside-app approval authority for visibility.

    Evidence to look for: program lead review; privacy owner review.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What must remain private-only?

    Protect sensitive or non-consented content from public display.

    Evidence to look for: private-only policy; redaction rules.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What proves there is no real Morning Sheet placement now?

    Confirm no content placement, publishing, or automatic visibility exists.

    Evidence to look for: no Morning Sheet placement status; no live workflow status.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Retention / Deletion / Audit

Group id: retention-deletion-audit; intended role label: privacy-owner

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  1. What is retained?

    Define future retention categories only after policy review.

    Evidence to look for: retention policy; data category inventory.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What is deleted?

    Clarify deletion rights, timing, and procedure.

    Evidence to look for: deletion policy; deletion procedure.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What minimal audit metadata is allowed?

    Ensure audit metadata is non-content and minimized.

    Evidence to look for: audit policy; audit visibility policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What must never be retained?

    Protect draft bodies, private feedback, sensitive details, and identity data unless explicitly approved.

    Evidence to look for: prohibited content list; identity policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  5. What proves no live audit, deletion, or retention workflow is active now?

    Confirm there are no audit writes, retention jobs, deletion jobs, or storage.

    Evidence to look for: no audit writes status; no retention/deletion jobs.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Technical Implementation Boundary

Group id: technical-implementation-boundary; intended role label: technical-owner

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  1. What schema, migration, API, read route, write route, rollback, and incident evidence is missing?

    Collect the technical evidence categories that still block implementation.

    Evidence to look for: schema review; migration validation; rollback plan; incident plan.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What protected read runtime policy is needed?

    Define future read boundaries before any runtime reads exist.

    Evidence to look for: protected read runtime plan; privacy-safe response policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What protected write endpoint policy is needed?

    Define future write boundaries before any write endpoints exist.

    Evidence to look for: write endpoint design; staff review write design.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What proves there are no protected APIs, protected live routes, database reads, or database writes now?

    Confirm implementation remains not-started.

    Evidence to look for: route inventory; public route safety tests; migration inventory.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

AI Use / Automation

Group id: ai-use-automation; intended role label: privacy-owner

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  1. May AI ever process real drafts?

    Require explicit AI-use policy before any real-draft processing.

    Evidence to look for: AI-use policy; explicit prohibition or approval.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What automatic actions must remain blocked?

    Keep automatic decisions and placement out of the system.

    Evidence to look for: automation prohibition list; staff review policy.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What explicit AI-use policy is required before any future pilot?

    Clarify approval authority and redaction boundaries.

    Evidence to look for: privacy owner approval; technical owner review.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What proves there is no OpenAI processing of real submissions now?

    Confirm AI is not wired to real peer/community submissions.

    Evidence to look for: no OpenAI submission processing status; source-only packet boundary.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  5. What proves no automatic Morning Sheet placement exists?

    Confirm visibility remains manual policy planning only.

    Evidence to look for: no automatic placement policy; no Morning Sheet placement status.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Pilot Scope / Support

Group id: pilot-scope-support; intended role label: program-lead

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  1. What is the smallest safe pilot?

    Identify narrow future pilot scope only after approvals.

    Evidence to look for: small pilot scope evidence; support coverage.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. Who supports incidents?

    Clarify role-label incident support ownership.

    Evidence to look for: incident support plan; program lead review.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What rollback and stop path exists?

    Require rollback and stop criteria before implementation planning.

    Evidence to look for: rollback plan; stop conditions.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What proves there is no live pilot now?

    Confirm no live accounts, drafts, submissions, decisions, or storage exist.

    Evidence to look for: live pilot decision no-go; implementation status not-started.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Language / Confusion Risk

Group id: language-confusion-risk; intended role label: operator

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  1. What wording could be misread as approval, launch readiness, surveillance, punishment, tracking, scoring, or clinical validation?

    Catch language that could create false confidence or harm.

    Evidence to look for: visual QA findings; handoff notes.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What wording must be changed before presentation?

    Identify wording edits before staff/privacy presentation.

    Evidence to look for: language risk review; operator review.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What terms should remain no-go, not-recorded, not-stored, or planning-only?

    Preserve the core safety vocabulary across packet pages.

    Evidence to look for: status cards; route safety notes.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Distribution / Sharing

Group id: distribution-sharing; intended role label: privacy-owner

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  1. How may review packet material be shared?

    Clarify protected staff/privacy distribution boundaries.

    Evidence to look for: distribution policy; sharing boundary.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What must be redacted?

    Identify identity, draft, staff, clinical, legal, and sensitive content exclusions.

    Evidence to look for: redaction policy; content exclusion list.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What cannot be distributed?

    Prevent public posting, sales distribution, or sensitive data sharing.

    Evidence to look for: distribution boundaries; what not to send.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  4. What proves there are no generated exports, downloads, PDFs, ZIPs, or share artifacts?

    Confirm export planning remains planning-only.

    Evidence to look for: not-generated statuses; no download artifacts.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Stop Conditions

Group id: stop-conditions; intended role label: observer-note-taker

static-question-group not-captured not-stored
  1. What question, answer, or uncertainty should immediately stop the review?

    Define stopping rules for ambiguity, sensitive content, or implementation pressure.

    Evidence to look for: stop condition list; visual QA criteria.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  2. What conditions keep implementation blocked?

    Connect unresolved questions to no-go implementation status.

    Evidence to look for: blocked capabilities; required gates.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

  3. What issues must become future planning phases instead of implementation work?

    Route unresolved issues into future planning rather than live build work.

    Evidence to look for: conversion rules; outside-app documentation guidance.

    Sufficient evidence: Responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.

    Unresolved outcome: requires-future-planning-phase

    Do not answer this question in the app. Do not capture notes, observations, evidence gaps, approvals, decisions, or review findings in the app.

    Blocked reminder: planning-only; no answer capture; no question-answer storage; no approval or decision recording

Evidence Sufficiency Guidance

  • A question is sufficiently answered only when the responsible role label, policy boundary, privacy consequence, implementation implication, and outside-app decision authority are clear.
  • A question remains unresolved when it lacks an owner role, uses vague approval language, omits storage consequences, or implies implementation can begin.
  • A question must not be answered inside the app, and no answer may become an approval, decision, note, observation, evidence gap, task, route, API, migration, or storage record.

Unresolved Outcome Guidance

requires-policy-owner-review / planning-only / not-storedrequires-privacy-owner-review / planning-only / not-storedrequires-staff-review-lead-review / planning-only / not-storedrequires-technical-owner-review / planning-only / not-storedrequires-program-lead-review / planning-only / not-storedrequires-clinical-or-program-reviewer-review / planning-only / not-storedrequires-language-revision / planning-only / not-storedrequires-future-planning-phase / planning-only / not-storedrequires-stop-condition-review / planning-only / not-storedremains-blocked / planning-only / not-stored

Outside-App Documentation Guidance

  • use the question bank outside the app only
  • document any discussion outside the app with role labels only
  • do not copy real resident, staff, identity, draft, clinical, legal, trauma, or private details into the app
  • do not record answers, notes, observations, evidence gaps, approvals, decisions, or review findings in the app
  • convert unresolved questions into future planning candidates only after appropriate outside-app review
  • keep implementation no-go until all policy, privacy, staff workflow, technical, rollback, and pilot-scope 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 metricsresident performance metricsclinical claimsAI analysis of real draftsanswer recordsreviewer opinions tied to real peopleofficial approval decisionsofficial rejection decisions

Stop Conditions

  • someone asks to answer questions in the app
  • someone asks to record notes in the app
  • someone asks to store observations, evidence gaps, review findings, approvals, or decisions in the app
  • someone asks to enter real names, emails, draft content, staff notes, or sensitive details
  • a question implies the pilot is approved, live, clinically validated, surveilling residents, punishing residents, tracking participation, scoring, ranking, or measuring compliance
  • a question implies protected APIs, protected live routes, database reads, database writes, active migrations, draft storage, staff decisions, or Morning Sheet placement exist
  • a reviewer wants unresolved questions to become implementation tasks before outside-app review

Conversion Rules For Future Planning Phases

  • a question may become a future planning phase only after outside-app review
  • no question becomes implementation authorization
  • no question becomes an approval record
  • no question becomes a decision record
  • no question becomes a staff decision
  • no question creates storage, tables, routes, APIs, migrations, writes, reads, or live workflows
  • policy questions must be resolved before implementation design
  • privacy questions must be resolved before storage design
  • staff workflow questions must be resolved before staff review writes
  • technical questions must be resolved before active migrations or APIs
  • AI-use questions must remain blocked until explicit AI-use policy exists
  • visibility questions must remain blocked until visibility, consent, redaction, and review policy are approved

What Remains Blocked

no questionnaire workflowno answer captureno question-answer storageno note captureno observation storageno evidence gap storageno review finding storageno collection surfacesno entry controlsno long-text entry controlsno selection controlsno selection controlsno selection controlsno action controlsno exportsno downloadsno PDF generationno ZIP generationno approval recordingno decision recordingno 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

The question bank now provides static staff/privacy prompts for outside-app review and the meeting agenda can organize them manually. The next planning phase may map possible unresolved outcomes into planning lanes while keeping outcome capture, attendance capture, note capture, answer capture, approvals, decisions, workflow activation, exports, protected APIs, protected live routes, reads, writes, storage, and implementation readiness blocked.

Boundaries: no attendance capture; no note capture; no answer capture; no approval recording; no decision recording; 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.

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