Renata protected planning

Workflow Set Admin Preview

Protected, read-only preview of future workflow templates, module groups, review gates, lifecycle labels, and launch blockers.

This is a protected, read-only workflow-set admin preview. It does not create workflows, save settings, assign users, enable submissions, or mutate configuration.

Purpose

This preview shows how Renata may eventually define workflow-set templates for a deployment before any workflow admin CRUD, module activation, user assignment, live submission collection, or configuration write exists.

It is not live workflow management. It is static planning metadata for staff/privacy review.

What A Workflow Set Is

A workflow set is a planned bundle of modules, gates, and lifecycle boundaries for a Renata deployment. In a future approved version, it could define which packet, draft, review, placement, retention, and admin modules are available for a community.

In this phase, workflow sets are preview-only. No lifecycle state triggers behavior.

Default Renata Workflow Set

Default Renata workflow set

preview-only

Modules: daily-packet, presenter-script, morning-sheet, pullup-pushup-drafts, policy-preview, staff-review, morning-sheet-placement, retention-and-audit, operator-diagnostics

  • Default Renata workflow modules are shown as planning metadata only.
  • No live workflow CRUD, module activation, user assignment, submissions, identity storage, or configuration writes exist.

Future Module Map

Public/static packet modules

  • Daily Packet
    live-static

    Public/source-backed packet output; no community submissions.

  • Presenter Script
    live-static

    Read-only script derived from packet data.

  • Operator Diagnostics
    live-static

    Read-only packet and planning diagnostics; not staff admin.

Protected planning modules

  • Account Setup Preview
    protected-preview

    Synthetic account and role planning only.

  • Live Workflow Readiness
    planning-only

    Readiness matrix only; no live launch control.

  • Data Schema Design
    planning-only

    Schema metadata only; no migrations or writes.

Future draft modules

  • Pull-Up / Push-Up Drafts
    blocked-before-live

    Blocked until account, role, privacy, review, retention, and audit gates are approved.

  • Policy Preview
    synthetic-only

    Deterministic preview rules only; no real submission processing.

Future staff review modules

  • Staff Review
    requires-staff-approval

    No review decisions, notes, approvals, or rejections are active.

Future Morning Sheet placement modules

  • Morning Sheet Preview
    synthetic-only

    Static preview only; no real placement is created.

  • Morning Sheet Placement
    blocked-before-live

    Blocked until staff approval, retention policy, and audit design exist.

Future retention/audit modules

  • Retention And Audit
    requires-privacy-approval

    Planning only; no retention jobs, audit records, exports, or deletion behavior exist.

Future admin configuration modules

  • Role Set Admin
    protected-preview

    Preview-only role templates; no role CRUD or user assignment.

  • Workflow Set Admin
    protected-preview

    Preview-only workflow templates; no workflow CRUD or module activation.

  • User Admin
    blocked-before-live

    Blocked until account model, identity policy, and privacy approval exist.

Future Workflow Templates

Morning Meeting Only

A deployment shape focused on the Daily Packet, Presenter Script, and Operator diagnostics.

ID
morning-meeting-only
Status
preview-only

Modules: daily-packet, presenter-script, operator-diagnostics

Required gates: source review, packet QA

Excluded modules: pullup-pushup-drafts, staff-review, morning-sheet-placement, user-admin

Preview-only template. It excludes live accountability drafts, identity mapping, and workflow activation.

Accountability Lite

A future planning shape for policy-preview education before any live pull-up or push-up collection.

ID
accountability-lite
Status
preview-only

Modules: daily-packet, presenter-script, policy-preview, operator-diagnostics

Required gates: staff review policy, privacy review

Excluded modules: live pull-up collection, live push-up collection, approving submissions, user-admin

Preview-only template. Draft collection and staff decisions remain blocked.

Staff-Reviewed Community

A future deployment shape where drafts could route through staff review only after accounts, retention, and privacy approval.

ID
staff-reviewed-community
Status
preview-only

Modules: daily-packet, pullup-pushup-drafts, policy-preview, staff-review, retention-and-audit

Required gates: account and role mapping, staff approval, privacy approval, retention and audit policy

Excluded modules: exports, AI for real submissions, identity viewing, tracking modules

Preview-only template. It cannot activate submissions, reviews, placement, or storage.

Private Coaching Structure

A planning shape for structured orientation without community accountability workflows.

ID
private-coaching-structure
Status
preview-only

Modules: daily-packet, presenter-script, operator-diagnostics

Required gates: privacy review, role policy review

Excluded modules: pullup-pushup-drafts, staff-review, morning-sheet-placement, user-admin

Preview-only template. It does not store coaching-client data or enable live workflows.

Full Renata Preview

A complete planning map of packet, protected draft, review, placement, retention, audit, and admin configuration modules.

ID
full-renata-preview
Status
preview-only

Modules: daily-packet, presenter-script, pullup-pushup-drafts, policy-preview, staff-review, morning-sheet-placement, retention-and-audit, operator-diagnostics

Required gates: staff approval, privacy approval, schema review, account and role mapping, audit design, rollback plan

Excluded modules: billing, lead capture, attendance tracking, participation analytics, scoring modules

Preview-only template. It is a planning map, not live workflow activation.

Future Workflow Lifecycle

Lifecycle state Preview behavior
Template
template		 Static planning example only.
Draft Configuration
draft-configuration		 Future planning state only; no edits are saved.
Staff Review Required
staff-review-required		 Future gate label only; no staff decision can be recorded.
Privacy Review Required
privacy-review-required		 Future privacy gate label only.
Schema Review Required
schema-review-required		 Future data-design gate label only; no migration is created.
Pilot Ready
pilot-ready		 Future state label only; cannot launch behavior in this phase.
Active
active		 Listed as a possible future lifecycle state; no workflow set can be active in this preview.
Archived
archived		 Future historical state label only; no records are stored.

All workflow sets in this phase are preview-only. None are active, and no lifecycle state can trigger behavior.

Future Review Gates

Staff review

staff-review

Required before any pull-up, push-up, or Morning Sheet placement can become public.

Privacy review

privacy-review

Required before collecting drafts, storing review events, or configuring retention.

Account and role mapping

account-role-mapping

Required before any person can draft, review, or manage a future workflow.

Retention and audit policy

retention-audit

Required before review events or draft records can be stored.

AI-use review

ai-use-review

Required before AI can be considered for real community submissions.

What Workflow Admin May Eventually Configure

  • Which approved modules belong to a workflow set.
  • Which review gates are required before a workflow can be piloted.
  • Which synthetic templates match a deployment context.
  • Which lifecycle labels indicate staff, privacy, schema, pilot, or archive readiness.

What Remains Blocked

no live workflow CRUDno module activationno user assignmentno account creationno identity storageno live submissionsno attendance trackingno participation trackingno participation analyticsno scoring/ranking/compliance metricsno configuration writesno active migrations

Safety And Privacy Boundaries

Blocked capability Status Reason
Live pull-up collection
live_pullup_collection		 blocked-before-live Requires accounts, role mapping, staff review, privacy approval, retention policy, and audit logging.
Live push-up collection
live_pushup_collection		 blocked-before-live Requires accounts, role mapping, staff review, privacy approval, retention policy, and audit logging.
Approving submissions
approve_submissions		 blocked-before-live No staff decisions or public placement approvals exist in this phase.
Rejecting submissions
reject_submissions		 blocked-before-live No real draft or review records exist.
Morning Sheet live placement
morning_sheet_live_placement		 blocked-before-live Future placement requires staff approval, review audit, and retention rules.
Retention deletion jobs
retention_deletion_jobs		 blocked-before-live No live records exist, and retention automation requires privacy approval.
Exporting records
export_records		 blocked-before-live Exports require staff/privacy approval and a data-minimization policy.
Enable AI for real submissions
enable_ai_for_real_submissions		 blocked-before-live AI use for real community submissions requires separate review and approval.
User/admin management
user_admin_management		 blocked-before-live User admin requires account model, identity policy, privacy approval, and audit design.
Identity mapping
identity_mapping		 blocked-before-live No identity storage or role assignment exists.

Future Validation Rules

  • Pull-up/push-up workflow cannot go live without staff review.
  • Morning Sheet placement cannot go live without staff approval.
  • Drafts cannot be collected without account/role mapping.
  • Review events cannot be stored without retention and audit policy.
  • Any AI use for real submissions requires separate approval.
  • Exports require staff/privacy approval.
  • User/admin management requires identity policy approval.
  • No attendance or participation tracking modules exist.
  • No scoring/ranking/compliance modules exist.

Recommended Next Phase

Phase 7.5 - Config-Only Role Set CRUD Design, Planning Only

Phase 7.4 now adds the Admin CRUD Readiness Review. The next planning step is role-set template CRUD design only, without implementation, migrations, writes, user assignment, identity capture, submissions, or workflow activation.

planning-only