Detailed findings, change history, and source evidence. Current work lives directly on the matching Hub section page.
Required Notion Standard · Read Before Editing
Company Knowledge Base & SOP Standard
Executive Summary: The "Why"
We are moving to a Dual-User Knowledge System. Every page created in Notion must be readable by two distinct users:
1. The Human Team Member: Needs fast visual scanning, screenshots, infographics, and immediate clarity without clicking through a maze.
2. The TypingMind AI (RAG Engine): Needs flat, un-nested, explicit text chunks to search and deliver instant answers to team prompts.
When we bury text in toggles, nest pages 3-layers deep, or put critical information solely inside an image without text, TypingMind fails to find the answer and team members waste time.
The Non-Negotiable Rules
🚫 Rule 1: NO TOGGLES (Use Callout Boxes)
The Problem: Toggles hide information from human eyes, require excess clicking, and prevent AI search engines from indexing content properly.
The Fix: Replace toggles with Notion Callout Blocks or colored quote cards. They create clean visual hierarchy without hiding data.
🚫 Rule 2: ZERO PAGE NESTING (Max 1-Click Access)
The Problem: Nesting pages inside pages inside pages creates a "Russian Nesting Doll" that fragments contexts during AI chunking.
The Fix: Every SOP lives directly at the top level of its database. No meta-pages explaining "how to read this page."
📸 Rule 3: DUAL-LAYER VISUALS ("Show & Narrate")
The Problem: AI cannot read text embedded inside images, screenshots, videos, or infographics. Wall-of-text SOPs are unreadable for visual learners.
The Fix: Every visual asset MUST be paired directly with short, bulleted text steps below or beside it.
Notion Database Architecture for AI & Humans
Element
Location in Notion
Primary Audience
Why It Matters
Status / Department / Dates
Database Properties
Humans
Used to filter database views (e.g., "Active", "HR").
Synonyms & Search Terms
Page Body (Top 3 lines)
TypingMind AI
Catches alternate phrasing when team prompts the AI.
Infographics & Screenshots
Page Body
Humans
Allows visual learners to absorb the workflow in seconds.
Bulleted Steps & FAQs
Page Body (Under images)
TypingMind AI + Humans
Provides exact searchable text chunks for AI answers.
Required SOP Page Structure
The searchable text structure and the visual layer stay together on the same page.
Markdown
==============================================================================
HEADER METADATA BLOCK
==============================================================================
DOCUMENT TITLE: [SOP] How to Issue a Client Refund
CATEGORY: Finance / Customer Support
SYNONYMS / SEARCH TERMS: Money back, Stripe refund, client cancellation, billing error
TARGET AUDIENCE: Support Reps, Account Managers
LAST UPDATED: Q1 2026
------------------------------------------------------------------------------
💡 HOW TO USE THIS SOP
------------------------------------------------------------------------------
Follow Steps 1–3 sequentially. For exceptions or accounts older than 90 days,
refer to the FAQ section at the bottom.
------------------------------------------------------------------------------
1. VISUAL OVERVIEW (Infographic / Flowchart)
------------------------------------------------------------------------------
[ INSERT FLOWCHART / INFOGRAPHIC HERE ]
Overview Summary:
- Refunds under $100 are auto-approved by Support.
- Refunds over $100 require Manager sign-off via Slack (#finance-approvals).
------------------------------------------------------------------------------
2. STEP-BY-STEP INSTRUCTIONS
------------------------------------------------------------------------------
Step 1: Locate the Account
[ INSERT SCREENSHOT OF SEARCH BAR ]
- Navigate to Stripe Dashboard.
- Paste the Client Email or ID into the main top search bar.
Step 2: Initiate the Refund
[ INSERT SCREENSHOT OF REFUND BUTTON ]
- Click the 'Refund' button in the top right corner of the client profile.
- Select 'Full Refund' or 'Partial Refund' from the dropdown menu.
- Select reason: 'Requested by Customer'.
------------------------------------------------------------------------------
3. FREQUENTLY ASKED QUESTIONS (AI Trigger Prompts)
------------------------------------------------------------------------------
Q: How long does a refund take to process?
A: Standard processing takes 5–10 business days depending on the customer's bank.
Q: What do I do if the transaction is older than 90 days?
A: Stripe cannot auto-refund past 90 days. Submit a manual payout request to #finance-approvals.
Live whole-Hub re-check · Wednesday, October 14, 2026 · 10:39 PM ET
No material change since the October 14 audit.
Core library counts, Anderson’s four workflow records, Staff Directory, Tutorial Video Library, and Georgia Charter workflow records remain stable. Module 1 excluded. Anderson’s visible-date alignment and documented TypingMind retrieval check remain open.
Live Notion audit · Wednesday, October 14, 2026 · 12:19 AM ET
The assessment catalog rollback is complete; Anderson is current and the remaining cleanup is narrow.
This full-Hub audit rechecked every current top-level area except Module 1, plus the core libraries, both district workflow databases, the Staff Directory, Tutorial Video Library, and the archive holding page. The live assessment write-up database is back to a focused 61-record template set. Anderson’s active written workflows were updated October 13. This audit separates those completed results from the small number of remaining search and date-transparency checks.
61current Assessment Write-Up Template records
1template row without a title
154complete Staff Directory contact rows
71Tutorial Video Library records
4 + 4current Anderson and Georgia workflow records
Scope for this audit: Module 2 through Module 7, First Steps, Private Practice, Anderson, Georgia Charter, the core libraries, the Staff Directory, Tutorial Video Library, and archive holding area were checked live in Notion. Module 1 was intentionally excluded. Notion was read only during this audit.
Current audit result
The broad test catalog is gone from the live template search source.
Assessment Write-Up Templates now has 61 records instead of the prior 282. Its current fields are limited to Template Name and Assessment Area; the bulk catalog’s Publisher, Status, Abbreviation, and Has Content fields are no longer present. This confirms the version-history restore was completed rather than merely hidden. The one blank template title can wait for a later content review.
CompletedDo not restore or re-import a master test catalog or blank placeholder list into this database. Only actual reusable write-up content belongs in this search source.
Anderson current stateThe four current workflow records have complete purpose, description, summary, and tools fields. Case Intake, Active Evaluation, and Report Writing & Case Completion were edited October 13.
One small Anderson follow-upThe three October 13 workflow records still show older visible body dates. Align their visible Last Updated line with the current record date when the team is next in those pages; no workflow rewrite is needed.
Search proof still neededNo documented TypingMind retrieval test was found in the material reviewed. Run the current Anderson questions once, then record only wrong, mixed, or missing answers with their source page.
Live audit · October 14
What changed and what remains across the Hub
Evidence checked live
Completed · database restore verified
Assessment Write-Up Templates is back to a focused set
The live database now contains 61 records, down from the prior 282-record catalog.
Its current schema contains only template name and assessment area. The bulk catalog fields are gone, which confirms the restore changed the live source rather than just its view.
There is one untitled row. Leave it for a later content review rather than importing names to fill it.
Standing guardrail: no bulk import, new field, relation, view, or other database change that could alter TypingMind, Prompt Library, or Report Writing Studio search behavior proceeds without Kimi’s explicit approval.
Completed · Anderson pages refreshed October 13
Anderson’s written workflow is in place
Case Intake, Active Evaluation, and Report Writing & Case Completion were edited October 13. All four active workflow records have descriptions, purposes, summaries, and tools.
The Overview’s visible October 5 date now matches its October 5 page-record date, closing the prior date conflict.
The directory remains complete: 154 rows, no blank school, role, or email fields, and 23 Self-Contained labels.
Small follow-up · date transparency
Update visible dates, not workflow content
Case Intake, Active Evaluation, and Report Writing & Case Completion carry October 13 record edits but still show older visible body dates.
Update each page’s visible Last Updated line during the next content pass. This is a paper-trail correction only; do not restructure the Anderson workflow.
A documented TypingMind retrieval check remains the other Anderson follow-up.
Later · metadata cleanup
Core databases are stable, with targeted search improvements left
The master SOPs & Workflows Library has 17 current records. All have Description, Purpose, and Track; four lack District/Entity and one lacks Type.
Prompt Library has 20 records with prompt text and stage intact, but 14 lack Description and 17 lack Tags. This is future discoverability work, not a current rewrite assignment.
Other Templates & Inserts has three purposeful report-insert records. The Test Tutorial Guide has 13 dated, categorized records.
Later · Georgia structure
Georgia Charter is current but still has a searchable-text opportunity
Its root page was edited October 13, and its four workflow records have complete description, purpose, summary, and tools fields.
The main Georgia workflow remains inside a Notion toggle, and an Infinite Campus video placeholder remains. Both are worth a later dedicated cleanup because the hidden structure is harder to scan and search.
No change is assigned in this audit; preserve the current content until that focused pass is scheduled.
Whole-Hub check complete
Other areas are recorded without creating a new queue
Module 2 was edited October 11 and retains its visible later-cleanup notes. Module 7 was edited October 10. Modules 3–6, First Steps, and Private Practice have no newer top-level change than their recorded dates.
The Tutorial Video Library has 71 records: 59 open without sign-in and with transcript access, 5 broken links, 13 title/content checks, and 3 recordings marked for redaction.
The archive holding area remains a holding area, not a current source of Anderson instruction.
Audit decision record: the completed template rollback supersedes the October 12 restore assignment. The active work is limited to Anderson’s visible-date correction and one documented TypingMind retrieval check. All other items above are recorded as later, focused cleanup—not a new all-at-once queue. This audit did not change Notion.
Section-by-section snapshot
Current live dates outside Module 1
Read live October 14
Hub area
Last live edit
Current audit reading
Module 2
October 11
Current time-tracking direction remains visible; its cleanup notes are later work.
Existing later training notes remain; the prior broad template-catalog work is superseded by the completed restore.
Module 6
September 29
Prompt text remains intact; tag and description coverage are future cleanup.
Module 7
October 10
Current edit date recorded; no new task assigned.
First Steps / Private Practice
September 27 / October 3
No newer top-level edit found in this pass.
Georgia Charter
October 13
Four workflow records are complete; workflow remains in a toggle and has one video placeholder for later review.
Anderson
October 13
Three active workflow pages refreshed; only visible-date alignment and retrieval proof remain.
Previous detailed audit · October 12, 2026Live Notion audit · Monday, October 12, 2026 · 10:59 PM ET
The written Hub is stable; the Assessment Write-Up Templates database is an owner-directed rollback.
This audit reviewed every current top-level Hub section except Module 1, the Assessment Write-Up Templates database, the central SOP library’s Anderson records, and the archived Workflow Overview. Since the prior re-check, Module 2 was edited October 11 and Module 7 carries an October 10 edit. Anderson’s active written structure remains unchanged since October 8. The Assessment Write-Up Templates database is still live, but it is not an appropriate search source for the current system. Kimi has assigned the team to remove the bulk catalog through Notion version history.
282Assessment Write-Up Template records still live
Scope for this audit: Module 2 through Module 7, First Steps, Private Practice, Anderson, and Georgia Charter were checked live in Notion. The live Assessment Write-Up Templates database, Anderson-tagged master SOP/workflow records, current Anderson workflow structure, and archived Workflow Overview were also checked. Module 1 was intentionally excluded. Notion was read only during this audit.
Owner decision · effective now
Remove the Assessment Write-Up Templates database from the current search path.
The current database is a broad catalog of publisher/test names, not a library of usable write-ups. It is surfacing incomplete or unavailable items in prompt and report-writing search. The team is assigned to restore the database in Notion version history to the version immediately before the bulk test catalog was added. The useful publisher reference can be preserved later as a searchable document, but it must not continue to behave like a current write-up or prompt source.
Verified liveThe database has 282 records. Only 68 are marked Has Content; 214 are not. This confirms that the current search result set is much broader than the usable-content set.
Assigned nowUse Notion version history to restore the database to the version immediately before the bulk assessment/test catalog was added. Do not manually delete rows one by one and do not add replacement records during the rollback.
Verify after restoreRecord the restored row count, confirm the bulk catalog is gone, and confirm those catalog-only test names no longer appear as current write-up or prompt sources in TypingMind. If version history includes unrelated later changes, stop and bring that conflict to Kimi before restoring.
Team guardrailNo new database, bulk import, field change, relation, view, or other structural change that could alter TypingMind, Prompt Library, or Report Writing Studio results may be made without Kimi’s explicit approval before the change.
Live audit · October 12
What changed, what remains stable, and what is actually outstanding
Evidence checked live
Team task · restore before bulk import
Assessment Write-Up Templates is the immediate correction
The database remains embedded on the Module 3 database page and contains 282 active records.
Its own Has Content field marks 68 records as containing content and leaves 214 unmarked. A catalog record is therefore being presented beside usable material in the same search environment.
Assigned action: use Notion version history to restore the database to immediately before the bulk test catalog was added. Do not manually delete rows one at a time and do not add replacement records during the restore.
After restoring: record the resulting row count and verify that catalog-only test names no longer surface as current prompt or report-writing sources in TypingMind.
Its attached PsychWriter export is reference material only; it is not an instruction to import or maintain a test-by-test live template catalog.
Anderson written layer remains intact
Keep the completed Anderson work in place
The central SOPs and Workflows Library still has nine Anderson-tagged records. Each retains visible search identification, and Folder Setup remains marked Updated and Verified Current: Yes after its October 8 revision.
The active Anderson workflow remains one database with four current pages: Overview, Case Intake, Active Evaluation, and Report Writing & Case Completion. No rigid step count is being imposed.
The Anderson landing page continues to hold the workflow, Staff Directory, and 2026–27 schedule material. The complete Staff Directory remains a separate searchable resource.
Two Anderson evidence checks remain
The remaining work is verification, not another rebuild
Overview date: reconcile the visible October 6 date on the Overview with its October 5 Notion page-record date.
TypingMind retrieval: run and record the current Anderson test for referral, missing files, consent, active evaluation, rating scales, report writing, and closure. Record only a wrong, mixed, or missing answer with its source page.
Do not alter the workflow structure while carrying out those two checks.
Module 2 edited October 11
The toolkit page moved, but it is not the current work queue
Module 2 is now the newest non–Module 1 top-level page edit reviewed in this pass.
The time-tracking front matter points the team to Hubstaff and School Psych OS/Handbook guidance, while its KW callout still records remaining duplicate and nested-resource cleanup as later work.
No additional Module 2 cleanup is assigned by this audit. Preserve the current page until Kimi directs the next focused pass.
Module 7 current date recorded
Psych OS guide now carries an October 10 top-level edit
Module 7’s live page date is October 10. It documents the portal’s current workspace, student profile, rating-scale, and communication guidance.
No new Module 7 task is created here. This date is recorded so the paper trail does not misstate the page as an October 2 version.
Archive source stays isolated
Workflow Overview remains under To Archive / To Delete
The older Workflow Overview remains nested in the archive holding area and still contains an older staged workflow.
It is not a current Anderson workflow and should not be restored or used as a competing source during the present work.
Audit decision record: the Assessment Write-Up Templates database is no longer approved as a live current-search source. The team is assigned to restore it through Notion version history before the bulk catalog import, then document the restored count and TypingMind result. This audit did not change Notion.
Section-by-section snapshot
Current live dates outside Module 1
Read live October 12
Hub area
Last live edit
Current audit reading
Module 2
October 11
Newer than the prior audit. Current time-tracking direction is visible; remaining consolidation is not assigned now.
Module 3
October 5
Still groups the core libraries. The embedded Assessment Write-Up Templates database is the owner-directed rollback item.
Module 4
October 2
No newer top-level edit found in this pass.
Module 5
October 6
Publisher links remain recorded. Do not treat this date or its publisher work as approval to preserve the broad Assessment Write-Up Templates catalog.
Module 6
September 29
No newer top-level edit found in this pass.
Module 7
October 10
Newer current date recorded; no new task assigned.
First Steps / Private Practice / Georgia Charter
September 27 / October 3 / September 11
No newer top-level edit found in this pass.
Anderson
October 8
Completed written structure remains in place. Only Overview-date consistency and documented retrieval proof remain.
Previous detailed audit · October 10, 2026Live Notion re-check · Saturday, October 10, 2026 · 2:57 AM ET
Folder Setup is now verified; Anderson has two evidence checks left.
This re-check reviewed every current Hub section except Module 1. Anderson and Module 2 were edited October 8. Folder Setup now says Verified Current: Yes; the Anderson landing page still accurately describes one workflow database with three core phase pages. Module 5’s October 6 publisher-link update remains in place.
9/9Anderson master procedures with a visible search header
1Folder Setup rechecked October 8 and marked Verified Current
4current Anderson workflow pages
154directory rows representing 153 people
2remaining Anderson evidence checks
Scope for this audit: Module 2 through Module 7, First Steps, Private Practice, Anderson, and Georgia Charter were checked live in Notion, along with the Anderson workflow database, all nine Anderson-tagged master SOP/workflow records, Folder Setup, and the Staff Directory. Module 1 was intentionally excluded. Notion was read only during this audit.
Current Anderson work
Anderson is in final evidence review, not structural cleanup.
Folder Setup was edited October 8 and now has a visible search header, Review Status: Updated, and Verified Current: Yes. The page’s three-phase workflow structure and the nine search-ready master procedures remain in place. Two evidence checks remain: the Overview’s conflicting visible date and a documented TypingMind retrieval test.
FinishedAll nine Anderson-tagged master records have a visible search-identification block.
VerifiedFolder Setup is now marked Updated and Verified Current: Yes.
DirectoryThe searchable Staff Directory remains complete: 154 rows, 153 unique people, with School, Role, and contact fields.
Still openOverview-date consistency and TypingMind retrieval proof remain for Anderson—not a redesign.
Give every Anderson-tagged master procedure a visible title, category, search terms, audience, review status, and date
Update the Anderson Overview and Case Intake pages with current visible metadata
Keep current work in the four-page Anderson workflow database and preserve the older 2026–27 material outside that working view
Correct the Anderson landing-page wording so it no longer says each stage has its own database
Verify Folder Setup after its October 8 revision
Align the Overview’s visible October 6 date with Notion’s October 5 page-record date
Run and record the TypingMind retrieval test against the current Anderson sources
Live re-check · October 10
What changed since October 6 and what is actually left
Evidence checked live
Anderson search layer complete
All nine master procedures are now identifiable to TypingMind
The four records edited October 4 already carried the same structure. The result is 9 of 9—not 7 of 9—Anderson master records with visible search terms and audience context.
The master library remains 18 records total; every record has a Description and Purpose, and nine are tagged Anderson.
Workflow pages updated
Overview and Case Intake are now easier to retrieve and scan
Anderson Site — Overview and Case Intake were edited October 5 and now begin with title, category, synonyms, audience, status, and a visible date.
Active Evaluation and Report Writing & Case Completion remain current October 4 pages with their visible search headers.
Two final Anderson checks
Folder Setup is now complete
Completed since the prior audit: Folder Setup was revised October 8 and now says Updated and Verified Current: Yes.
Date consistency: the Overview body still says October 6 while Notion’s page record shows the October 5 edit.
TypingMind: no completed retrieval-test record was found. Test referral, missing files, consent, active evaluation, rating scales, report writing, and closure; record only incorrect, mixed, or missing answers.
Assessment library moved forward
Module 5 now points to the main publisher sources
Module 3 remains the grouped home for the separate core libraries.
Module 5 now records Kat’s October 6 addition of links to the four main publishers, while the existing Assessment Write-Up Templates database retains Publisher values on 274 of 282 records.
The eight blank Publisher cells are Behavioral Observation (in-person and virtual), Cross Battery Assessment (two entries), DAS-II, Emotional Disturbance Decision Tree, NICHQ Vanderbilt, and SED-3. Verify those remaining records before calling the publisher field complete.
Other Hub areas checked
Module 2 was edited after the prior audit
Module 2 was last edited October 8. Its visible KW callout still records the time-tracking cleanup plan and notes that the Billing & Time Tracking SOP was updated and search-optimized for TypingMind.
Module 4 and Module 7 were last edited October 2; Module 6 was last edited September 29; First Steps September 27; Private Practice October 3; and Georgia Charter September 11.
The Prompt Library remains a later cleanup area; no new change was found in its top-level page date during this re-check.
Older archive item remains separate
Workflow Overview is still in the archive holding area
The older Workflow Overview remains under To Archive / To Delete rather than the active Anderson page.
Do not restore or redesign it during the current pass. If retained, use it only as source material to compare against current written pages—not as a second active workflow.
Verified source scope: the live Anderson landing page; all four current Anderson workflow pages; all nine Anderson-tagged master procedures; Folder Setup; the Staff Directory; Module 2; Module 5; and every non–Module 1 top-level section card. This audit did not change Notion.
Section-by-section status
Everything reviewed outside Module 1
Live dates, not assumptions
Hub area
Last live edit
Audit finding
Module 2
October 8
Page was edited after the prior audit. Its current KW callout says Billing & Time Tracking was updated and search-optimized; five broader cleanup notes remain later work.
Module 3
October 5
Core libraries remain grouped on the page; no newer top-level change found.
Module 4
October 2
Report Studio, storage/naming, forms, and FBA resources remain visible; no newer top-level change found.
Module 5
October 6
Four main publisher links were added; publisher-field coverage remains 274 of 282. Other cleanup notes remain later work.
Module 6
September 29
Prompt Library is not part of the current Anderson queue; no newer top-level change found.
Module 7
October 2
Psych OS guide remains visible; no newer top-level change found.
First Steps / Private Practice / Georgia Charter
September 27 / October 3 / September 11
No newer top-level change found; these are not the current work queue.
Anderson
October 8
Folder Setup is now verified current. The root page includes its workflow, Staff Directory, and 2026–27 schedule content. Overview-date consistency and TypingMind retrieval proof remain.
Previous detailed audit · October 4, 2026Live Anderson-first audit · Sunday, October 4, 2026 · 5:09 PM ET
Anderson moved from broad cleanup into final review and retrieval testing.
The team completed the most important integration work: the separate 2026–27 source was removed from the working Anderson database and moved to Admin, two current workflow pages were finished, five Anderson master procedures were updated, and the visible search structure is substantially stronger. Monday should close the remaining four review labels, two header gaps, stale Anderson front-page wording, and TypingMind retrieval proof.
7/9Anderson master pages with the full visible search header; up from 4 of 9
4visible Anderson review labels remaining; down from seven
5Anderson master procedures edited October 4
2current Anderson workflow pages edited October 4
5directory contacts now tagged Self-Contained
Scope for this audit: Every current Anderson workflow row, all nine Anderson-tagged master records, the 2026–27 source, Workflow Overview, the Anderson front page, Staff Directory, and all October 3–4 Hub edits were checked live. Module 1 remains outside the current priority. Notion was read only during this audit.
October 4 outcome
The team did the integration work. Monday is a controlled finish, not a rebuild.
The working Anderson database now contains four current pages: Overview, Case Intake, Active Evaluation, and Report Writing & Case Completion. The 2026–27 source is preserved in School Psych Hub Admin instead of appearing as a fifth working workflow. Current instructions remain fluid and topic-based; they are not being forced into a rigid number of stages.
IntegratedThe major 2026–27 subjects now appear across Case Intake, Active Evaluation, Report Writing, Notice/Consent, Missing Files, and Comprehensive Review.
Search-readySeven of nine Anderson master pages now begin with title, category, search terms, audience, review status, and a visible date.
ReviewedActive Evaluation, Report Writing, Missing Files, Comprehensive Review, Notice/Consent, Sending Rating Scales, and ClickUp Caseloads now say Updated.
Still openFour Anderson review labels, two Anderson header gaps, the Anderson front page, and live TypingMind testing.
Remove the separate 2026–27 source from the working Anderson database while preserving it in Admin
Integrate Consent Signed, testing, scoring, report initiation, meeting, completion, and discontinuation into the current pages
Add full visible search headers to Missing Files, Comprehensive Review, and Notice/Consent
Update Active Evaluation, Report Writing, Sending Rating Scales, and ClickUp Caseloads
Close four remaining review labels and add two remaining Anderson master headers
Correct the Anderson front-page wording and prove retrieval through TypingMind
Deep live audit · October 4
What changed today and what is genuinely left
Overall · major verified progress
Integration completed
The 2026–27 source is no longer a fifth working workflow
The Anderson Evaluation Workflow database now contains four current records instead of five.
The preserved Admin source still documents the original pipeline, but it is no longer presented as a separate team workflow beside the current pages.
Current pages updated
Active Evaluation and Report Writing now cover the later Anderson work
Active Evaluation now visibly covers signed-consent confirmation, returned signatures, evaluation preparation, rating scales, test administration, scoring preparation, and movement into report writing.
Report Writing & Case Completion now covers drafting, completion, peer review, approval, the results meeting, case completion, and discontinuation.
Both pages now show the full search header, an October 4 visible date, and Review Status: Updated. Neither hides working instructions in toggles.
Five master records updated
The Anderson master library is much more searchable
These pages already contain substantial instructions and should be reviewed, not rebuilt.
Two header gaps remain
Prompt Usage and Folder Setup still lack the visible search block
Workflow | Prompt Usage (Anderson) has strong database properties and written instructions but no visible document title, category, search terms, or target audience in the page body.
Add the standard block at the top; do not rewrite the useful content underneath.
Directory enhanced
Self-contained classroom tagging started
The Staff Directory remains complete at 154 rows representing 153 unique people, with no blank school, role, or email fields.
Five contacts were tagged Self-Contained on October 4: Addison Wasvick, Ashley Gillespie, Briana Burton, Melvia Jordan, and Sarah Owens.
The Anderson front page now explains that pink highlighting identifies a self-contained teacher.
The two likely @acsc.neet email typos for Kelly Scott and Mary Weeks remain.
Front page needs correction
The Anderson landing page still describes an older structure
The Schools Served table lists only five schools even though the directory contains 15 school options and the page serves the full district.
Lesson 3 says each evaluation stage has its own database. The current Anderson workflow is one database with four flexible workflow pages.
Replace the incomplete school list with a direct Staff Directory reference or a clearly maintained full list, and describe the current four-page workflow without implying that every case follows a rigid sequence.
Module 2 progress
Current time-tracking guidance was added
Module 2 now states that Hubstaff records clock time and School Psych OS classifies work blocks and produces billing printouts.
Activity Tracker and Service Type Reference Guide were moved to the holding area, and the related October 2 cleanup items were crossed out.
A note signed by Kat confirms the Billing & Time Tracking SOP was updated and optimized for TypingMind. Other Module 2 duplication remains explicitly marked for later review.
Conflicting billing sources
The current billing SOP and its Admin copy disagree
The master Billing & Time Tracking SOP correctly says School Psych OS creates the official billing printout and Google Sheets are no longer used.
Its database description and tool tags still mention Google Sheets, and its visible category incorrectly says Anderson / Active Evaluation Workflow.
A separate Admin copy still teaches a three-part Hubstaff, School Psych OS, and Google Sheets workflow. This duplicate can produce a conflicting TypingMind answer and should be reviewed after Anderson’s remaining work is closed.
Other October 4 edits
Scoring and the Indiana notice prompt were updated
Scoring & Score Reports now has a complete visible search header and updated scoring-status language. Its visible date says October 5 even though Notion records the edit on October 4, and its district/entity remains blank.
The Prompt Library still contains 20 prompts; 14 lack descriptions and 17 lack tags. Those broader gaps did not change today and remain secondary to Anderson.
Verified source scope: the live Anderson landing page; all four current Anderson workflow records; the preserved 2026–27 Admin source; Workflow Overview in archive holding; all nine Anderson-tagged master procedures; the full Staff Directory; every School Psych Hub item edited October 3–4; Module 2; the Billing, Scoring, Verification Code, and Indiana notice records; and current master and Prompt Library counts. This audit did not change Notion.
October 4 database state
What changed in the real databases
Counts verified live
Database
Current state
Change since October 2
Still open
Anderson Evaluation Workflow
4 current records
The 2026–27 source was moved to Admin; Active Evaluation and Report Writing were updated.
Review Case Intake and Overview.
Master SOPs & Workflows
18 total; 9 Anderson
Five Anderson records and three general records were edited October 4.
One record still lacks Type; four lack District/Entity; two Anderson pages lack visible headers.
Staff Directory
154 rows; 153 unique people
Five contacts gained the Self-Contained tag.
Correct two likely email typos.
Prompt Library
20 prompts
The Indiana notice prompt was expanded and tagged Indiana.
14 missing descriptions and 17 missing tags; the updated notice prompt still lacks a description.
Monday, October 5 priority
Finish Anderson’s search layer and prove that the current answers can be found
Anderson first
Anderson is the only priority for Monday
The current Anderson pages contain the needed operating information. Monday’s work is limited to the remaining Anderson reviews, two Anderson search headers, the Anderson landing page, and the Anderson TypingMind retrieval test. Do not reorganize what the team just completed.
Close Anderson’s remaining written work
Review Case Intake and Anderson Site — Overview. Keep their current structure and change the review status only after the content check.
Review PowerSchool SIS & IDOE and Update Rating Scale Status, then resolve or date their remaining review labels.
Add the standard visible search block to Prompt Usage (Anderson) and Folder Setup (Multiple Schools).
Correct the Anderson landing page’s incomplete Schools Served section and its outdated statement that every stage has a separate database.
Run the retrieval proof
Ask the six Anderson questions below in TypingMind and record the page returned for each answer.
Confirm that answers use the current Google Docs, School Psych OS, ClickUp, and Indiana Special Programs language.
Flag any answer that pulls from the Admin-only 2026–27 source or archived Workflow Overview instead of a current page.
Required Anderson TypingMind test
New referral“What should happen when Anderson sends a new referral?”
Existing data“How is an Anderson comprehensive review completed?”
Notice/Consent“How is an Anderson Notice or Consent prepared and sent?”
Signed consent“When does an Anderson case move to Consent Signed?”
Rating scales“How are Anderson rating scales sent, tracked, and scored?”
Case closure“How is an Anderson report finalized and the case completed or discontinued?”
Pass condition: each answer identifies a current page, gives the current procedure, and does not rely on an archived or Admin-only source. Record any missing, mixed, or outdated answer by page name so the exact source can be corrected.
Earlier detailed audits · October 2 and earlierLive comprehensive audit · Friday, October 2, 2026 · 11:04 PM ET
The Hub is coming together. Anderson is substantially built, the directory is complete, and the written system is far more searchable than the original audit showed.
The strongest gains are the one-click shared navigation, the rebuilt central database page, the complete Anderson Staff Directory, the expanded Anderson procedures, the current report-writing guidance, and the October 2 PsychOS guide. Anderson still needs a final crosswalk, visible search headers, review-status closure, and a real TypingMind retrieval test before the cleanup can be called finished.
154Anderson directory rows; 153 unique people
18master SOP and workflow records
9master records tagged for Anderson
4/9Anderson master pages with core visible search identification
10dated October 2 cleanup notes across Modules 2 and 5
Scope for this audit: Anderson received the deepest review. The Hub home, Modules 2–7, Georgia Charter, the archive holding area, and the live core databases were also checked. Module 1: Introduction & Orientation was intentionally excluded from the current work priority and was not re-audited in depth. Videos and images were counted and status-checked, but written information and TypingMind retrieval remain the priority.
October 2 outcome
Major progress is verified. The remaining Anderson work is consolidation and retrieval—not another rebuild.
The team has already written and organized most of the current Anderson operating information. The 2026–27 update is no longer the only place where that information lives: major parts now appear in Case Intake, Active Evaluation, Report Writing & Case Completion, Notice/Consent, Comprehensive Review, Missing Files, and the shared master procedures. The separate update row remains and needs a final crosswalk before it is treated as reference material.
CompleteThe Anderson Staff Directory is a real database with comprehensive school assignments and no blank school, role, or email fields.
IntegratedNine of the 18 master SOP/workflow records are tagged Anderson, including the new Comprehensive Review and Missing Files SOPs.
ImprovedThe four primary Anderson workflow pages now carry description, purpose, summary, tools, and detailed written instructions without toggle-based hiding.
Still openVisible page headers, review markers, the separate 2026–27 row, archived Workflow Overview, and TypingMind retrieval testing.
Build the comprehensive Anderson Staff Directory as a searchable database
Expand Case Intake, Active Evaluation, Report Writing, Notice/Consent, Comprehensive Review, and Missing Files
Place Anderson procedures in the central SOPs and Workflows Library
Remove toggle hiding from the four primary Anderson workflow records
Cross-check every 2026–27 update against the current workflow pages and mark the source row as incorporated only after verification
Complete visible TypingMind headers, clear review markers, resolve the archived overview, and run retrieval tests
Deep live audit · October 2
What is complete, what changed, and what is genuinely still open
Overall · substantial verified progress
Verified complete
Anderson Staff Directory
The live directory contains 154 rows representing 153 unique people across 15 school options.
Every row has a school, role, and email. Principals, assistant principals, special education teachers, related-service staff, support staff, and private-school contacts are represented.
Keelyn Ingmire appears in two intentional school-specific rows. This is a multi-school assignment, not an unaccounted duplicate.
Only two likely email typos remain: Kelly Scott and Mary Weeks both show @acsc.neet. This is a small data-quality correction, not a directory-completion gap.
Verified improvement
Anderson written workflows are detailed and visible
Case Intake now covers referral review, folder setup, record retrieval, ClickUp setup, comprehensive review, Notice/Consent handoff, and consent follow-up.
Active Evaluation now covers signed-consent verification, rating scales, testing, scoring, documentation, and movement into report drafting.
Report Writing covers drafting, peer review, final approval, meeting, completion, and discontinuation. The current pages do not force every case into an artificial rigid sequence.
Substantially incorporated
The 2026–27 Anderson update is no longer isolated, but the source row still exists
Its major subjects—case intake, consent preparation, stamped-consent handling, evaluation prep, report initiation, meeting, completion, and discontinuation—are now represented in the current workflow pages.
The source row has no description, purpose, summary, or tools properties. Complete a final source-to-destination crosswalk, then label it as incorporated/reference or move it to the holding area. Nothing should be deleted automatically.
Search structure incomplete
Anderson master records are indexed, but strict SOP-header compliance is unfinished
The master library has 18 records; nine are tagged Anderson. All 18 have descriptions, purposes, and tracks.
Four of the nine Anderson-tagged page bodies show the core visible identification lines: document title, category, synonyms/search terms, and target audience.
Only Sending Rating Scales shows a visible last-updated line. Three other partially formatted pages show a How to Use block. Five Anderson-tagged pages still lack the visible identification block entirely.
The next pass should add missing top-of-page text without rewriting the operational instructions underneath.
Review status remains
Seven Anderson pages still visibly say review is needed
All four primary records in the local Anderson workflow database retain a visible review marker.
Three Anderson-tagged master records also retain a review marker: PowerSchool & IDOE, Updating ClickUp Caseloads, and Update Rating Scale Status.
A review marker is useful while work is active. It becomes confusing when no reviewer, review date, or resolution is recorded. Close or date each marker after the content check.
Placement unresolved
Workflow Overview remains in archive holding
Workflow Overview is still under To Archive / To Delete rather than the active Anderson area.
Its tables overlap the current workflow pages, and at least one row still names Word while current guidance uses Google Docs.
Do not move it back automatically. Compare it with the four current workflow pages, preserve any unique information, and then keep it in holding or restore it only if it has a distinct job.
Strong Hub-wide work
Modules 3, 4, 5, and 7 changed meaningfully
Module 3 is now a clean Database Library showing the Prompt Library, Other Templates & Inserts, Assessment Write-Up Templates, SOPs & Workflows, and Test Tutorial Guide in one place.
Module 4 now states that report templates live in School Psych OS as Google Docs and explains the Google Drive/Dropbox shortcut workflow.
Module 5 has five dated October 2 cleanup directives covering checklists, test/publisher information, rating scales, score reports, and useful material inside old ClickReports training.
Module 7 was updated October 2 into a current PsychOS Portal Guide with live feature instructions and a direct TypingMind/Notion workflow reference.
Plans are visible, cleanup not finished
Module 2 has excellent notes and useful new guidance, but still carries the old duplication
Module 2 has five October 2 notes plus new VPN, voice-to-text, screenshot/redaction, and wired-internet guidance.
The same page still contains the old shared-Google-Sheet time-tracking description, report components, Prompt Bank, report templates, report writing, and testing-guide material.
The notes correctly identify what belongs in Modules 5 and 7, but they explicitly say the moves and removals have not happened yet. Treat this as a documented cleanup plan, not a completed cleanup.
Lower-priority Hub gaps
Module 6 and Georgia Charter remain behind the newer structure
Module 6 is still a minimal linked-view page with the placeholder heading “Course Module Title.” The Prompt Library itself is real and populated; the module front page needs a clear purpose and usage note.
Georgia Charter has not been edited since September 11 and still uses toggle-based sections and a long embedded workflow. It was reviewed for context but is not the current priority.
The Hub homepage and each major section have the shared one-click navigation. Notion still reports two untitled intermediary parent pages beneath the Hub for the major modules and district pages. The direct navigation reduces the practical click burden, but the underlying nesting should be checked before any structural move.
Archive discipline improved
The holding area is functioning as a safety net
To Archive / To Delete now clearly says that items are moved there first so dependencies can be checked before anything is permanently removed.
The page preserves notes explaining why Anderson material, duplicates, and outdated instructions were moved. This matches the rule that nothing is automatically deleted.
The holding area itself is not proof that every item is safe to retire. Workflow Overview still needs the Anderson crosswalk described above.
Verified source scope: the live School Psych Hub home; Modules 2–7; Anderson and Georgia Charter; the archive holding area; all four primary Anderson workflow pages; the 2026–27 update; Workflow Overview; all nine Anderson-tagged master procedures; and the live Staff Directory, Prompt Library, Templates, Assessment, Test Tutorial, SOP/Workflow, and Tutorial Video data sources. This audit did not change Notion.
Live database audit
What is a true database and how ready it is for search
Counts verified live
Database
Live contents
Verified strength
Open data-quality work
Master SOPs & Workflows
18 records; 9 Anderson
Every record has description, purpose, and track.
One record lacks Type; four general records lack a district/entity; Anderson page-body headers remain incomplete.
Anderson Evaluation Workflow
5 records
Four detailed current workflows with rich properties and written instructions.
The fifth row is the separate 2026–27 source update with blank summary properties.
Staff Directory
154 rows; 153 unique names
No missing school, role, or email fields.
Correct two likely @acsc.neet email typos.
Prompt Library
20 prompts
All 20 have titles, prompt text, and stages.
14 lack descriptions and 17 lack tags, limiting filtered search and alternate-term retrieval.
Assessment Write-Up Templates
61 rows
60 named templates are categorized by assessment area.
One completely blank row should be reviewed and removed only if confirmed empty.
Other Templates & Inserts
3 records
All three have type and tags.
The library is far smaller than the known body of email, text, scheduling, observation, and report-insert material still awaiting entry.
Test Tutorial Guide
13 tests
All records have an assessment-area tag and last-updated date.
Content accuracy still depends on the Module 5 publisher review.
Tutorial Video Library
64 videos; 59 transcripts
Structured review, access, tag, summary, date, and transcript fields.
5 broken links, 3 redaction flags, 9 title/content checks, and 2 possibly stale records. Lower priority than written Anderson work.
Next focused pass
Finish Anderson’s search layer without tearing up the work already completed
Crosswalk · header · review · test
TypingMind readiness: strong written base, incomplete retrieval proof
Anderson now has enough written content to test. More diagrams and videos are not required before the search check. The immediate job is to make every current source identifiable, remove ambiguity between duplicate locations, and verify that TypingMind returns the current answer.
Anderson content closure
Crosswalk the 2026–27 source update against Case Intake, Active Evaluation, Report Writing, Overview, and the nine Anderson-tagged master procedures.
Record the destination for each incorporated item. Keep any unresolved item in the source page until it has a clear home.
Review Workflow Overview in the archive holding area. Preserve unique information and remove or correct stale Word-era language only after the comparison.
Treat the Staff Directory as complete. Correct only the two likely email typos and add optional classroom-type tags later.
TypingMind search closure
Add the full visible identification block to the five Anderson master pages that have none.
Add visible last-updated and usage guidance to the three partially formatted Anderson pages; keep the operational text unchanged.
Resolve or date the seven visible Anderson review markers across the two workflow databases.
Run the searches below and record the source page returned. A failed or mixed answer identifies the exact page that needs adjustment.
Required TypingMind retrieval test
New referral“What happens when Anderson sends a new referral?”
Existing data“How is an Anderson comprehensive review completed?”
Missing documents“Which Anderson referral documents must be requested?”
Consent“When does an Anderson case move to Consent Signed?”
Rating scales“How are Anderson rating scales sent, tracked, and followed up?”
Report closure“How is an Anderson report finalized and the case closed?”
Pass condition: the answer cites a current page, uses the current Google Docs/PsychOS/ClickUp language, and does not pull the team into the archived Workflow Overview or the unintegrated 2026–27 source row.
Live update · October 1, 2026 · 6:38 PM ET
The team moved Anderson work into the master library and materially improved the searchable written content.
Today’s work is concentrated in the central SOPs and Workflows Library. The two Anderson SOPs that were previously missing Anderson database placement now have Anderson and SOP properties; shared rating-scale, ClickUp, scoring, and Georgia workflow records were also updated. The remaining work is focused and structural: three pages still need their visible TypingMind search headers, and several updated pages still show a review label.
9central SOP/workflow records edited today
9records now tagged Anderson, up from six
8records tagged Georgia Charter
6of today’s records with visible search headers
3updated records still missing that header
October 1 outcome
Strong written and database progress. Search readiness is close, not finished.
This is not a separate Anderson update sitting off to the side. The new work has been added to the central library where the Hub and TypingMind can find it. The remaining fixes do not require a major reorganization.
IntegratedComprehensive Review and Missing Files now carry Anderson and SOP database properties.
ExpandedRating-scale sending, rating-scale status, ClickUp caseloads, scoring, and Georgia prompt-use records were edited today.
Search-readySix of the nine updated records now begin with the visible title, category, search terms, audience, and date structure.
Still openThree updated records need that header; five still visibly say review is needed.
Place the Comprehensive Review and Missing Files SOPs in the Anderson-filtered central library
Update the Anderson PowerSchool/IDOE workflow in the central library
Build out shared rating-scale, ClickUp caseload, rating-scale status, and scoring procedures
Add visible TypingMind metadata headers to six updated records
Add the visible header to Comprehensive Review, Missing Files, and Georgia Charter Prompt Usage
Complete the page-level review checks, align visible dates, and test real TypingMind searches
September 29 outcome
Substantial progress. Written workflow still unfinished.
Anderson is materially stronger than it was on September 28. Most of the 2026–27 operating information now appears inside Case Intake, Active Evaluation, Report Writing, or a searchable central SOP. The remaining problems are specific and fixable.
CompletedKimi built the comprehensive Anderson Staff Directory from the uploaded school pages.
CompletedAll four active Anderson workflow records now have Description, Purpose, Summary, Tools, and Last Updated fields.
ImprovedThe central library now has six Anderson-indexed records instead of two.
Still openNotice/Consent, Comprehensive Review, and current-link cleanup.
Complete the comprehensive Staff Directory
Expand Case Intake with referral, records, ClickUp, consent-preparation, and follow-up instructions
Expand Active Evaluation with signed-consent, rating-scale, testing, scoring, and Report Initiated instructions
Expand Report Writing with Google Docs, peer review, approval, finalization, meeting, completion, and discontinuation instructions
Add or update Anderson records in the central SOP/workflow database
Finish the written Notice/Consent workflow and create the Comprehensive Review SOP
Replace archived links and remove draft-facing language before TypingMind testing
September 28 outcome
Substantial progress. Not finished.
Kimi completed the comprehensive Anderson Staff Directory. The Anderson page is cleaner, contacts are searchable, and newer instructions were added to Active Evaluation and Report Writing. The separate 2026–27 update still contained important material that had not yet been added to the existing pages.
CompletedComprehensive Staff Directory by Kimi.
CompletedArchive cleanup and two major workflow updates.
ImprovedActive Evaluation and Report Writing.
Still openCase Intake, 2026–27 integration, and central indexing.
Create the searchable staff directory
Move the old principal page and older material to archive holding
Update Active Evaluation with the current steps
Update Report Writing with the current steps
Finish Case Intake, Overview, video cleanup, and central indexing
Post-day audit · October 1
What the team changed today and the small set of search fixes that remain
Overall · strong progress
Completed
Anderson is now more fully represented in the central library
Each already has useful written material. Add only the title, category, search terms, audience, review status, and last-updated block at the top; no reorganization is needed.
Page review remains
Five updated pages visibly still say review is needed
RIAS also has a legacy-type mismatch: its current Type is Workflow while the older Type field still says SOP.
Confirm content, clear the review label when ready, and make the on-page last-updated line match the actual edit date.
Complete
Anderson Staff Directory remains complete
The comprehensive directory already includes the supplied school contacts and does not need to be re-opened as a current task.
Optional self-contained-classroom tagging remains a future filter enhancement, not a completion gap.
Location clarified
Today’s work is in the master source, not the nested page
The central SOPs and Workflows Library has 18 records: nine Anderson-tagged and eight Georgia Charter-tagged.
Nine central records were edited today. The nested Anderson workflow source did not show a separate October 1 update.
That is a location finding, not a request to move or disrupt the current Anderson pages.
Verified source scope: the live central SOPs and Workflows Library, all nine records edited October 1, and the Anderson workflow source were checked directly. No Notion content was changed during this audit.
Next focused pass
Finish retrieval structure without disturbing the work that was completed today
Header, review, test
TypingMind readiness: written content is substantially stronger
The priority is now small, visible, repeatable metadata work. The team does not need to add more videos or reshape the Anderson workflow into a rigid sequence before checking whether TypingMind can retrieve the current written guidance.
Complete the three header gaps
Put the standard visible header at the top of Comprehensive Review, Missing Files, and Georgia Charter Prompt Usage.
Use specific words the team would actually search: records review, existing data, missing files, referral documents, rating scales, Georgia prompts, and district workflow.
Keep all detailed step-by-step text in place. This is a top-of-page addition, not a rewrite.
Close page-level review cleanly
Review the five pages that still display a review label, then update that label and the visible last-updated line only when the check is complete.
Resolve the RIAS legacy Type field so the two Type fields no longer disagree.
Leave visual additions for later unless a visual is needed to understand a written step; the current priority is searchable written guidance.
TypingMind retrieval check
Existing dataAsk: “What is the Anderson comprehensive review process?”
Missing recordsAsk: “What files are needed for an Anderson referral?”
Rating scalesAsk: “How are rating scales sent and followed up on?”
CaseloadsAsk: “How is the ClickUp caseload updated?”
PowerSchoolAsk: “What is the current Anderson PowerSchool and IDOE workflow?”
Georgia promptsAsk: “How are Georgia Charter prompts used?”
Pass condition: each answer points to the current procedure, uses the page’s own language, and does not send the team into nested or archived material. Record the page name for any answer that is missing, stale, or mixed with another workflow.
Original assignment · September 28
What the team was assigned
85%of available team time
Richa · Anderson review and cleanup
Work only in the Anderson section of the School Psych Hub in Notion.
Read the existing Anderson page and each Anderson workflow before changing anything.
Compare the 2026–27 Anderson update with what already exists and add each useful item to the page or workflow where it belongs.
Do not build a separate 2026–27 workflow or make a major structural change.
Where Anderson workflow information is buried in page content, organize it in the existing SOP/workflow database so it is easier to find and search.
Kat · Anderson page and workflow support
Work with Richa on the existing Anderson page and Anderson workflows.
Use the links and training already on the Anderson pages; do not start by searching the Tutorial Video Library.
Help match useful information from the 2026–27 Anderson update to the correct existing page or workflow.
Flag duplicated information, outdated tool references, broken links, and useful material hidden inside pages.
Keep useful training even when an old tool is mentioned. Note what changed instead of removing the useful instruction.
Paper trail
Audit history
Live whole-Hub re-check
No material change since the October 14 audit. Core library counts, Anderson’s four workflow records, Staff Directory, Tutorial Video Library, and Georgia Charter workflow records remain stable. Module 1 excluded. Anderson’s visible-date alignment and documented TypingMind retrieval check remain open.
Whole-Hub live audit
Every current top-level Hub section except Module 1, the core libraries, both district workflow databases, Staff Directory, Tutorial Video Library, and archive holding area were rechecked. The Assessment Write-Up Templates rollback was verified complete: 61 current records, down from 282, with the bulk catalog fields gone. Anderson’s three active workflow pages and the Georgia Charter root were edited October 13. The active work is now limited to Anderson’s visible-date alignment and a documented TypingMind retrieval check; later metadata and Georgia structure items are separated from that queue.
Live Hub audit and database decision record
Every current top-level Hub section except Module 1 was rechecked. Module 2’s October 11 edit and Module 7’s October 10 edit were recorded. The live Assessment Write-Up Templates database was measured at 282 records, of which 68 are marked as containing content. Kimi assigned the team to restore the database through Notion version history to immediately before the bulk catalog import, then record the restored count and TypingMind result. The audit also records the approval guardrail for any future database change that could affect search behavior.
Live Hub re-check
Every current top-level Hub section except Module 1 was rechecked. Folder Setup was confirmed current after its October 8 revision, Module 2 and Anderson were recorded with their October 8 edit dates, and the two remaining Anderson evidence checks were narrowed to the Overview date and TypingMind retrieval proof.
End-of-day live Hub audit
Anderson’s landing-page wording was corrected, Folder Setup was updated, and Module 5 recorded links to the four main publishers. This audit superseded the October 4 working summary as the current record until the October 10 re-check.
Anderson-first live change audit
The 2026–27 source moved from the working database to Admin, Active Evaluation and Report Writing were completed, five Anderson master procedures were updated, visible header coverage improved from four of nine to seven of nine, the visible review queue dropped from seven pages to four, and five directory contacts gained Self-Contained tags. Monday’s work plan records the remaining reviews, headers, landing-page corrections, directory fixes, and TypingMind retrieval test.
Comprehensive live Hub and Anderson audit
Anderson’s current pages, both workflow databases, all nine Anderson-tagged master procedures, the 2026–27 source update, Workflow Overview, the complete Staff Directory, Modules 2–7, Georgia Charter, archive holding, and every core database were checked. The audit records the verified progress, strict TypingMind header gaps, seven open review markers, current database counts, Module 2 and Module 5 cleanup plans, and the next retrieval test.
Live central-library audit
Nine SOP/workflow records were edited. Comprehensive Review and Missing Files gained Anderson database placement, shared rating-scale and caseload procedures were strengthened, and the remaining visible TypingMind header and review-status work was documented.
End-of-day Anderson audit
Six current Anderson pages were created or edited. Two new SOPs were added, Case Intake links and training were corrected, Notice/Consent was expanded, and the remaining indexing, placeholder, redaction-status, and Workflow Overview issues were documented.
Live September 29 Anderson re-audit
The current Anderson pages and both workflow databases were checked directly. The audit records what is complete, what changed, the remaining written blockers, the archived-link error, and the next TypingMind retrieval work.
Deep Anderson work outcome
Kimi completed the comprehensive Staff Directory. Four active Anderson workflow pages received expanded written instructions, and central Anderson SOP/workflow records increased from two to six. The unfinished Notice/Consent procedure, missing Comprehensive Review SOP, archived PowerSchool link, and inconsistent search metadata remain open.
Anderson work follow-up
Live review of the team’s same-day edits. Staff directory and major page updates were verified. Remaining intake, video, overview, and central database work was documented above.
Full live hub re-audit
Modules 1–7, Anderson, Georgia Charter, First Steps, Private Practice, archive candidates, and major databases were reviewed directly in Notion.
Historical inventory
The original raw inventory is preserved for comparison. It is not current instruction.