← School Psych OS

School Psych OS

Student Profile Working List

Current status for student information, ClickUp fields, communication, rating scales, and reports.

Where we are now

The profile is organized around the student workflow. The newest ClickUp editing and tag-sync paths are deployed but still need controlled live verification.

Live

1

Compact student header

The student name, facts, status strips, and Quick Actions use less screen space. The name bar remains visible while scrolling.

DONE + LIVE
2

Five ClickUp detail sections

At a glance, Consent & dates, Testing, People, and Report & files are separated into colored bands in case-work order.

DONE + LIVE
3

Four working tabs

ClickUp Activity, Communication Center, Rating Scales, and Report remain the four student work areas.

DONE + LIVE
4

Report and peer-review access

The Report tab opens the student in Studio, shows linked Drive reports, starts proofreading, and displays reviewer status.

DONE + LIVE
5

Gen Ed retrieval button corrected

The button starts the existing Psybot workflow. It confirms the trigger only and does not claim to count or return Dropbox files to the portal.

CORRECTED + LIVE

Checks and open work

6

Verify ClickUp field editing

Dropdowns, dates, text, numbers, and links are editable from the profile. Verify the save-and-read-back path with a controlled record.

TEST NEXT
7

Verify two-way student tags

Portal tags sync with ClickUp in both directions. The deployed path still needs a controlled live confirmation.

TEST NEXT
8

Keep the profile focused

Do not restore the removed Files, Missing, Documents, or hardcoded Observations areas.

ONGOING RULE

Status checked against the School Psych OS source-of-truth record on November 2, 2026.