# School Psych Hub — current audit overview

**Live Notion re-audit completed:** September 27, 2026

**Environment:** VPS host kimi-dev-vps

**Team work plan date:** September 28, 2026 — planned, not completed

This overview replaces the September 10 inventory as the current team-facing audit. The old inventory remains available only as a historical snapshot.

## Status labels

- **Live verified:** fetched directly from Notion on September 27.
- **Needs decision:** current Notion sources conflict.
- **Planned:** recommended or assigned work that is not recorded as complete.
- **Historical only:** retained for traceability, not current instruction.

## Current database counts

| Database | Live count | Current signal |
|---|---:|---|
| SOPs & Workflows | 16 | Only 2 Anderson records; 1 blank main Type |
| Prompt Library | 19 | 16 records have no topic tag |
| Assessment Write-Up Templates | 61 | 1 blank-titled row |
| Module 5 Test Tutorials | 13 | Still named “New database”; GORT needs video editing |
| Tutorial Video Library | 64 | 59 accessible, 5 broken, 8 title/content reviews, 13 blank Review values |
| Anderson Evaluation Workflow Hub | 5 | Old three-phase workflow plus separate eight-stage update |
| Georgia workflow | 4 | Open clarification/addition notes remain |
| Archive candidates | 9 + 1 update note | ClickReports is not a current archive row |

## Most important current finding: Anderson conflicts

The live Anderson hub contains both the original three-phase workflow and the separate 2026–27 eight-stage update.

| Topic | Older live workflow | 2026–27 update |
|---|---|---|
| Pipeline | Intake → Active Evaluation → Report/Completion | Consent Pending → Consent Generated → Consent Signed → Test Administered → Report Initiated → Pending Meeting → Complete → Discontinued |
| Consent Signed | Move when signed consent is verified | Leave in Consent Generated after e-signature; move after Shelly’s stamped consent arrives |
| Report template | Prepare during report writing | Create the Google Doc template at referral |
| Report format | Nested Workflow Overview says Word | All reports are Google Docs |
| Completion | Close after report finalization | Complete only after the evaluation results meeting |
| Systems | PowerSchool Special Programs, ClickUp, Dropbox | Indiana Special Programs, Psych OS, PsyBot, Google Docs, ClickUp, Dropbox |

The separate update cannot remain the long-term destination. It needs to be merged into the canonical workflow, verified, and then removed from the active workflow view only after migration is confirmed.

The Anderson district page also duplicates contacts across a large page table, a separate principal page, and external directories. The central SOP/workflow database contains only:

1. [Workflow | Prompt Usage (Anderson)](https://app.notion.com/p/314f27f9e9d580d98069c7b10ba81a8b)
2. [Workflow | PowerSchool SIS (Anderson)](https://app.notion.com/p/314f27f9e9d58092a267c2546fc7e276)

That is not enough to represent the full current pipeline.

## Modules

### Module 1 — Introduction & Orientation

[Open in Notion](https://app.notion.com/p/297f27f9e9d5814998b6ee2fe339cb27)

- **Rechecked:** September 27
- **Notion last edited:** September 26
- **Current:** 10 sections; estimated content time is approximately 11–14 hours.
- The page still lists Minimarks and ClickReports among current tools without an outdated-tool note.
- The training material includes dated sessions from 2025 and early 2026.
- Psych Team Roles was edited September 27 and includes overlapping role descriptions that should be checked before a standalone onboarding page is built.

### Module 2 — VA Essentials & Toolkit

[Open in Notion](https://app.notion.com/p/297f27f9e9d58175b728e259d8f7f4e4)

- **Rechecked:** September 27
- **Notion last edited:** September 26
- Covers time tracking, VPN, communication, evaluation components, prompts, templates, report writing, and testing.
- The module is primarily a link hub and does not show sequence or completion status.
- Its prompt, report-template, and testing sections overlap Modules 4–6 and Psych OS.

### Module 3 — SOPs & Workflows

[Open in Notion](https://app.notion.com/p/297f27f9e9d58150aabcc0b2d2943196)

- **Rechecked:** September 27
- **Notion last edited:** August 12
- Shows the central 16-record SOP/workflow database.
- Several records still name ClickUp, Minimarks, Word, or ClickReports as tools.
- Anderson is represented by only two records.

### Module 4 — General Forms & Templates

[Open in Notion](https://app.notion.com/p/297f27f9e9d581a4830fe31b567c9536)

- **Rechecked:** September 27
- **Notion last edited:** September 11
- The Report Template page correctly says templates are Google Docs in Report Studio.
- Georgia and Anderson have direct template links.
- Rocky Creek remains plain text with no destination.
- The Assessment Write-Up database contains 61 records, including one blank-titled row.

### Module 5 — Testing & Report Writing

[Open in Notion](https://app.notion.com/p/2a1f27f9e9d580f6b143d9891d770221)

- **Rechecked:** September 27
- **Notion last edited:** September 26
- The ClickReports guide is still linked twice and the page still exists.
- ClickReports is not in the current archive database.
- The tutorial database has 13 rows and is still titled “New database.”
- GORT is labeled “Video Needs Editing.”

### Module 6 — Prompt Library

[Open in Notion](https://app.notion.com/p/297f27f9e9d581e2a5caf92b01b640d9)

- **Rechecked:** September 27
- **Notion last edited:** September 11
- Contains 19 prompts: 15 Report Writing, 3 Pre-referral, 1 Testing & Administration.
- Three Indiana prompts were updated September 27.
- Sixteen prompts have no topic tag.
- The page still contains the template heading “Course Module Title.”

### Module 7 — Psych OS Portal Guide

[Open in Notion](https://app.notion.com/p/3d0f27f9e9d581778cfcfb242680a972)

- **Rechecked:** September 27
- **Notion last edited:** September 27
- The guide is current through September 26 and now documents Workspace, Communication Center, Time & Activity, Team Chat, Report Studio, KAT Eye, Library, and Help.
- The guide says Workflows & SOPs are “Building now” and points staff to Notion for current versions.
- Conflicting Anderson pages therefore need correction before staff are directed to treat Notion as current workflow truth.

## District and program pages

### Georgia Charter

[Open in Notion](https://app.notion.com/p/29bf27f9e9d5807193dbf93dc8a90467)

- Four workflow records: Overview, Case Intake, Active Evaluation, Report Writing/Completion.
- The page still contains explicit Items Needing Clarification and Additions Needed sections.

### First Steps

[Open in Notion](https://app.notion.com/p/297f27f9e9d581a19dece6f06b8708f5)

- Still says “Coming soon.”
- Contains template text such as “Module Title” and “Summarize your module here.”
- Not ready as team training.

### Private Practice

[Open in Notion](https://app.notion.com/p/297f27f9e9d581049190edde9347e939)

- Still says “Coming soon.”
- Contains placeholder lessons and two one-row placeholder databases.
- Two Presence Learning files are present, but the course itself is not built.

### Hub Admin

[Open in Notion](https://app.notion.com/p/e6453c2dd4774f168d9d2f79d8f7e87f)

- Updates Needed is empty.
- To Archive / To Delete contains an inline database with 9 rows and a one-row updates database.
- ClickReports is not a current archive row.
- Components (Do Not Delete) stores the source navigation block and should remain protected.

## Tutorial Video Library

[Open in Notion](https://app.notion.com/p/dc88da2ae7e2464faaaddc50bd016bd6)

- 64 total recordings.
- 59 open without sign-in and have transcript metadata.
- 5 broken links.
- 38 Ready.
- 8 Check title/content.
- 13 have a blank Review status.
- Tag counts relevant to the September 28 work: 4 Anderson, 2 Arizona, 1 Georgia Charter, 1 Minimarks, 39 Reports.

## September 28 team plan

Approximately 85% of available team time is planned for Anderson.

### Richa

1. Merge the 2026–27 stages into the canonical Anderson workflow.
2. Resolve the verified conflicts listed above.
3. Convert embedded processes into named central SOP/workflow records.
4. Add District, Stage, Keywords, Owner, Last Reviewed, Current/Legacy, and Canonical Source fields.
5. Link existing Psych OS material rather than duplicating law, evaluation, template, rating-scale, or email guidance.
6. Prepare current Anderson contact names/emails from the school-provided directory for Agency OS.

### Kat

1. Support the Anderson reconciliation first.
2. Match the four Anderson-tagged videos to the appropriate workflow stages.
3. Begin video review with the 13 blank Review values.
4. Preserve useful Arizona, Georgia, report-writing, and AI content.
5. Separate reusable process instruction from outdated Minimarks or ClickReports interface steps.
6. Flag recordings that require student-name blurring before reuse.

## Scope

The audit verifies the live structure and returned Notion content. It does not claim that every private external system, authenticated Google/Dropbox link, or embedded attachment was opened. The Tutorial Video Library’s own September 26 link-access results are reported as source data.

The full source-backed web guide is available at [school-psych-hub-team-guide.html](school-psych-hub-team-guide.html). The old [school-psych-hub-inventory.html](school-psych-hub-inventory.html) is historical only.