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School Psych Hub · live Notion re-audit

Current hub audit and update map

A fresh section-by-section review of the live School Psych Hub, its main databases, and the nested Anderson workflow. Every finding below shows the review date separately from the page’s own last-edited date.

Live re-audit completed September 27, 2026.

The review was performed directly against the connected Notion workspace on the VPS. It replaces the old September 10 findings as the team-facing source. The separate inventory file remains available only as historical evidence.

Live verifiedRead from Notion on September 27, 2026.
Needs decisionTwo live sources conflict or current ownership is unclear.
Planned workAssigned or recommended, but not recorded as complete.
Historical onlyKept for traceability; not current team instruction.
Current state

What is in the live hub now

The hub is not empty and it is not uniformly stale. Several core databases are current and useful. The main risk is conflicting workflow instruction—especially in Anderson—and old tool guidance that still appears inside otherwise current pages.

16SOP/workflow records in the central database
19prompts in the central Prompt Library
61assessment write-up records, including one blank-titled row
64tutorial recordings reviewed September 26
5records in the Anderson workflow database
Do not assign as one clean workflow yet

Anderson contains two different operating models.

The original three-phase workflow remains live beside the separate 2026–27 eight-stage update. The sources conflict on status changes, report creation, report format, and case closure. The 2026–27 page has not yet been merged into the canonical workflow.

Current tool warning

ClickReports is not in the archive database, but it is still in the live hub.

Module 5 links to Generating Report in ClickReports twice, and that page still exists. The central RIAS workflow also still lists ClickReports as an optional narrative step. The old statement that ClickReports was sitting under To Archive / To Delete is no longer true.

Changes since the old review

Verified updates that the September 10 snapshot missed

AreaVerified nowMeaning for the team
Hub homeAdmin and Tutorial Video Library links are now on the root page.The root is more useful than the old snapshot showed.
Module 1A detailed completion estimate was added September 26: about 11–14 hours of content, or 9.5–12.5 hours without the long law video.It should be paced for digestion, not treated as a one-day checklist.
RolesPsych Team Roles was edited September 27 and now includes Lead, Assistant to the Team Lead, and Psychometrician/Psych Assistant boundaries.Role instructions need a duplication check before onboarding materials are split out.
Prompt LibraryThere are 19 prompts. Indiana records were edited September 27.The library is active, but 16 of 19 prompts have no topic tag.
Module 7The Psych OS guide is current through September 26 and now includes detailed instructions and changelog entries.The old guide materially understated what Psych OS currently does.
VideosAll 64 rows were checked September 26: 59 open anonymously, 5 are broken, 8 need title/content review.This database is ready for content-value triage; the links do not need to be rediscovered first.
ArchiveTo Archive / To Delete is now an inline database with 9 rows plus a one-row updates database.ClickReports is not a current row there.
AndersonThe five-row local workflow database includes a separate 2026–27 update page with eight stages.The new material exists, but it is not yet integrated into the old pages.
Highest-priority section

Anderson: current structure and verified conflicts

Reviewed live September 27, including the district page, all five Anderson workflow database rows, the nested Workflow Overview, the principal page, and the two Anderson records in the central SOP/workflow database.

Central SOP/workflow database

Only two Anderson records

  1. Workflow | Prompt Usage (Anderson)
  2. Workflow | PowerSchool SIS (Anderson)

The central searchable library does not yet represent the full Anderson pipeline.

Direct conflicts in live Notion
TopicOlder live workflow2026–27 updateRequired resolution
PipelineThree phases: Intake, Active Evaluation, Report Writing/Completion.Eight stages from Consent Pending through Complete or Discontinued.Replace the three-phase roadmap with the eight-stage pipeline and map every task to a stage.
Consent SignedMove to Consent Signed once a signed consent is verified.Leave the case in Consent Generated after e-signature; move to Consent Signed when Shelly’s stamped consent arrives.Use one trigger and remove the conflicting instruction.
Report template timingPrepare the report during the Report Writing stage.Create a Google Doc report template at referral, including cases that later receive a refusal.Move template creation into intake if the 2026–27 process is approved.
Report formatNested Workflow Overview still says Word.All evaluation reports are now Google Docs.Remove Word as the current method and link the approved Google Doc process.
Case completionClose the case after report finalization.Report approval is followed by Pending Eval Results Meeting; Complete occurs after the meeting.Separate report approval from final case closure.
SystemsOlder pages say PowerSchool Special Programs and rely heavily on ClickUp/Dropbox.Current update names Indiana Special Programs, Psych OS, PsyBot, and Google Docs alongside ClickUp/Dropbox.Use the current system name and link existing Psych OS functions instead of duplicating them.
Visual roadmapOverview labels the visual “Last Edited: March 18, 2026” and shows the older model.The update was edited September 11, 2026.Regenerate the visual after the merged workflow is approved.
Information architecture

Important information is still duplicated and buried.

  • The district page contains a large contact table and also links to a separate principal page and external contact directories.
  • The principal page was last edited February 25, while the district page was edited September 27; the two lists should not both act as the current contact source.
  • Article 7 and required evaluation components are embedded on the district page even though Psych OS now carries law and evaluation guidance.
  • The Anderson page links a separate “SOPs for Anderson” destination that the Notion integration could not independently retrieve. That is an access/structure warning, not proof that the link is dead.
  • The Anderson database update record has no Description, Purpose, or Tools properties, which weakens search and indexing.
Section-by-section audit

Modules 1–7

Rechecked Sep 27 · source edited Sep 26

Module 1 · Introduction & Orientation

Current: 10 sections and an 11–14 hour estimate.

  • The time estimate is current and explicitly excludes unavailable academic-achievement videos.
  • The page still lists Minimarks and ClickReports among current tools without an outdated-tool note.
  • Training Sessions includes dated 2025/early-2026 training material; it should not be handed to new staff as a single undifferentiated assignment.
  • Psych Team Roles was edited September 27 and deserves a duplication/consistency check before a standalone onboarding page is built.
Rechecked Sep 27 · source edited Sep 26

Module 2 · VA Essentials & Toolkit

Current: Time Tracking, VPN, Team Communication, report components, prompts, templates, report writing, and testing guide.

  • The time-tracking description still centers a shared Google Sheet plus Hubstaff.
  • The module mostly links elsewhere; it does not show completion status, priority, or a recommended sequence.
  • Prompt, report-template, and testing content overlaps Modules 4–6 and Psych OS.
Rechecked Sep 27 · source page edited Aug 12

Module 3 · SOPs & Workflows

Current: A view of the central 16-record SOP/workflow database.

  • The database itself is the right structure, but only two records are classified as Anderson.
  • Several records still name ClickUp, Minimarks, Word, or ClickReports as tools.
  • Workflows and SOPs are mixed across Type and Type 2 fields; one record has a blank main Type.
Rechecked Sep 27 · source edited Sep 11

Module 4 · Forms & Templates

Current: Report templates, forms, FBA material, other templates, and 61 assessment write-up rows.

  • The Report Template page correctly says templates are Google Docs and live in Report Studio.
  • Georgia and Anderson have direct template links; Rocky Creek remains plain text with no destination.
  • One assessment write-up database row has no title.
Rechecked Sep 27 · source edited Sep 26

Module 5 · Testing & Report Writing

Current: Checklists, tests/publishers, rating scales, score reports, ClickReports, and 13 test tutorials.

  • The ClickReports guide is linked twice and its page still exists.
  • One link sits under the “List of Psych Tests and Publishers” heading even though it points to ClickReports.
  • The tutorial database is still titled “New database.”
  • Most tutorial rows show a December 18, 2025 update date; WJ IV Cognitive shows February 18, 2026.
  • GORT is explicitly labeled “Video Needs Editing.”
Rechecked Sep 27 · source edited Sep 11

Module 6 · Prompt Library

Current: 19 prompt records across Pre-referral, Testing & Administration, and Report Writing.

  • Three Indiana prompts were updated September 27.
  • Sixteen records have no topic tag, limiting filtering and retrieval.
  • The module heading still says “Course Module Title,” which reads like unfinished template copy.
Rechecked Sep 27 · source edited Sep 27

Module 7 · Psych OS Portal Guide

Current: Detailed portal guide with updates through September 26.

  • Now covers Workspace, Communication Center, Time & Activity, Team Chat, Report Studio, KAT Eye, Library, and Help.
  • The guide says Workflows & SOPs are “Building now” and directs the team to Notion for current versions.
  • That statement makes clean Notion workflow records especially important; current Anderson conflicts undermine it.
Other live sections

District and program pages

Rechecked Sep 27 · source edited Sep 11

Georgia Charter

  • Contains four local workflow records: Overview, Case Intake, Active Evaluation, and Report Writing/Completion.
  • The page still contains explicit “Items Needing Clarification” and “Additions Needed” sections.
  • It should be reviewed after Anderson, not represented as already reconciled.
Rechecked Sep 27 · source edited Sep 27

First Steps

The page still says “Coming soon” and contains template text such as “Module Title,” “Summarize your module here,” and “Use this space for instructions.” It is not ready as team training.

Rechecked Sep 27 · source edited Sep 26

Private Practice

The page still says “Coming soon,” contains placeholder lesson text, and has two one-row placeholder databases. Two Presence Learning files are present, but the surrounding course is not built.

Live database checks

Counts and cleanup signals

DatabaseLive countVerified detailsCurrent action
SOPs & Workflows168 Workflow, 7 SOP, 1 blank Type; only 2 Anderson records.Normalize Type fields and migrate the Anderson pipeline into canonical records.
Prompt Library1915 Report Writing, 3 Pre-referral, 1 Testing; only 3 tagged.Add tags and retire duplicate entry points, not prompt content.
Assessment Write-Ups61One blank-titled row; mixed current and legacy editions are represented.Name or remove the blank row and add a current/legacy status field.
Test Tutorials13Database still titled “New database”; GORT says video needs editing.Rename the database and track tutorial review status.
Tutorial Video Library6459 accessible with transcripts; 5 broken; 38 Ready; 8 title/content checks; 13 blank Review values.Use for value triage. Fill the 13 blank Review statuses.
Anderson Workflow Hub5Old three-phase pages plus a separate eight-stage update record.Merge, then archive the separate update only after verification.
Georgia Workflow4Overview, Intake, Active Evaluation, Report Writing/Completion.Review its open clarification/addition sections after Anderson.
Archive candidates9 + 1 update noteSeven marked delete and two marked retain; ClickReports is absent.Do not use the old inventory’s archive contents.
Planned · not completed · September 28

Team work plan based on the live re-audit

Priority

Approximately 85% of available team time goes to Anderson.

The immediate outcome is one usable Anderson workflow—not another parallel update page.

Richa · workflow reconciliation

  1. Use the conflict table above as the starting merge matrix.
  2. Map each 2026–27 stage into the existing Anderson workflow records.
  3. Identify which steps belong in the central SOP/workflow database and classify each as Workflow or SOP.
  4. Add District, Stage, Keywords, Owner, Last Reviewed, Current/Legacy, and Canonical Source fields.
  5. Link Psych OS for law, evaluation components, rating scales, templates, and email tools already maintained there.
  6. Use the school-provided directory as the contact source and prepare current names/emails for Agency OS; remove duplicate contact maintenance from the workflow page after migration is verified.

Kat · Anderson support, then videos

  1. Locate training, tutorials, and embedded instructions that support the eight-stage Anderson pipeline.
  2. Match the four Anderson-tagged videos to the correct workflow stages.
  3. Near the end of the shift, review video rows without a Review status first.
  4. Preserve useful Arizona, Georgia, report-writing, and AI content even when a school or tool reference is older.
  5. For Minimarks and ClickReports recordings, separate reusable process instruction from outdated interface steps.
  6. Flag student-name exposure for editing before reuse.
Video facts already verified

Four videos are tagged Anderson; two are tagged Arizona; one is tagged Georgia Charter; one is tagged Minimarks; 39 are tagged Reports. The video review can begin from the existing metadata rather than reopening all 64 from scratch.

Audit ledger

When each area was checked

“Reviewed” is the audit date. “Notion last edited” is the source’s own timestamp and does not by itself prove the content was substantively updated.

AreaReviewedNotion last editedStatus
Hub homeSep 27, 2026Sep 27, 2026Live verified
Hub AdminSep 27, 2026Sep 27, 2026Live verified
Module 1Sep 27, 2026Sep 26, 2026Live verified
Module 2Sep 27, 2026Sep 26, 2026Live verified
Module 3Sep 27, 2026Aug 12, 2026Live verified
Module 4Sep 27, 2026Sep 11, 2026Live verified
Module 5Sep 27, 2026Sep 26, 2026Tool cleanup
Module 6Sep 27, 2026Sep 11, 2026Live verified
Module 7Sep 27, 2026Sep 27, 2026Live verified
Anderson district pageSep 27, 2026Sep 27, 2026Conflicting sources
Anderson workflow recordsSep 27, 2026Sep 27 / Sep 11, 2026Merge required
Georgia CharterSep 27, 2026Sep 11, 2026Open questions
First StepsSep 27, 2026Sep 27, 2026Placeholder
Private PracticeSep 27, 2026Sep 26, 2026Placeholder
Video LibrarySep 27, 2026Rows checked Sep 26, 202664 rows verified
Old inventory fileNot reused as current evidenceSep 10 snapshotHistorical only
Source map

Live Notion sources used for this audit

Scope note

This audit verifies the live structure and returned Notion content. It does not claim that every external authenticated system, embedded attachment, or private Google/Dropbox link was opened. The Tutorial Video Library’s own September 26 access review is reported as source data. The separate September 10 inventory remains useful for historical traceability only.