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TypingMind · planning and updates

TypingMind Review and Updates

The working roadmap for making the School Psych knowledge base easy to search, confirming prompts and assessment templates work, and guiding use of the two approved AI model connections.

Planning page: This records the direction and the work ahead. It is not a live audit of TypingMind account settings.
Model access rule

Only use the two approved connections.

The team may use only the organization-provided ChatGPT and Gemini connections already linked in TypingMind. These API connections are backed by BAAs. Do not add or link any personal, free, or other API key.

How the pieces work together

One knowledge system. Three different jobs.

Source

Notion

Stores the team’s SOPs, workflows, training, district guidance, templates, and reference material.

Find + Work

TypingMind

Searches the knowledge base and gives the team access to the approved ChatGPT and Gemini connections for research, drafting, review, and different perspectives.

Operate

School Psych OS

Supports daily school psychology operations, students, evaluations, reports, communication, and team work.

What needs attention now

Current priorities

Priority 1

Confirm every prompt loads

Open and test the approved prompt library so missing, incomplete, broken, or outdated prompts are caught.

Priority 2

Confirm assessment templates work

Test each assessment template in the way the team uses it and flag anything that does not load, format, or function correctly.

Priority 3

Make the knowledge base easy to search

Use clear titles, synonyms, visible text, current dates, and flat page structure so the current answer is easy to find.

Priority 4

Make the access rules unmistakable

Team instructions must clearly state that only the two linked organization-provided connections may be used.

What to add or improve

The next build list

Prompt inventory

A complete check showing which approved prompts load, which need correction, and which are ready for team use.

Assessment-template test

A practical check that each approved template opens and works as intended.

Knowledge collections

Searchable sources organized by district, workflow, SOP, training, template, and assessment resource.

Visible sources

Answers should make it easy to identify the page, template, prompt, or procedure they came from.

Search test set

A repeatable list of real team questions used after every major knowledge-base update.

Correction loop

A simple way to report a broken prompt, template problem, or missing, stale, or conflicting answer.

What is coming

Build it in four passes

01GuardrailsPut the two-model rule where every team member can see it.
02LoadTest every approved prompt and assessment template.
03SearchAsk real work questions and verify the answer and source.
04MaintainLog failures and correct the prompt, template, or knowledge source.
How the team can help

Use real work to make search better

Prompts

Open and test

Confirm each approved prompt loads completely and report the exact prompt when something is missing or broken.

Templates

Use the real workflow

Test assessment templates during normal work and note any loading, formatting, or function problem.

Search

Ask real questions

Check whether TypingMind returns the current answer and makes the correct source clear.

Access

Follow the model rule

Use only the linked ChatGPT and Gemini connections. Do not add or link another API key.

Definition of ready

TypingMind is working when…