Operations · by 30 September
- Freeze active and legacy HIT/workflow inventory.
- Separate submitted, unsubmitted and intentionally retired states.
- Name qualification, approval and bonus logic without copying restricted records.
A printable 12-control close-out board for small research teams and legacy requesters. Assign owners, preserve evidence pointers, expose unknowns and stop before a replacement-platform claim.
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| Control | Deadline | Owner | Minimum evidence | Safe state | Stop / hold condition |
|---|---|---|---|---|---|
| C01 · Workflow inventory | 30 Sep | Operations | HIT/workflow row ID and purpose | known / retired / unknown | Unowned legacy workflow |
| C02 · Submission state | 30 Sep | Operations | Submitted/unsubmitted state pointer | frozen | Do not infer from old screenshots |
| C03 · Qualification logic | 30 Sep | Research | Plain-language rule; IDs may be redacted | documented / partial | Semantic meaning unsettled |
| C04 · Batch and response target | 30 Sep | Operations | Target/actual counts or restricted pointer | recorded / restricted | No participant rows in this board |
| C05 · Approval/rejection owner | 30 Oct | Operations | Named role and due date | owner assigned | Pending count not verified |
| C06 · Bonus owner | 30 Oct | Finance | Intended-action status and owner | closed / action due | No payment details copied |
| C07 · Transaction history | 28 Jan | Finance | Authorised-storage pointer and export date | exported / verify | Completeness not confirmed |
| C08 · Consent/ethics artifacts | Team date | Research | Pointer only | retained / restricted | No ethics determination here |
| C09 · Worker/participant data | Team date | Data owner | Retention state only | retained / deleted / restricted | No raw data transfer |
| C10 · Code/API dependencies | Before decommission | Engineering | Repository/version pointer; no secrets | pinned / unknown | Unreproducible dependency |
| C11 · Candidate-route questions | After archive | Research + engineering | Field, access and procurement questions | candidate only | no_equivalence_claim |
| C12 · Synthetic pilot gate | After owner review | Named approvers | Synthetic test and explicit stop rule | hold / approved separately | Stop before recruitment or data transfer |
Each operational row has an owner, state, observed date, storage pointer or deliberate unknown. Restricted materials remain with the authorised team.
Named-team access, qualification semantics, participant-pool fit, API/export shape, price, procurement and ethics suitability remain explicit questions.
Do not place participant responses, worker identities, payment details, credentials, private ethics records or secrets into a public/shared close-out board.
The US$250 Archive Readiness Pack covers up to three workflow rows. The US$750 Assisted Mapping Sprint adds one workflow mapped to up to two candidate routes. Prices are validation hypotheses, not proven market rates.
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