23 lines
10 KiB
CSV
23 lines
10 KiB
CSV
gate_id,subject,verification_required,owner_role,evidence_source,status,approval_date,authorization_required
|
||
JF-01,Question properties,"Types, required flags, defaults, exact options, visibility, internal identifiers, field-level PHI","Account owner + operations/privacy; Builder properties, no answers",Owner-confirmed 2026-10-27 ChatGPT WebUI/Jotform review: Form A (262946078314059) submitted fields are PHI-protected; all other properties remain unverified,Partially verified — Form A field PHI protection only,2026-10-27,Separate batch authorization; no action authorized by this checklist
|
||
JF-02,Conditions,"Show/hide, skip, calculations, update-field logic, conditional recipients and submission routing",Account owner; sanitized Conditions settings,Sanitized Builder configuration and owner approval; authorized runtime evidence where required,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
JF-03,Languages,"EN/ES support, complete translation, default/selector, errors, conditional logic, confirmation and embed locale behavior",Account owner + fluent reviewers; Builder plus later authorized runtime tests; never assume `?language=es`,"Owner-confirmed 2026-10-28 direct-Jotform tests: English and Spanish rendering, language handling, and conditional email requirement verified; embedded-iframe language/validation/confirmation remains open",Partially verified — Form A direct language and conditional-email behavior,2026-10-28,Separate batch authorization; no action authorized by this checklist
|
||
JF-04,Emails,"Notifications/autoresponders, recipient roles, subject/body/dynamic tags, attachments, reply-to, conditional routes, default IDs/links, inherited production recipients or defaults","Account/privacy owner; sanitized settings, no recipient addresses in public reports","Owner-confirmed 2026-10-28 direct-Jotform tests: generic staff notification contained no submitted answers or PDF attachment; staff notification and family autoresponder delivered; fixed hidden Reply-To verified in Thunderbird. Recipient roles, routing/defaults and embedded-runtime acceptance remain open","Partially verified — Form A generic messages, delivery and fixed Reply-To",2026-10-28,Separate batch authorization; no action authorized by this checklist
|
||
JF-05,Thank-you behavior,"Native confirmation, redirects, answer echo, all targets, HTTP POST forwarding",Account/privacy owner; Builder; submission-data POST to Astro/Contabo OFF,"Owner-confirmed 2026-10-28 direct-Jotform tests: native thank-you behavior verified. Redirect, answer echo, POST-forwarding settings and Astro-embedded confirmation remain open",Partially verified — Form A direct native thank-you,2026-10-28,Separate batch authorization; no action authorized by this checklist
|
||
JF-06,Integrations,"Integrations, webhooks, exports, destinations, Google/analytics, protected-data flows","Account/security/privacy owner; actual integration inventory, not cloning assumptions",Owner-confirmed 2026-10-27 ChatGPT WebUI/Jotform review: Form A has no webhooks or integrations; export/default/vendor behaviors beyond that reported review remain unverified,Verified — Form A webhooks/integrations absent,2026-10-27,Separate batch authorization; no action authorized by this checklist
|
||
JF-07,Security and availability,"HIPAA/form/field protection, spam, availability, prefill, save/continue, access, retention, limits and duplicates",Account/privacy/security owner; settings and approved operational policy,"Owner-verified 2026-10-27: privacy approval covers Form A PHI protection, generic no-PHI notification, no PDF attachment, no webhooks/integrations, recipient access and retention/deletion; other security/availability controls remain unverified","Partially verified — Form A approved configuration, access and retention scope",2026-10-27,Separate batch authorization; no action authorized by this checklist
|
||
JF-08,Embedding,"Approved HTTPS origin, hosted/iframe URLs, dimensions/mobile, scripts, referrer, locale and fallback",Account/hosting/accessibility owners; exported code and later authorized runtime evidence,"Repository evidence 2026-10-28: fixed Form A origin/URLs, no-referrer policy, minimal sandbox, localized conditional hosted fallback and seven-route isolated-test gate. Owner reports embedded synthetic submission/confirmation on EN contact, ES contact and one ABA landing placement; exact third route and all-seven-route keyboard/responsive/runtime-network acceptance remain open; 2026-10-30 supersession: 16 placements are default-live by owner authorization, with remaining all-route runtime/accessibility acceptance separate",Partially verified — owner-reported sampled embedded acceptance plus adapter/fallback,2026-10-28,Separate batch authorization; no action authorized by this checklist
|
||
JF-09,Controlled synthetic acceptance,"Actual EN/ES synthetic submission, notifications, success/failure, redirects and privacy boundary",Later separately authorized isolated form/environment; never real patient data,"Owner-confirmed 2026-10-28 direct-Jotform EN/ES and sampled Astro-iframe synthetic submissions with native thank-you and notification/autoresponder delivery. Functional submission acceptance is complete for the reported samples; exact ABA landing route, all-seven-route runtime/privacy and production-release acceptance remain open; 2026-10-30 supersession: 16 placements are default-live by owner authorization, with remaining all-route runtime/accessibility acceptance separate",Owner-verified — Form A functional submission samples,2026-10-28,Separate batch authorization; no action authorized by this checklist
|
||
OA-01,Intake/operations,"Minimum fields, required flags/contact preference consistency, follow-up/callback expectations, Tour/fundraising scope",Intake/operations,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
OA-02,Clinical leadership,"Eligibility, service/evaluation availability, private-pay Social Club distinction, referral boundary and approved claims",Clinical leadership,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
OA-03,Jotform account owner,"JF-01–08 for Form A consultation and Form C, Form C blank-form creation, actual configuration/ID and preservation of all existing forms",Jotform account owner,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
OA-04,English/Spanish reviewer,"Labels, errors, instructions, confirmations and locale switching; no automatic translation approval",English/Spanish reviewer,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
OA-05,Privacy/legal/security,"Protected fields, generic email/headers/recipients, embeds/referrers, vendor flows, access/retention and tracking boundaries",Privacy/legal/security,"Owner-verified 2026-10-27 privacy approval for Form A PHI protection, generic no-PHI notification, no PDF attachment, no webhooks/integrations, recipient access and retention/deletion; embed/referrer runtime review and tracking boundaries remain open","Partially verified — Form A configuration, access and retention scope",2026-10-27,Separate batch authorization; no action authorized by this checklist
|
||
OA-06,Marketing,Deferred attribution categories and redesigned successful-submission semantics,Marketing,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
OA-07,Hosting owner,"Static/API separation, compile/deploy gates, CSP/referrer/log policy, preview isolation and fallback topology",Hosting owner,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
OA-08,Release owner,"Phase 10 integration activation, go/no-go, artifact/vendor rollback and deployment",Release owner,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||
FA-PRD-01,Form A mode and placement contract,Superseded 2026-10-30: live is default on 16 fixed placements; explicit off/mock isolate forms; indexing is independent; invalid modes fail clearly,Release + hosting owner,Owner authorizes public development forms; repository registry/artifact/browser tests; no hosting deployment performed,Owner-authorized architecture — runtime/site-release acceptance separate,2026-10-30,No additional Form A build approval flags; site cutover requires separate authorization
|
||
FA-CONS-01,Form A consultation context,"Verify fixed `consultation` presentation value, required service-interest question, five approved choices, conditional email/phone behavior, EN/ES translations and no additional collection; no diagnostic-evaluation explanatory note",Account + operations + clinical + privacy owners,Owner reports connected-app configuration; sanitized Builder configuration and approved synthetic test evidence still required; no ID/condition inferred by repository,Owner-reported configured — browser acceptance pending,2026-10-29,Default-live consultation placements owner-authorized 2026-10-30; Jotform runtime/language acceptance and site cutover remain separate
|
||
FC-01,Form C referral initiation,"Create only after authorization, then verify minimum professional fields, no patient data instruction, PHI controls, notification/retention and protected-workflow handoff",Account + operations + privacy owners,Sanitized Form C Builder configuration and approved synthetic test evidence,Pending/Unverified,,Separate creation and synthetic-test authorization required
|
||
INV-01,Supplied roster provenance and remaining verification,Complete 27-ID roster received and uniqueness checked; verify uncertain generic titles and relevant operational classification with account owner without inferring usage or retrieving submissions,Jotform account owner,Owner-supplied read-only connector roster; contract v1.2 section 3 lists all 27 unique IDs; individual roster no longer outstanding; new-form configuration and usage verification pending,Pending/Unverified,,Read-only metadata review authorization; no account mutation
|