My Dashboard
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Roster Manager
Pick a Coach, Reviewer, or Team to drill in. The detail view fills in on the right.
RST Dashboard
High-level figures and metrics for the Review Support Team.
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📄 Preliminary Report
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📊 Quality Reports Overview
Executive view of review progress across every program. Filter, scan, drill.
Pending Actions
Test Mode intercepts every outgoing email/SMS to — / —. Flip to Live only when you are ready to contact real candidates.
Replacement transactions staged locally. Upload a .docx template to email/SMS a candidate, or hit Finalize Replacement to write to the Recommendations sheet.
Recently Finalized
Attempts that have been pushed to Smartsheet. Watch for the ⚠ sync issue badge — use Retry Smartsheet Sync to replay the live-provisioning block without touching the local DB.
✏️ Copyediting
Someone else edited this blockChanges
Select someone on the left to begin a replacement.
Communications
Template Source
Pick a saved template OR upload a fresh .docx, then commit your choice below.
HTML templates render as styled email (great for branded layouts, links, images);
.docx templates render as plain text with line breaks preserved. Both flavors
support {{Tag Name}} merge fields the same way.
SMS carriers strip HTML — upload a plain .docx here so the message lands as readable text on the recipient's phone.
Tag Mapper
Every {{tag}} detected in your template gets a dropdown; pick the roster column it should pull from.
Live Preview
(no template loaded)
Audience
Send Test to Me
Fire a single rendered copy to whatever address you type below — defaults to your own if we have it on file. Free-form so anyone using this can test against themselves without bothering anyone else. "Preview as" picks whose row supplies the merge data.
System Logs
Replacement cycle events on top; Smartsheet sync + background mutations below.
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Workbooks
Search any coach, publisher, cohort, rubric, or workbook code to jump straight to the sheet.
Cross-Alignment Inspector
Compare how the same Indicator is being scored across multiple Team Workbooks. Embeds the live Streamlit module — Coaches see their teams; Admins see every workbook.
📋 Pick List Audit
Verify the 398 programs are in the right buckets and the max-score totals add up where they should. Programs are grouped by rubric (12 pick lists) and sub-grouped by grade.
🧩 SuppRLA LQ Release Status Loading…
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🚨 Stakeholder Risk Record
Pick any stakeholder (publisher / team / reviewer / coach) — including ones with no risks yet — to review their record or log a new risk on the fly. The dropdown mirrors the upstream "Name of Stakeholder" picklist.
Pick an entity on the left to see their risk profile.
📦 Components List
Reconciles each program's Components List against what the publisher actually submitted.
Pick a program on the left to see its reconciliation findings.
🚩 Suitability Flags
Unified view across the three Suitability Flag Submissions sheets. Filter, count, and toggle Coach Verification / Lead Approval / Spam / Duplicate.
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📇 Publisher Contact Directory
Inspect every publisher's contact list, add or swap addresses across all programs (or a hand-picked subset), and stay under the Smartsheet 20-contact cell cap.
Pick a publisher on the left to see programs + contact lists.
🔁 Reconvene — Cycle 2026
One row per task — each team has one row for every task in its track (6 for Quality, 3 for Suitability). The generated team workbooks are the working record; here the Reconvene Coach marks a task Complete for their team, then Safal gives final approval. Coaches see only their own teams.
⚖️ Phase 1 Appeals
Click a card to review publisher-submitted Phase 1 appeals. Use Prev / Next inside the split-screen view to walk sibling appeals on the same guidance. Omissions are addressed at Consensus meetings; Technical Corrections at Drafting meetings.
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📋 Phase 2 Appeals
Click an indicator row to expand rationale, block/comment actions, and the comment thread. Tick Report Updated once the score change is reflected in the actual report — the ⚠ Not Reflected pill flags a checked row whose report score still matches what it was before. The Over Cap badge flags programs that appealed past their 25% cap — Supp RLA compares guidances, every other rubric compares indicators.
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📋 PM Coach Review
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Pick a person from the table to review them.
📋 PM Roll Call
Who's submitted their initial self-eval, and whether they've resubmitted since the update request went out — status comes straight from Smartsheet's own Sent Update Request record, not from guessing at changed values.
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🧮 Phase 2 Reconciliation
Every DCP program, sorted publisher → rubric → title. Left side is the working file we reviewed and accepted/rejected against (not the publisher's original raw upload), plus row count and indicator/guidance appeal count; right side is what's attached to their DV row. A mismatch there is the "black box" this tab exists to end.
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IMRA Inbox Manager
Admin Only · your own ticket history (passcode-scoped). Triage everyone else's tickets via the Workbooks → Active Tickets toolbelt.
🤖 Agent Morning Report
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🧠 AI Proposal Queue
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— · Most recent first.
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🛟 Tools Support Desk
File a support ticket against any workbook — we'll route it to your coach. Track its progress on the right.
Admin-only · rewrites the reviewer's email across all eight Application sheets plus the master Contact Look Up sheet in one pass.
— · Scoped to your passcode. Most recent first.
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📁 Previous Tickets — ▾
No resolved tickets yet.
📘 Portal Guide
One stop for every tutorial in the app. Click a section to expand. Every tab also has its own quick-access ⓘ How it works button if you'd rather read in context.
📊 Workbooks Manager ▾
🎯 Cross-Alignment Tool Admin Only ▾
👥 Roster Manager ▾
✉️ Communications ▾
🔄 Replacements ▾
🛟 Tools Support Desk ▾
🎫 IMRA Inbox Manager Admin Only ▾
📊 Quality Reports Overview ▾
📈 RST Dashboard ▾
🚀 Blast Engine Admin Only ▾
📋 Pick List Audit V1281 · INTERNAL · IGUANA ▾
🚨 Stakeholder Risk Record V1281 · INTERNAL · IGUANA ▾
🚩 Suitability Flags V1281 · INTERNAL · IGUANA ▾
📇 Publisher Contact Directory V1281 · INTERNAL · IGUANA ▾
Diagnostics
Admin-only control surface. Edits here take effect on the next login.
Tech Roadmap
Current IMRAface stack, the gap to a production-grade stack, and what each upgrade tier costs. Slides + reading mode. Useful for leadership conversations and personal portfolio leveling.
External API Keys
For third-party data consumers (Mighty Citizen's suitability/quality feed). Generates a key and emails a one-time-view link — the key is never shown in this panel, only to whoever first opens the link. First click wins; every click after that (including a refresh) shows "already viewed."
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Global Communications Mode
Test ModeLive Mode dispatches to real recipients. Test Mode reroutes every email + SMS the portal sends to the override addresses below so you can rehearse without spamming candidates.
Access & Permissions Manager
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🧱 Development Tracker
Stacked priority board for what each person is working on. Top of the stack = up next. Brick height isn't yet weighted by hours — that comes when default labor charges land.
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