Internal · Audit
Demo Feature Connection Checklist
Every public /demo element mapped to its real product feature, route, role, and status.
Internal Audit — Not Linked From Nav
This page is noindexed and not linked from the marketing navigation. Use it to confirm the demo accurately mirrors the signed-in product and that nothing overpromises.
| Demo element | Product feature | Lives at | Roles | Data source | Next action | Status |
|---|---|---|---|---|---|---|
| Demo overview grid | Marketing landing for product walkthrough | /demo | student, parent, educator, school, district, partner, platform | Fictional sample student (Jordan Rivera) | Click a step to start the guided walkthrough | live |
| Intake category list | Student onboarding / intake profile | /intake (signed-in) | student, parent, educator | intake_responses + student_profiles | Sign in and complete real intake fields for the student | live |
| Role lens on intake | Role-targeted intake prompts | /intake (signed-in, role-aware) | student, parent, educator, school, district, partner | Static role copy | Pick a role to preview how prompts adapt | partial |
| Student Voice prompt cards | Student Voice capture | /voice (signed-in) | student | student_voice_responses | Sign in as a student to record real responses | live |
| IEP / document insight panel | Document upload + AI-assisted summary | /documents (signed-in, educator or family) | educator, parent, school | documents + document_insights | Sign in to upload an IEP/PPT and review the AI summary | partial |
| Needs Review flags | Document insight review queue | /documents (signed-in) | educator, school | document_insights.needs_review | Educator reviews and confirms or edits the flagged item | partial |
| Student Snapshot section | Pathway Report — student snapshot | /report/$reportId (signed-in) | student, parent, educator, school | pathway_reports.snapshot | Open the live report from the dashboard | live |
| Student Voice summary | Pathway Report — voice summary | /report/$reportId#voice | student, parent, educator | student_voice_responses | Sign in to view the live student voice summary | live |
| Family Priorities | Family input on Pathway Report | /report/$reportId#family | parent, educator | family_priorities | Parent adds priorities during onboarding or before a PPT | live |
| Educator Input | Educator / case-manager notes on report | /report/$reportId#educator | educator, school | educator_notes | Educator adds context before generating an updated report | live |
| IEP / Document Insights section | Document insights summarized in report | /report/$reportId#documents | educator, parent, school | document_insights | Upload the most recent IEP and regenerate the report | partial |
| Strengths / Preferences / Interests / Needs | Pathway Report SPIN block | /report/$reportId#spin | student, parent, educator | intake_responses + voice + documents | Refine SPIN by completing intake and voice steps | live |
| Readiness Indicators | Pathway Report — readiness scoring | /report/$reportId#readiness | educator, school, district | readiness_indicators (derived) | Indicators recompute as new data arrives | partial |
| Recommended Pathways | Pathway recommendations | /report/$reportId#pathways | student, parent, educator, school | pathway_recommendations | Save a pathway to drive resource and partner matching | live |
| Matched Resources | Resource library match | /resources (signed-in) | student, parent, educator | resources + saved_resources | Save resources to the student's plan | live |
| Matched Opportunities | Partner directory matching | /opportunities (signed-in) | student, parent, educator, partner | partner_opportunities | Request more info or shortlist for a PPT meeting | partial |
| Meeting Prep | PPT / meeting prep packet | /meetings (signed-in) | parent, educator, school | meeting_prep + action_items | Print or share the prep packet before the PPT | live |
| 30 / 60 / 90 Day Plan | Action plan timeline | /plan (signed-in) | student, parent, educator | action_items | Assign owners and due dates | live |
| Needs Review flags | Report quality flags | /report/$reportId#review | educator, school | report_flags | Resolve each flag before sharing with family | partial |
| What Changed Since Last Report | Report diff between versions | /report/$reportId#changes | educator, school, parent | pathway_reports (versioned) | Reviewer confirms changes are accurate | future-phase |
| Resource match cards | Resource library | /resources (signed-in) | student, parent, educator | resources | Save resources to the student plan | live |
| Recommendation rationale | Why-this-matched explanation | /resources/$id (signed-in) | student, parent, educator | resources.match_rationale | Use rationale during family conversations | partial |
| Partner opportunity cards | Partner directory + opportunity matching | /opportunities (signed-in) | student, parent, educator, partner | partner_opportunities | Shortlist an opportunity and notify the family | partial |
| Request more info button | Family/partner intro request | /opportunities/$id (signed-in) | parent, educator | opportunity_intro_requests | Sign in to send a real introduction request | future-phase |
| Intro request status chip | Opportunity intro lifecycle (not started → connected) | /opportunities (signed-in, family + educator) | parent, educator | opportunity_intro_requests.status | Family/educator advances the status through the lifecycle | future-phase |
| Partner-side view callout | Partner workspace privacy boundary | /partner (signed-in, partner) | partner | partner_opportunities + aggregate interest counts | Partner sees matched interest and intro requests — never student PII | live |
| 30/60/90 day timeline | Action plan | /plan (signed-in) | student, parent, educator | action_items | Assign and track action items | live |
| Meeting agenda + talking points | PPT / IEP meeting prep | /meetings/$id (signed-in) | parent, educator, school | meetings + meeting_prep | Share prep packet ahead of the meeting | live |
| Sample meeting summary | AI-assisted meeting summary | /meetings/$id/summary | educator, school | meeting_summaries | Educator reviews and finalizes the summary | future-phase |
| Previous meeting minutes (read-only) | PPT minutes capture | /meetings/$id (signed-in, educator) | educator, school, parent | meetings + meeting_action_items | Educator captures decisions during the live meeting | partial |
| Agenda → Pathway Report linkage table | Single-source-of-truth between prep packet and report | /meetings/$id (signed-in) | educator, school, parent | meeting_agenda_items → pathway_reports.content | Decisions flow into the next report version + 30/60/90 plan | live |
| Month view with sample milestones | Transition calendar | /calendar (signed-in) | student, parent, educator, school | calendar_events | Add real events from the signed-in calendar | live |
| Student dashboard preview | Student dashboard | /student | student | student_profiles + action_items + voice | Sign in as a student to see the live dashboard | live |
| Parent dashboard preview | Parent / guardian dashboard | /parent | parent | linked_students + family_priorities | Sign in as a parent to see the live dashboard | live |
| Educator dashboard preview | Educator / case-manager dashboard | /dashboard | educator | caseload + action_items + meetings | Sign in as an educator to see live caseload data | live |
| School admin dashboard preview | School admin dashboard | /school | school | school_students + reports + readiness | Sign in as a school admin to see live data | live |
| District admin dashboard preview | District admin dashboard | /district | district | district_aggregates | Sign in as a district admin to see live aggregates | partial |
| Partner workspace preview | Partner organization workspace + PartnerForward | /partner | partner | partner_orgs + opportunities + intro_requests | Apply to become a verified partner | partial |
| Platform admin hub preview | Platform Admin Hub | /admin | platform | waitlist + invites + roles | Sign in as a platform admin to operate the hub | live |
| Join the waitlist CTA | Waitlist signup | /waitlist | student, parent, educator, school, district | waitlist_entries | Join the waitlist — does NOT grant immediate access | live |
| Create account / get started CTA | Account signup explainer | /get-started | student, parent, educator, school, district, partner | — | Choose the appropriate signup path for your role | live |
| Apply as partner CTA | Partner application | /contact?intent=partner | partner | partner_applications | Submit partner application for review | live |
| Request a demo CTA | Sales / school pilot contact | /contact?intent=demo | school, district | contact_requests | TransitionForward team replies within 2 business days | live |
| Transition Channel dashboard tile | Transition Channel — dashboard tile | /transition-channel (signed-in) | student, parent, educator, school, district, partner | channels + channel_members + channel_messages | Open the channel to reply, pin, or accept a connection request | live |
| Transition Channel preview page | Transition Channel — full conversation view | /transition-channel (signed-in) | student, parent, educator, school, district, partner | channels + channel_messages + channel_connection_requests | Sign in to send real replies, pin messages, and accept requests | live |