Access by approved implementation.

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AnchorGrey Records

Program Onboarding

A static admin planning view for program setup, roster import planning, requirement templates, privacy defaults, and launch readiness.

Request implementation call View product tour

Access is provisioned through approved institutional implementation.

AnchorGrey Workspace

Director workspace

Spring 2026 cohort

Tenant provisioned
42Learners
24Complete
8Action needed
Reviewer workflow5
Program review11
Expiration watch7

Learner checklist

TB documentation
MMR record
Program form

Reviewer queue

Correction needed
Escalation

Program setup

Capture program structure, cohorts, user roles, and review responsibilities in a future production build.

Requirement template selection

Select a baseline template and adjust reviewer path, renewal logic, and instructions.

Privacy defaults

Start with status-only visibility for programs and raw document visibility hidden by default.

Roster planning

Roster setup is part of the implementation plan: define source data, role permissions, import cadence, exception handling, and ownership before approved implementation begins.

Launch checklist

Production gates before real program use.

  • Legal model confirmed
  • Google BAA accepted
  • HIPAA Included Functionality confirmed
  • Consent language reviewed
  • Storage configured
  • Role permissions tested
  • Audit logging enabled
  • Incident response plan reviewed