Establishing the access-controlled workspace.
Invite-only access
Sign in to submit an update.
Accounts are issued by invitation. Editor and publisher are different people by design: whoever writes an update cannot be the person who releases it.
Administrator activation
Update authorization is ready to activate.
Enable the site identity service, keep registration invite-only, then assign the
portfolio-editor or portfolio-publisher role. The published portfolio
stays available; browser updates stay closed until that setup is complete.
Secure account setup
Set your password.
Create a password with at least 12 characters to continue.
Ask the site administrator to assign portfolio-editor or
portfolio-publisher, then sign in again.
- 01 EditOne record or full CSV
- 02 ValidateSchema, claims, safety
- 03 ReviewField-level difference
- 04 PublishIndependent authority
Browser update · recommended
Update one initiative in place.
Current register Loading current revision
Public programme status only. Never enter member, patient, claim, contact, credential, personal, or protected health data. Use accountable roles, never personal names.
Bulk pathUpload the full portfolio spreadsheet Several initiatives at once +
Download the current template from the workspace header, update only the facts that changed, preserve every initiative row, then return the file as CSV. Packaged template fallback
Separate controlled pathPropose a new initiative A workstream not yet on the register +
Use this path when an initiative is not already on the register. It creates a review candidate; it does not publish directly, and it still requires an independent publisher.
Validated candidate
Review every proposed change
- Effective date
- —
- Initiatives changed
- —
- Fields changed
- —
- Candidate reference
- —
Independent release authority
Attest before publication
The server confirms publisher role, independence from the submitter, candidate hash, and current-register version before release.
Validation complete. An independent portfolio publisher must review and release this candidate.
Review queue
Pending candidates
Loading authorized candidates.