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Product guide

Understand linked planning views

Follow one sample task through three views and see why source references and completion records stay separate.

The connected Cognixoft pilot demonstrates a handover through Care, Companion and Everyday. It begins with an agreed goal and task, creates a personal plan and then creates a routine step. The example uses the same deterministic copy rules as the local Product Lab, while keeping its saved state separate.

Agree the source in Care

Use a fictional goal, a practical next task and a responsible role. The role might be Coordinator or Supporter; it is a label in the example, not proof that a named professional has accepted responsibility. Review the task before making a handover.

When the pilot creates a Companion plan item, that copy retains a reference to the Care task and its source title. The original task remains in Care. Creating the same copy again is prevented. In the connected pilot, changing the source after that handover requires a fresh example rather than silently rewriting the existing copy.

  • Use fictional information only.
  • Review the goal, task and role before copying.
  • Check the source reference in the personal plan.

Prepare in Companion and follow in Everyday

Companion provides the personal planning view and a place for questions for the next conversation. Copying its linked plan item to Everyday creates a routine step with a reference to that plan. The source trail explains where the step came from.

Completion is independent. Marking the routine step complete does not complete the Companion plan or the Care task. Try that in the review view and check all three results. A source link communicates provenance in this sample; it does not represent consent, live messaging, monitoring or permission to see someone else’s records.

Know which example you are changing

The browser pilot has its own saved example, resume prompt and reviewed backup restore. It does not read or reset your original Product Lab workspace. If another tab changes the saved pilot, editing is locked until the latest state is reloaded. Download the current view first if you need to retain it.

The optional team foundation saves separate fictional workspaces on this computer’s local server and checks organisation membership and roles there. It is a loopback-only engineering foundation. Neither experience is a released clinical service, an emergency tool or a clinically validated plan. Use the downloaded review to discuss the demonstrated workflow and its unanswered questions.

Sources & scope

Fictional workflow demonstration. Source links and completion records do not provide clinical advice, automatic sharing permission or a monitoring service.