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Operational guides

Turn the catalog into onboarding playbooks.

Generate an operational guide — for developers and their leaders — to onboard new users and gather feedback, with the flow as a diagram and a built-in feedback loop. Generated from the catalog, so it can't drift. Nothing leaves your device.

Educational and informational only — not legal or clinical advice. These guides describe how to operate a tool with your team; they are not advice for any specific family or case.

New here? This is one of the no-code tools — no install, all in your browser.

Generate a guide#

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Use it from the CLI#

The portal and the CLI compose from the same catalog, so a guide you preview here is identical to:

cotrackpro guide list                                   # every source you can build from
cotrackpro guide new school-incident-tool --out docs/onboarding.md   # a full guide, in your repo
cotrackpro guide new mediation-prep --audience leader   # the leader rollout view
cotrackpro guide feedback                               # add a "Guide feedback" issue form

How it fits#

A guide composes a blueprint (the richest source — roles, artifacts, scenarios, workflows, and guardrails), a scenario, or a workflow into a dual-audience playbook. The onboarding steps double as the nodes of the embedded flow diagram (the same @cotrackpro/sdk/diagram engine), and the flow runs through the visualize-and-approve gate before rollout. The feedback questions are standardized so responses stay comparable over time — and collected dev-natively through a GitHub issue form, no backend required. Generate, approve, onboard, gather feedback, fold it back in.

Browse the workflows and scenarios a guide draws from in the Library.