Current Standing

This register holds the tools your building has authorized and keeps each one's review current. Work the three tabs in order: begin at Levels to learn how to read the instrument, move to Standing to build and work the register, then turn to Calendar to see what each cadence puts ahead of you.

1. Start at Levels. Read the Levels tab first. It sets out what standing measures (how current a review is) and how that differs from the read finding (Proceed, Caution, or Flag), so the colored bands on the other two tabs are legible before you act on them.
2. Name the reader. In the bar below, enter the person accountable for these reads and the building or district. That attribution carries onto the footer and the export, so the register always says who is answerable for it.
3. Build the register on Standing. On the Standing tab, use + Add tool. Record the vendor, whether it is student- or teacher-facing, the educational services it provides, and links to the governing documents you read: terms, privacy policy, DPA. Set the procurement date, the review cadence (a new tool assumes a semi-annual read; change it per tool as needed), and the next review date.
4. Read on cadence, then log it. On or before each scheduled date, read the tool's governing documents, open the tool on Standing, and use Log a review. Record the date, the finding (Proceed, Caution, or Flag), whether the vendor's language drifted since the last read, and the action that follows. Logging resets standing to current and advances the next review one cadence forward.
5. Record material updates as they happen. When a vendor changes its terms, privacy policy, or DPA between scheduled reads, use Record a material update on Standing. The tool is marked for re-read at once, independent of cadence, until a logged review resolves it.
6. Turn to the Calendar, and keep records. Standing orders the tools by review urgency; the Calendar projects each review forward on its cadence so nothing arrives unseen. Both the Standing list and the Calendar are built to print: open the tab you want and use Print to send it to paper or to save it as a PDF for a dated, sound record. The register itself is held in this browser alone, so use Export to back it up or move it to another machine, and Import to restore it.

Standing is how current a tool's review is, measured from the last read against the next scheduled read: Up to date, then a running count of days since the last read, then a countdown as the next read approaches, then Overdue. The band is read against the tool's own cadence, so the same day count means more on a monthly tool than an annual one.

The read finding is the judgment from the read itself, recorded on each logged review as Proceed, Caution, or Flag and carried in the journal. Standing tracks whether the read is current; the finding tracks what the read concluded.

The journal records each review with the date it was performed, the finding set that read, and whether the vendor's language drifted since the last read. That dated history is the longitudinal record the firm's monitoring principle requires, not a notes field.

A material update is a vendor change to the governing documents. Recording one resets the clock at once, independent of cadence, and marks the tool for re-read: the read of record predates the change and no longer describes the current language. A logged review resolves the update.