# DISCOVER Setting, Role & Situation Recipes

Recipes select questions and Preview workflows only. They never widen the product's authority, data, permission or action ceiling.

## 12. Setting and role recipes

Recipes select workflows and questions only. They can never widen the product’s data, action, permission or authority ceiling.

| Recipe | Recommended first workflows | Special questions | Hard stop |
|---|---|---|---|
| **Academic Medical Center Research Office** | W01, W03, W04, W14 | Faculty/trainee roles, institutional priorities, HRO/IRB and ancillary reviews, shared resources, authorship and succession | No institutional determination, submission, faculty evaluation or resource award |
| **Health-System Innovation or Learning-Health-System Office** | W02, W04, W16, W20 | Care/operations boundary, nontechnology alternative, workflow burden, production separation, rollback and learning ownership | No EHR/production connection, clinical change, live A/B test or care recommendation |
| **Community Hospital, Clinic, FQHC or Rural Setting** | W02, W08, W10, W17 | Local relevance, capacity, digital access, language, transportation, compensation, trust, opportunity cost and feedback-back | No extraction of community data, token engagement, unfunded promise or burden transfer |
| **Clinical Research Unit or Trial Network** | W09, W13, W14, W15 | Protocol/portfolio metadata, site capability, safety routes, dependencies, sponsor/vendor questions and official CTMS boundaries | No participant data, enrollment, monitoring, CTMS write, site activation or safety determination |
| **Nursing, Allied-Health or Interprofessional Research Program** | W01, W02, W07, W21 | Practice-grounded questions, protected research time, mentorship, methods support, EBP/QI/research boundary and dissemination integrity | No credential invention, practice change, authorship assignment or bypass of local review |
| **Public Health or Population-Health Program** | W04, W10, W19, W20 | Jurisdiction, community governance, aggregate provenance, small cells, structural determinants, access and unintended effects | No individual targeting, protected-class inference, surveillance or public-health action command |
| **Digital Health, Data Science or Responsible-AI Lab** | W06, W16, W18, W22 | intended use, training/evaluation data, cyber/privacy, model version, human factors, monitoring, regulatory route, kill/rollback | No participant-level data in DISCOVER, production model, clinical claim, live deployment or self-directed agent |
| **Academic–Industry, Startup or Vendor Collaboration** | W06, W11, W12, W18 | conflicts, material interests, IP/background rights, data use, publication rights, independence, lock-in, exit and public claims | No endorsement, contract, data transfer, IP/legal conclusion, procurement or commercialization commitment |
| **Multi-Site Consortium or Research Network** | W11, W13, W15, W21 | governance, common definitions, versioning, local authority, federated/aggregate evidence, publication and exit | No cross-tenant participant data, assumed common approval, central override or uncontrolled harmonization |
| **Sponsored-Research and Grant Portfolio Leadership** | W03, W12, W13, W23 | pipeline balance, readiness, sponsor fit, protected time, review capacity, succession, closeout and knowledge transfer | No submission, budget certification, award acceptance, funding prediction or personnel ranking |

### Situation recipes

The runnable library should also include question-only recipes for:

1. ambiguous research/QI/clinical/product classification;
2. first-in-setting digital or AI innovation;
3. pediatric, family or other potentially vulnerable populations;
4. multi-jurisdiction or international collaboration;
5. community concern, complaint or possible safety issue;
6. retracted/corrected evidence or suspected integrity issue;
7. financially conflicted partner, inventor or sponsor;
8. pilot that is not meeting a predeclared safety, burden or equity guardrail;
9. failed S2 agent evaluation or unexpected data/action delta; and
10. project pause, responsible termination, archival and learning closeout.

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## Recipe preflight

Record setting, active hat, delegated authority, jurisdiction, sponsor/award/product context, local authoritative destinations, allowed data class, accessibility needs, Indigenous/Tribal/community governance where relevant, private-store choice and review expiry. If a recipe conflicts with local requirements, the local qualified owner decides and the record remains blocked/unknown until evidence is attached.
