> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Intake Coordinator Workbench & Task Management — Integration

> Version: 1.0 Last Updated: 2026-03-29 Status: ✅ Complete Spec: PM-42 Coordinator Workbench Constitution Reference: Section 1 (core boundaries), Section 5 (RLS,…

**Version:** 1.0\
**Last Updated:** 2026-03-29\
**Status:** ✅ Complete
**Spec:** [PM-42 Coordinator Workbench](../../../specs/pm/specs/PM-42-coordinator-workbench-task-management.md)\
**Constitution Reference:** Section 1 (core boundaries), Section 5 (RLS, composite FK exception for CE `ce_leads`)

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## Overview

PM-42 provides `pm_coordinator_tasks` and `pm_task_audit_log` for intake coordinators, with workbench UI, bulk actions, and compliance exports. Upstream intake specs (PM-38–PM-41) drive task creation and priority; **CE** is referenced only via `lead_id` referencing `ce_leads(id)` with tenant isolation enforced by RLS on `organization_id` (no CE core imports). **FW-16** delivers realtime notifications; persistence remains database-first per spec clarifications.

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## Integration Points (from spec)

| Dependency          | Pattern                      | Purpose                                                                              | Status           |
| ------------------- | ---------------------------- | ------------------------------------------------------------------------------------ | ---------------- |
| **PM-38**           | DB trigger / same-core event | Appointment created → confirmation task                                              | 📋 Specification |
| **PM-39**           | DB trigger / same-core event | Waitlist entry → call task                                                           | 📋 Specification |
| **PM-40**           | DB trigger / same-core event | Packet sent → reminder task                                                          | 📋 Specification |
| **PM-41**           | Data (same core)             | No-show risk → `priority_score` updates; export column alignment                     | 📋 Specification |
| **CE (`ce_leads`)** | Composite FK                 | `lead_id` scoped by `organization_id`                                                | 📋 Specification |
| **FW-16**           | Event / subscription         | Workbench refetch when tasks change                                                  | 📋 Specification |
| **PF-30**           | Platform Layer               | Permission keys `pm.coordinator_workbench.*`                                         | 📋 Specification |
| **GR (optional)**   | Outbound event               | `pm_appointment_confirmed` for flow automation — contract TBD in EVENT\_CONTRACTS.md | 📋 Specification |

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## Data Tables (PM-42)

| Table                  | Role                                             |
| ---------------------- | ------------------------------------------------ |
| `pm_coordinator_tasks` | Mutable while open; priority, assignment, status |
| `pm_task_audit_log`    | Insert-only coordinator actions                  |

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## Security

* **Tenant isolation:** All queries/mutations scoped by `organization_id`; RLS on both tables.
* **PHI:** Workbench shows intake PHI; no PHI in AI prompts, client logs, or outbound marketing payloads without consent templates (CE compliance).

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## Related

* [CROSS\_CORE\_INTEGRATIONS.md](./CROSS_CORE_INTEGRATIONS.md) — matrix row PM-42
* [EVENT\_CONTRACTS.md](./EVENT_CONTRACTS.md) — finalize event names with PM-38/41 owners