A real employment or credential role may perform many tasks across the SOPs. A task name, procedure occurrence, participation basis, or software function never creates another role. The selected step links the task back to the same canonical role and states its entry trigger. The directory contains 13 internal human categories in total: ten routine service/support categories and three rare clinical or legal escalation authorities. Procedure steps and trace rows are coverage evidence, not additional roles. For example, assessment review and medication review are different tasks under the same U.S. clinician category when the named clinician's license, scope, beneficiary location, and assignment permit both acts.
Eight-pillar episode systemAssessment → Care Plan → distinct service work → Ongoing return8 procedure steps
SOP taskEstablish an attributable baseline
Reviews the prepared examination and medical questions, performs the required examination, staging, diagnosis, treatment, or prescribing decision, signs the resulting finding or order, and returns the medical disposition to the attributable assessment record for the next routed action.
Enters when: Only when the assessment requires examination, staging, diagnosis, treatment, prescribing, orders, or another L4 medical act.Open exact procedure step →
SOP taskConvert accepted choices into owned actions
Supplies an exact diagnosis, treatment, prescribing, or other medical decision.
SOP taskOffer the configured Proxi companion interaction
Reviews the prepared medical question, makes the authorized diagnosis, treatment, reconciliation, prescribing, or order decision, signs the resulting instruction, and returns the disposition.
Enters when: Only when the prepared report contains a named diagnosis, treatment, medication, reconciliation, prescribing, or order question requiring L4 authority.Open exact procedure step →
SOP taskFurnish the distinct service
Reviews the prepared medical question, makes the authorized diagnosis, treatment, medication, prescribing, or order decision, signs the instruction, and returns the medical disposition.
Enters when: Only when the distinct obligation requires diagnosis, treatment, prescribing, orders, reconciliation, or another L4 medical act.Open exact procedure step →
SOP taskReturn the result and the next useful action
Answers a new diagnosis, treatment, prescribing, or other medical question.
Performs the scoped reconciliation or prescribing-authority decision and states the current instruction.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskRespond to caregiver exhaustion or possible breakdown
Addresses diagnosis, treatment, medication, or other medical questions.
Reviews the prepared conflict, elicits clinically necessary history, and makes the scoped reconciliation or current-instruction decision.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Eight-pillar episode systemWorked episode: caregiver exhaustion or possible breakdown2 procedure steps
SOP taskRoute protected or immediate concerns directly
Performs diagnosis, treatment, medication, or higher medical judgment.
SOP taskComplete the routed work and return a disposition
Reviews the prepared medical question, makes the authorized diagnosis, treatment, reconciliation, prescribing, or order decision, signs the resulting instruction, and returns the disposition.
SOP taskConfirm people, access, modality, schedule, and packet
Accepts the examination, staging, medical, and prescribing-authority domains assigned within scope.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskWork history, cognition, function, hearing, staging, and medication
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskScreen behavioral health, safety, environment, and social needs
Performs diagnosis, treatment, medication, or other medical judgment created by a finding.
SOP taskSynthesize, discuss, hand off, and document completion
Reconciles the examination, staging, diagnosis, treatment, medication, and prescribing-authority findings, signs the medical determination and any order, records unresolved medical questions, and returns the disposition for baseline completion.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Comprehensive Assessment procedure mapAssessment finding: continue, pause a dependency, or route immediately4 procedure steps
SOP taskPreserve the exact response and source
Captures and interprets a medical response within scope.
SOP taskArrange the specific additional evaluation
Determines the exact additional diagnostic evaluation, order/referral need, and medical return question.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Person-Centered Care Plan procedure mapFrom current facts and beneficiary direction to owned action5 procedure steps
SOP taskAssemble the current source packet
Supplies or receives an exact diagnosis, treatment, medication, or other medical question.
SOP taskSend actions, confirm custody, follow results, and revise
Performs the assigned medical, diagnostic, treatment, prescribing, or order act, signs the instruction, and returns the result to the Care Plan tracker.
SOP taskRun the specialist referral and return loop
Defines the clinical referral need and purpose, resolves clinical suitability or conflicting recommendations, and reviews returned findings.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskCoordinate a care-setting transition
Performs medication reconciliation or prescribing, resolves conflicting clinical instructions, and makes diagnosis, treatment, or higher-authority plan decisions.
Care Coordination and Transitional Care procedure mapSpecialist referral: clinical need to returned recommendation5 procedure steps
SOP taskDefine the clinical need and purpose
Determines the clinical referral need and supplies the scoped purpose or question.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskPrepare factual options and support beneficiary choice
Resolves uncertain specialist clinical capability or suitability.
Enters when: Only when factual directory information cannot answer the clinical question.Open exact procedure step →
SOP taskRelease the referral and arrange the visit
Supplies the clinician-defined reason and any required clinical order.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskObtain the visit result and recommendation
Receives the original returned recommendation and source-linked summary for clinical review.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskReview, explain, and carry forward the result
Reviews specialist findings, resolves clinical conflicts, explains clinical meaning, and determines clinical plan effects.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Care Coordination and Transitional Care procedure mapCare-setting transition return loop2 procedure steps
SOP taskOpen distinct affected work in parallel
Accepts medication reconciliation or prescribing, conflicting clinical instructions, treatment, diagnosis, or other L4 work.
Referral and Services Supports procedure mapIndividual referral: need to actual service result2 procedure steps
SOP taskDefine the need and desired result
Reviews the prepared diagnosis, treatment, medication, and clinical-suitability question, determines the authorized referral need and urgency, signs any required order or instruction, and returns the medical disposition.
SOP taskSearch, verify, and present current factual options
Determines clinical suitability within scope rather than allowing software or the navigator to infer it.
Enters when: Only when the option requires an individualized clinical-suitability decision.Open exact procedure step →
Medication Management and Reconciliation procedure mapFrom a real trigger to an authorized regimen result and real-world use7 procedure steps
SOP taskConfirm the trigger and assemble every relevant source
Receives the prepared source packet as the prescribing-authority owner of reconciliation and medication judgment.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskMatch, compare, pursue missing facts, and prepare the review
Receives the prepared difference set and focused questions for prescribing-authority review.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskPerform reconciliation and author the medication result
Performs prescribing-authority reconciliation, authors the intended regimen, and determines complete-no-change, complete-with-change, or truthful incomplete status.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskWhen changing medication, separate proposal, agreement, choice, and order
Authors the GUIDE-originated proposal and, after required agreement and choice, issues any lawful order within prescribing authority.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskTrack order, pharmacy, possession, instruction, use, and monitoring separately
Authors the order, final instruction, and required clinical monitoring or response.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskProvide schedule and access support without choosing treatment
Receives the exact prepared clinical question and decides any regimen, substitution, route, or treatment alternative.
Enters when: When an access barrier requires a clinical alternative rather than administrative repair.Open exact procedure step →
SOP taskUse the medication-safety bypass
Performs prescribing, treatment, causality, medication-disposition, or higher-authority medical judgment.
Enters when: When the issue requires prescribing authority or higher medical judgment.Open exact procedure step →
Medication Management and Reconciliation procedure mapMedication source packet to clinician-authored reconciliation result5 procedure steps
SOP taskCompare all source assertions literally
Receives the literal difference set for prescribing-authority interpretation.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskPrepare one source-linked review packet
Receives the completed source-linked packet for clinical reconciliation.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskPerform clinical reconciliation
Determines the intended regimen, clinical disposition, and monitoring within prescribing authority.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskRecord complete-no-change, complete-with-change, or incomplete
Classifies the clinician-authored result and states the current safe instruction and unresolved work.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskExplain the reconciled result and remaining uncertainty
Explains individualized clinical meaning, decisions, uncertainty, and monitoring.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Medication Management and Reconciliation procedure mapOrder-to-use evidence ladder3 procedure steps
SOP taskIssue the lawful current order or cancellation
Issues the lawful current medication order or cancellation within beneficiary-location prescribing authority.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskSynchronize destinations and give exact final instructions
Reviews the prepared regimen change, makes and signs the final clinical instruction, and states the implementation and monitoring requirements.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskConfirm implementation and complete defined monitoring
Interprets monitoring results and determines medication or treatment action within prescribing authority.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Caregiver Education and Support procedure mapFrom caregiver applicability to a human-owned useful result7 procedure steps
SOP taskReview assessment, priorities, plan, and available services
Reviews the prepared medical or treatment question affecting caregiver support, makes the authorized medical decision, signs the instruction, and returns the permitted support-plan constraint or next action.
SOP taskOffer, arrange, and facilitate support-group participation
Moves the higher-authority medical question out of the group setting, makes the authorized medical decision, signs the instruction, and returns the permitted disposition to the caregiver and caregiver-support record.
Enters when: When diagnosis, treatment, prescribing, or higher medical judgment is required.Open exact procedure step →
SOP taskFurnish substantive one-to-one support and escalate protected concerns
Performs higher-authority medical, diagnosis, treatment, or prescribing work.
SOP taskOffer optional support, role coaching, resources, and counseling referral
Performs higher medical judgment when the referral question requires it.
Enters when: When the caregiver issue requires medical diagnosis, treatment, or prescribing authority.Open exact procedure step →
SOP taskReassess caregiver need and update support
Reviews the follow-up medical or treatment facts, determines whether diagnosis, treatment, medication, or orders must change, signs the disposition, and returns the permitted next instruction.
Enters when: When the caregiver change creates a medical issue requiring L4 authority.Open exact procedure step →
Caregiver Education and Support procedure mapCaregiver skills training: automated content plus human application3 procedure steps
SOP taskFurnish the applicable skill content
Reviews the individualized diagnosis, treatment, medication, or medical question, makes and signs the authorized instruction, states the caregiver-facing limits, and returns the permitted teaching content.
SOP taskRoute individualized clinical or safety judgment
Reviews the prepared diagnosis, treatment, medication, prescribing, or higher-authority medical question, makes and signs the authorized decision, returns the permitted caregiver-facing instruction and stop conditions, and directs any required emergency or follow-up action.
Each selected diagram step shows the exact task and entry condition under the same canonical role; the linked SOP carries the full procedure.
People who furnish or support GUIDE services
L1
Philippine 24/7 and coordination support
Proxi's Philippines-based human first-answer and administrative support team.
$5.50/hour planning assumption · July 14, 2026
Functions this category may perform
24/7 human first answer, identity and callback capture, and warm transfer
Scheduling, record pursuit, endpoint verification, structured intake, and failed-route recovery
Source-faithful documentation and permitted administrative follow-through
Authority
Performs approved nonclinical first-answer and administrative acts.
Hard boundary
Not a GUIDE navigator contact and never clinical triage, medication reconciliation, treatment, or U.S.-licensed work. A Philippine RN credential does not expand this lane.
82 linked procedure steps across 26 procedure maps
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
Puerto Rico-based nonclinical dementia care navigator with current Alzheimer’s Association® essentiALZ® certification for dementia care navigation.
$22/hour all-inclusive planning assumption · July 14, 2026
Functions this category may perform
Primary relationship, required GUIDE contact, and beneficiary-led care-plan facilitation
Nonclinical assessment contribution, caregiver support, community coordination, and warm introductions
Caregiver-training tasks only when the named navigator's verified competency covers the subject
Human clarification for ambiguity, disagreement, distress, accessibility failure, or requested relationship help
Authority
Performs the specifically required or valuable nonclinical human GUIDE task after preparation. A training task requires verified subject-specific competency; it does not create a separate trainer job category.
Hard boundary
No clinical or medical work, even if an individual also holds an RN or other professional credential. A topic outside the navigator's verified training competency routes to the applicable U.S. clinician or an approved outside training provider. Not the default fact collector, option builder, or gateway to a clinician.
113 linked procedure steps across 26 procedure maps
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
A dementia-proficient NP, PA, CNS, physician, or other exact prescribing/E/M professional authorized for the beneficiary location and act.
$140/hour planning assumption · July 14, 2026
Functions this category may perform
Required examination and clinically necessary history
Diagnosis, staging, treatment, medication reconciliation, prescribing, and medical orders
Higher-authority clinical contribution to assessment, care planning, transitions, and follow-up
Authority
Exercises only the medical and prescribing authority actually held by the named professional.
Hard boundary
Receives a prepared source-linked packet; routine record hunting, form population, scheduling, and administrative chasing occur before this role enters.
89 linked procedure steps across 25 procedure maps
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
The administrative subject-matter professional for state Medicaid benefits, waivers, coverage authorities, eligibility interfaces, and Medicaid responsibility questions.
Concrete work
Resolve a bounded Medicaid program or coverage-authority question
Identify the authoritative state, plan, waiver, payer, or agency source
Separate Medicaid responsibility from GUIDE and claim-processing work
Authority
Interprets the approved Medicaid program materials within assigned administrative scope.
Hard boundary
Not a clinician, navigator, eligibility adjudicator beyond delegated authority, or second revenue-cycle queue.
No routine procedure task
This job enters through a concrete failure or escalation route, not as a standing reviewer.
These leaders enter only for the issue inside their actual authority. They do not bless routine work.
Escalation authority
Head of nursing and clinical operations
The U.S. nursing leader accountable for nursing-practice quality, RN clinical operations, and escalations beyond the original nurse or first-line clinical supervisor.
Concrete work
Review a serious or repeated RN-practice issue
Set and correct nursing-practice and clinical-operations standards
Assign the responsible nursing correction and verify recovery
Authority
Exercises nursing leadership within actual organizational, licensure, and jurisdictional authority.
Hard boundary
Not a reviewer for administrative, navigator, billing, privacy, software, or physician-quality work.
1 linked procedure step across 1 procedure map
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
The physician executive used for physician/medical quality, high-level medical judgment review, and medical-staff accountability when the issue exceeds the original clinician.
Concrete work
Review a serious physician or medical-quality issue
Resolve high-level medical-practice escalation within actual authority
Assign the responsible medical correction and verify its disposition
Authority
Exercises physician medical leadership within the CMO's actual organizational and professional authority.
Hard boundary
Not a rubber stamp for routine care plans, RN work, missed callbacks, staffing gaps, or administrative failures.
No routine procedure task
This job enters through a concrete failure or escalation route, not as a standing reviewer.
The named person or body inside the GUIDE Participant that retains a nondelegable approval, signature, attestation, or organizational accountability act.
Functions
Participant-retained approval, attestation, signature, or final accountability
Assignment and oversight required by the Participation Agreement or approved policy
Reviewer-visible subtype or participation basis
Exact retained Participant body
Exact retained approval, release, signature, attestation, or accountability act
Authority
Performs only the exact act that cannot be delegated or that the Participant has expressly retained.
Boundary
Not automatically the navigator or clinician and not a universal approver. Exact unresolved authority remains an open decision rather than a placeholder role.
No routine procedure task
This job enters through a concrete failure or escalation route, not as a standing reviewer.
The typed outside endpoint that controls an external act: PCP, specialist, pharmacy, hospital/facility, emergency service, payer, community organization, Medicaid/AAA/Tribal Aging Program, or contracted field professional.
Functions
Co-management, concurrence, direct treatment, dispense, coverage/intake decision, emergency response, or real-world service delivery
Returns source-native evidence of the outside result or truthful non-success
Reviewer-visible subtype or participation basis
PCP or primary care practice
Specialist, prescribing clinician, diagnostic provider, or laboratory
Pharmacy, supplier, hospital, facility, home-health, or hospice organization
Emergency, crisis, poison-control, or protective-service responder
Payer, Medicaid HCBS program, AAA, or Tribal Aging Program
Community service, caregiver support, training, transportation, interpreter, accessibility, or communications provider
Authority
Controls only the external decision or performance within that party's real role.
Boundary
Proxi may prepare, connect, pursue, and report; it cannot manufacture the external result from a send, appointment, claim, or acknowledgement. An external system is channel metadata for the typed endpoint, not a person or a Proxi software surface.
89 linked procedure steps across 26 procedure maps
These are participation or outside-party touchpoints. They are not Proxi employment roles.
Each linked task opens its definition, permitted job categories, and controlling procedure instead of creating a phantom role.
Task-routing rule
Assessment team or owner
The people accountable for the particular assessment act, not one standing job title.
How the exact person is selected
Resolve each task to the Puerto Rico navigator, exact U.S. RN, behavioral clinician, medical clinician, beneficiary/caregiver, or outside source shown in that assessment step.
The canonical person assigned the particular Care Plan action or protected contribution.
How the exact person is selected
The beneficiary leads choices; the navigator facilitates and owns nonclinical follow-through; an exact U.S. clinician owns protected clinical judgment; outside or Participant acts stay with those parties.
The canonical performer of the applicable caregiver education, support, training, or protected clinical contribution.
How the exact person is selected
Relationship and application work resolves to the Puerto Rico navigator. A training task may be assigned to a navigator only when that named navigator's verified competency covers the subject; protected clinical content resolves to the exact U.S. clinician, and approved contracted training may resolve to an outside provider.
A function requiring actual prescribing authority for the beneficiary location and act.
How the exact person is selected
It resolves to Proxi's exact U.S. L4 clinician only when Proxi supplies that clinician; otherwise it resolves to the typed outside prescribing clinician.
Repeated failure — supervisory task in the same job lane
An approved senior Philippine L1 worker or Puerto Rico GUIDE navigator performs the specific reassignment or recovery task after the owning SOP's repeat-failure trigger. This is a task and seniority assignment inside the same job category, not a new role. Nursing-quality or physician-quality questions enter the separate Head of nursing or CMO authority only when their protected judgment is actually required.
Nursing quality goes to the Head of nursing, physician or medical quality to the CMO, and a genuine uncovered legal question to healthcare counsel. The affected act remains held.
Run the approved software rule and keep the original worker responsible for ordinary completion or correction.
If human recovery is needed, use that worker's named lane lead before creating work for another department.
Classify the remaining issue by the observable work: system operation, software defect, claim, Medicaid, workforce, nursing quality, medical quality, or legal interpretation.
Assign one named rostered person from the matching real job category and state the exact input, act, output, due time, and return recipient.
Keep portfolio work outside the beneficiary episode. HR roster repair, system incidents, and QA sampling do not become furnished GUIDE services.
If no real role has the required authority, hold only the affected act and resolve the policy or organizational gap before field use.
Routine work correction
Canonical job category
The original worker; then that worker's Philippine, Puerto Rico, or clinical lane lead
Person enters when
A handoff, callback, service record, or assigned action remains incomplete after the approved automated retry
Work
Correct the original work inside the same lane; the lead enters only after the defined repeat-failure or dispute threshold.
Output
Corrected work, named next action, due time, and recovery evidence.
Episode boundary
Beneficiary episode. Quality is a responsibility of the applicable lane lead, not a separate case specialist.
A state Medicaid benefit, waiver, coverage authority, eligibility interface, or Medicaid responsibility question cannot be resolved from the approved rule and verified facts
Work
Resolve the bounded Medicaid program question or identify the authoritative outside source needed.
Output
Cited Medicaid disposition, missing source, or external referral; no GUIDE clinical decision.
Episode boundary
Program expertise. This is not a second billing queue.
Return rule: the enabling or escalation role returns its result to the service worker responsible for the affected action. It does not take over the beneficiary relationship.
Preparation and orchestration are visible, but they never borrow human authority.
01
Proxi Daily Companion
Configurable daily beneficiary interaction, approved information, reminders, action help, source-attributed self-report, and a direct request for a person.
Boundary
Not a qualifying navigator contact, 24/7 human first answer, clinical monitor, diagnosis, urgency decision, or service-completion event. Silence stays unknown.
02
Caregiver Companion View
Permission-scoped, source-dated last-confirmed beneficiary information, open actions, explicit unknowns, a fresh-check request, and an optional caregiver pulse.
Boundary
Does not expose unauthorized information, convert caregiver observation into beneficiary fact, score distress, or present synthetic clinical status. Silence, stale data, and conflict remain unknown and never become reassurance.
03
Staff Preparation and AI Workspace
Retrieval, source links, contradictions, unknowns, prior promises, approved explanations, options, summaries, and the exact unresolved question.
Boundary
Prepares and advises within approved content; it does not resolve the question, choose for the person, or prove human review.
04
Deterministic Routing and Takeover
Approved routing, no-repeat context transfer, retries, failed-handoff recovery, and preservation of the original issue.
Boundary
AI cannot select clinical urgency, authority, disclosure, service credit, or closure.
05
Action and Result Tracker
Promises, owners, deadlines, external responses, receiving acceptance, due work, returned results, corrections, and affected-pillar feeds.
Boundary
A send, alert, appointment, handoff, named owner, or dashboard state is not completion.
Proxi product layer · not a ninth pillar
Daily companion and caregiver pulse
Daily availability feeds the right service; it does not manufacture one.
Verify identity and permission.Use the person's current scope, not family relationship or old access.
Show the last confirmed picture.Every material item carries its source and as-of time; unknown stays unknown.
Offer a beneficiary interaction.The beneficiary may participate, defer, decline, or ask for a person.
Ask the optional caregiver pulse.Capture how the caregiver is holding up and whether help is wanted as caregiver-owned information.
Prepare; do not decide.Proxi retrieves context, preserves exact reports, and raises configured stop candidates.
Route to the real performer.L1, L2, the exact L3/L4 professional, a concrete enabling department or escalation authority, or the outside endpoint completes the named work and returns a disposition or source-native evidence.
Return one action plan.State what happened, which canonical actor is assigned each action, what remains unknown, and when the result is expected.
No response is not stability. Companion activity alone is not a human GUIDE contact, 24/7 human answer, caregiver assessment or support call, clinical assessment, or service credit.
Mechanical reviewer check
If a name does not resolve here, it is a phantom actor.
A diagram links concrete work and an entry condition to a canonical person. It may state a credential or seniority condition on the task, participation basis, or outside-party type. It may not create a new role from a task, combine software and a human into one label, or put a ledger, packet, calendar, route, or work queue in the actor lane.
A linked task phrase in a source manual returns here when the exact performer depends on the episode or an open authority decision. The selected diagram step must resolve that task to the applicable canonical actor and state the work performed; the task link itself never claims a new person.