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Manager and admin workflows

What it is used for​

Managers and admins keep OpusHub running smoothly. The common workflows below cover what most teams do daily, weekly and monthly.

Who can access it​

Managers and Admins. Admins have the broadest access.

Daily manager workflow​

  1. Review My Dashboard and Organization Dashboard for today.
  2. Open Checklists and check progress on today's active runs.
  3. Spot-check checklist notes and any flagged items.
  4. Look in Learning Center > Assignment Management for assignments waiting on sign-off.
  5. Sign off completed assignments or send them back with a reason.

Weekly manager workflow​

  1. Review the previous week's run history. Look at completion rate and missed tasks per group.
  2. Add a checklist note on any pattern you notice.
  3. Edit templates or scheduling where the pattern reveals a problem. See Scheduling and Templates.

Monthly admin workflow​

  1. Audit the Users list. Remove anyone who has left and confirm roles match current responsibilities.
  2. Audit Roles and permissions on critical checklists.
  3. Review the Learning Centre library for documents past their reviewDate. Update them or extend the review date.
  4. Open Settings > Billing to confirm the plan and seat count. See Plans and billing.

Edit instance vs template​

  • Edit this Instance. Change only the active run you are on. Useful for one-off changes today.
  • Edit this Template. Change future runs. Optionally push to active to apply the template change to a run that is already open.

Important notes​

  • A checklist can be configured so only managers can close it. Take that into account when planning your closing routine.
  • Closing a run does not notify everyone with access. Owners and groups see status through dashboards and history instead.

:::info Screenshot placeholder Add screenshot: manager/admin navigation showing Checklists, Learning Centre, Users and Settings, with Assignment Management visible. :::