Booking
Capture the customer order and submit it for the configured review.
Typical owner: Order Booker / SalesRole profile / Assigned branch / team
Supervisor
Follow assigned team activity, review operational progress and escalate issues to the responsible manager. Department and approval rights are configured separately.
Role accountabilities
What this role is responsible for.
- Follow assigned team progress and route incomplete work or exceptions to its owner.
- Where explicitly assigned, review CNC follow-ups, route/visit progress, targets and independent incentive decisions.
- For operational incidents, inspect permitted response records and perform independent resolution review only when specifically authorized.
- Work only within assigned company, branch and department scope.
- Send each record to the next authorized owner; decisions and approvals follow company policy.
What this role can access—and what needs a separate grant.
- Assigned team records only. Cannot alter role rights, view salary, release payment or approve own submitted transaction; sensitive actions are logged.
- A supervisor title does not grant health.incidents.review or dashboard access. Resolution-review permission must be assigned separately; current dashboard/report access also requires company.update.
- No self-review of a health resolution. Company-level source reports are not automatically filtered to a supervisor’s branch; branch delegation requires separate validation.
These are FieldPro security requirements and intended permission boundaries. Actual enforcement depends on implementation, company policy and release validation.
Operational sequence
Where this role enters the workflow.
Credit Review
Check assigned customer exposure; proceed, hold or route an exception under company credit policy. An order-booker sees status only.
Typical owner: CNC / Authorized Credit ApproverApproval
Approve, reject or return the order for rework according to company policy.
Typical owner: Assigned ApproverStock Reservation
Reserve the stock for the approved order.
Typical owner: WarehouseWarehouse Dispatch
Prepare the dispatch and record the transport handoff.
Typical owner: Warehouse AdminTransport
Assign the delivery to an individual driver or rider.
Typical owner: Transport AdminOwner labels show the agreed operating flow; actual assignment, branch limits and approvals remain company-configured.
Expertise & module responsibilities
Workspaces connected to this role.
Each module shows what it manages, its process, information in and the records it hands off.
Branch Management
Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.
Module responsibilities & availability
- Branch directory and company-to-branch structureIn development
- Branch Manager and Supervisor assignments with explicit responsibilitiesIn development
- Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesIn development
- Sales teams, order bookers and assigned riders connected to their branchIn development
- Branch-level workflow visibility and authorized exception escalationIn development
- Company-wide oversight only for users assigned the relevant cross-branch rightsIn development
Process, inputs & handoffs
Process
- Define the company and its branches
- Assign the Branch Manager, supervisors and department teams
- Set record visibility and approval rights for each branch
- Follow orders, stock, dispatch and delivery within the assigned scope
- Escalate exceptions and review authorized branch summaries
Information received
- Company and branch structure
- Employee and department assignments
- Configured access and approval policies
- Branch orders, stock and delivery records
Records or handoffs produced
- Branch workspace and responsibility map
- Department handoffs with branch context
- Authorized branch summaries and exception queues
Approvals & Workflow Automation
Make approval ownership explicit, including sequential reviews, escalation and reject/rework paths.
Module responsibilities & availability
- Configurable sequential approvalsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Escalation and assigned notificationsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Reject and rework pathsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Separation of duties and restrictions on self-approvalPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Manager approval and rework workspaceSource present · live validation pending
The source manager dashboard supports review, follow-up, independent decisions, eligible closure and rejected-item rework for recovery-security alert reviews.
- Searchable paginated approval queueSource present · live validation pending
Filter by status, decision and manager, search text and browse 50 records per page in the source approval-review queue.
- Atomic bulk follow-upSource present · live validation pending
Assigned managers can add a follow-up to at most 25 eligible reviews together. This does not bulk-approve, reject or close them.
- Department workload and safe reassignmentSource present · live validation pending
Inspect advisory same-department workloads, choose an eligible active manager and reassign only open unreviewed items with a reason and history.
- Company approval SLA and internal escalationSource present · live validation pending
Monitor overdue review work and issue scheduled, company-scoped internal reminders using configured policy.
- Independent audit and CSV reportingSource present · live validation pending
View decision/rework history, verify the recorded audit chain and export bounded formula-neutralized reports within company permissions.
Process, inputs & handoffs
Process
- Create request
- Route to assigned approver
- Approve, reject or return for rework
- Complete authorized handoff
Information received
- Request and supporting records
- Approval policy
Records or handoffs produced
- Decision history
- Authorized next action
Sales Management
Show how a customer order moves from the sales team into approval and fulfilment.
Module responsibilities & availability
- Customer ManagementReported Developed
Maintain assigned customers and their authorized business context.
- Sales Quotations (Multiple Revisions)Reported Developed
Keep quotation revisions and their approval history.
- Quotation ApprovalReported Developed
Route the chosen quotation revision to the assigned approver.
- Sales OrdersReported Developed
Turn an approved customer request into a controlled order.
- Delivery ManagementReported Developed
Connect the order to warehouse dispatch and transport handoffs.
- Sales Invoicing (Issue / Cancel / Audit)Reported Developed
Manage invoice lifecycle through assigned issue/cancellation rights and audit.
- Customer ReturnsReported Developed
Route eligible returns through the required warehouse and finance review.
- Sales Reports & AnalyticsReported Developed
Review assigned team, customer and order activity.
- Export to PDF / ExcelReported Developed
Provide permitted sales reports/documents in their appropriate export formats.
- Integration with Warehouse & AccountsReported Developed
Carry source-linked stock and financial handoffs across departments.
- Configurable sales responsibilities across region and branch teamsPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Customer and order-booking contextPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Approval handoff before fulfilmentPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Order visibility across assigned sales rolesPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Book customer order
- Submit for approval
- Follow stock reservation
- Track dispatch and delivery handoff
Information received
- Customer request
- Booked order
Records or handoffs produced
- Approval request
- Order fulfilment status
Warehouse & Stock
Connect approved orders with stock reservation, warehouse preparation and a traceable dispatch handoff.
Module responsibilities & availability
- Multiple Warehouses & LocationsReported Partial
Keep stock records tied to their company warehouse and location.
- Stock In / OutReported Partial
Record authorized inventory movements and source references.
- Goods Receipt (Local & Import)Reported Partial
Receive goods against the relevant local or import record.
- Delivery / DispatchReported Partial
Prepare and confirm authorized stock dispatch.
- Stock TransferReported Partial
Move inventory between permitted locations with traceability.
- Stock AdjustmentReported Partial
Require an approved reason and audit for inventory corrections.
- Batch & Serial Number TrackingReported Partial
Trace goods using assigned batch or serial identifiers.
- Expiry Date ManagementReported Partial
Track applicable product expiry dates and exceptions.
- Stock Reports & ValuationReported Partial
Review balances and valuation using configured costing rules.
- Integration with Sales, Purchase & ProductionReported Partial
Link stock handoffs only where the operating workflow is enabled.
- Approved-order handoffPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Stock reservation stagePreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Warehouse dispatch coordinationPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Links between booked orders, stock and transportPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Receive approved order
- Reserve stock
- Prepare warehouse dispatch
- Hand over to transport
Information received
- Approved order
- Available stock information
Records or handoffs produced
- Reservation record
- Dispatch handoff
Transport & Dispatch
Make the movement from warehouse dispatch to individual driver or rider assignment understandable.
Module responsibilities & availability
- Warehouse-to-transport handoffIn development
- Individual driver and rider assignmentIn development
- Delivery progress and exception coordinationIn development
- Accounts handoff after delivery reviewIn development
Process, inputs & handoffs
Process
- Receive dispatch handoff
- Assign driver or rider
- Coordinate delivery
- Review completion or exception
Information received
- Dispatch details
- Authorized delivery assignment
Records or handoffs produced
- Transport assignment
- Delivery status
Push-to-Talk & Field Communication
Give authorized field teams company-scoped communication channels, transmit permissions and a controlled turn to speak.
Module responsibilities & availability
- Channel administration and permissionsSource added
Channel listing, members, creation, grant and revoke are recorded in the source batch; active company context is required.
- One speaker at a timeSource added
Company/channel speaking-turn controls use a 15-second lease and a holder-only release.
- Rider channel selectorSource scaffold
Initial Flutter sign-in, secure token storage and read-only channel selection exist. Role mapping and platform project generation remain pending.
- Live voice audioPlanned / integration required
Microphone capture, an independently authorized media service and live audio delivery remain to be implemented.
- Supervisor, sales, delivery and collection app coveragePlanned
PTT is intended across these field apps; a separate finished implementation for each is not established.
- Local offline communicationPlanned / hardware dependent
Bluetooth or Wi-Fi Direct has local range; no 1–2 km or long-distance offline voice capability is claimed.
Process, inputs & handoffs
Process
- Select an authorized company
- Open a granted channel
- Check transmit permission and acquire a speaking turn
- Send voice through the configured media service when available
- Release the turn and clear company state on sign-out
Information received
- Authorized company membership
- Channel grant and transmit rights
- Configured media infrastructure
Records or handoffs produced
- Permitted channel list
- Speaking-turn state
- Voice capability readiness status
Emergency, SOS & Muster
Record company incidents, route them to authorized supervisors and track response, muster and escalation from one dashboard.
Module responsibilities & availability
- Incident and database inboxSource added
Incident creation queues recipient-specific inbox entries for eligible active company admins and supervisors.
- Supervisor emergency permissionsSource added
Separate view/respond/muster grants and revocation; acknowledgement and resolution require response permission.
- Muster / headcountSource added
Authorized headcount recording and summary routes exist in source.
- Five-minute escalation workerSource added / setup required
CLI worker queues eligible open non-drill incidents, with duplicate prevention and transaction locking. Cron activation remains pending.
- Emergency dashboard and pollingSource added
Company inbox and incident details refresh every 30 seconds while visible; stale warnings and last-check time are displayed.
- Push, SMS, siren and external dispatchPlanned / integration required
These delivery channels are not implemented; database polling is a best-effort status view.
Process, inputs & handoffs
Process
- Create an authorized incident
- Queue eligible company-recipient inbox entries
- Authorized supervisor acknowledges and coordinates response
- Record muster / headcount and incident updates
- Escalation worker reviews eligible open incidents after five minutes
- Resolve the incident through the assigned permission
Information received
- Company incident details
- Active company membership and emergency permissions
- Authorized recipient rules
- Muster / headcount updates
Records or handoffs produced
- Recipient-specific incident inbox
- Acknowledgement and resolution state
- Muster summary
- Escalation entries and dashboard status
CNC — Credit & Collection
Manage customer credit accounts, assigned collection cases, follow-up history and payment submissions, with a controlled handoff to Accounts.
Module responsibilities & availability
- Customer Credit LimitsReported Developed
Review configured limits and customer exposure with assigned approval authority.
- Outstanding ReceivablesReported Developed
Follow unpaid invoices and outstanding balances in the assigned scope.
- Collection Planning & TargetsReported Developed
Assign collection follow-ups and review target progress.
- Payment ReceiptsReported Developed
Submit payment details for Accounts verification and authorized posting.
- Aging ReportsReported Developed
Group outstanding invoices by due-date/aging context.
- Collection Reminders (Email/WhatsApp)Reported Developed
Send permitted reminders using configured communication providers.
- Dispute & AdjustmentReported Developed
Track customer disputes and route adjustments to the authorized approver.
- Collector PerformanceReported Developed
Review assigned collector activity and recorded collection outcomes.
- CNC DashboardReported Developed
Bring credit reviews, follow-ups, disputes and payment submissions together.
- Customer credit accounts with credit limit, payment terms and approval recordPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Credit-account lifecycle: pending, approved, suspended or closedPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Customer exposure review before the configured order approvalPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Invoice collection cases with outstanding amount, due date and assigned collectorPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Collection lifecycle: open, promise, disputed, settled or written offPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Case timeline for calls, visits, promises, disputes, notes, escalation and reported paymentPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Follow-up queue, promised amount/date and due-invoice aging contextPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Cash, bank, cheque or other payment submissions with external referencePreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Separate payment review: pending, approved, rejected, then authorized posting linked to the general ledgerPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Receipt submission and independent reviewSource present · live validation pending
Create a customer receipt, submit it, and require a different authorized reviewer to approve or reject. Rejection requires a reason.
- Approved-receipt allocationSource present · live validation pending
Allocate only approved receipts to the same customer and currency, with remaining receipt/invoice balance checks and a CNC subledger entry.
- Customer receivables and CNC subledgerSource present · live validation pending
Record invoice due dates and currency, then inspect a customer ledger and currency-grouped balances. This is not a completed general-ledger integration.
- Credit notes and allocation reversalsSource present · live validation pending
Submit adjustment requests and post the source adjustment only after independent authorized review.
- Bank deposits and statement matchingSource present · live validation pending
Record company bank metadata, review deposits independently, import statement lines and manually match eligible approved deposits. This does not initiate a bank transfer.
- Bank reconciliation exception queueSource present · live validation pending
Inspect stale pending deposits, unmatched statement lines and approved deposits awaiting a match.
- Collector cash handoverSource present · live validation pending
The receipt collector can submit a bounded handover against their approved receipt. A different authorized reviewer verifies or rejects it.
- Collector daily closingSource present · live validation pending
Compare approved receipts with verified handovers by collector, date and currency; require an explanation for shortage/excess and independent review.
- Field collection routes and visit outcomesSource present · live validation pending
Plan collector routes, record visits and allow the assigned collector to complete or mark no-contact. Optional submitted coordinates are not independently verified device GPS.
- Recovery targets and provisional performanceSource present · live validation pending
Set period/currency targets and compare approved receipt amounts. These figures do not prove bank-settled recovery; visit performance is a separate count.
- Incentive proposals and independent approvalSource present · live validation pending
Configure basis-point plans, calculate eligible claim proposals and route claims to independent review. Approval is not payroll payment.
- Promise-to-pay and dispute workflowsSource present · live validation pending
Record promises, fulfillment/break/cancel states, disputes, escalation and resolution. Forecast summary is descriptive, not predictive AI.
- Collection follow-up queueSource present · live validation pending
Schedule follow-ups, complete/cancel tasks, generate reminder records and review a supervisor queue.
- Communication templates and campaignsSource present · live validation pending
Record templates, campaign approval, planned communication history and manually reported outcomes. A manual status is not provider-verified delivery.
- Customer consent and opt-outSource present · live validation pending
Store purpose/channel preferences with change history and cancel queued notices when consent is withdrawn.
- Notification queue and controlled recoverySource present · live validation pending
Use consent checks, idempotency keys, attempts, dead-letter records and independently reviewed recovery requests in the notification foundation.
- Provider adapter and webhook foundationSource foundation · provider integration pending
Provider configuration, secret rotation and signed-event/replay handling exist in source. Dry-run workers and standalone outbound adapters are not a verified live send pipeline.
Process, inputs & handoffs
Process
- Review the customer credit account and payment terms
- Check exposure and route the order through the configured approval policy
- Assign the due-invoice collection case and next follow-up
- Record the call, visit, promise, dispute or escalation in the case timeline
- Submit payment amount, method and external reference for review
- Accounts reviews and reconciles the submission before authorized ledger posting
- Update the collection case after the verified accounting outcome
Information received
- Company-scoped customer and invoice records
- Credit-limit approval and payment terms
- Outstanding amount and invoice due date
- Assigned collector, follow-up date and customer response
- Payment amount, method and external reference
Records or handoffs produced
- Credit-account approval and status history
- Assigned case and next-follow-up queue
- Dated collection-event timeline
- Payment submission and separate review outcome
- Authorized ledger reference and reconciled case outcome
Internal Office Mail
Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.
Module responsibilities & availability
- Employee inbox and sent messagesSource present · live validation pending
Company-scoped employee-to-employee messages, message detail, sent history and personal archive are present in source. Recipients are company users, not public email addresses.
- Department message routingSource present · live validation pending
An active department member can send to up to 100 other active members. Department delivery is recorded as one database transaction.
- Personal notifications and read statusSource present · live validation pending
Internal notices identify new messages and uploaded attachments. Users can mark only their own notices read; this does not establish mobile push delivery.
- Private attachment upload and downloadSource present · live validation pending
Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB. Private storage, randomized keys, SHA-256 checks and authorized downloads are in source.
- Attachment lifecycle controlsSource present · live validation pending
Retention previews, legal holds, configured company quotas and independent cleanup review connect to the dedicated governance workspace.
- Separate from public domain emailSource present · live validation pending
Office Mail stays inside the company database. It does not use SMTP/IMAP or create a company-domain mailbox.
Process, inputs & handoffs
Process
- Choose a colleague or permitted department
- Write the internal message
- Attach an allowed file using private storage
- Recipient opens the inbox and reviews the notice
- Archive personal messages or route follow-up
Information received
- Authenticated company user
- Recipient or department membership
- Subject and message
- Optional permitted attachment
Records or handoffs produced
- Internal message and recipient records
- Read/archive state
- Attachment checksum and private metadata
- In-app notice and audit record
Internal Messenger
Organize company chat in member-controlled threads, with incremental message polling and personal read cursors.
Module responsibilities & availability
- Company-scoped chat threadsSource present · live validation pending
Thread creation, membership checks and text message records are present in the cumulative communications source.
- Member-only message accessSource present · live validation pending
Thread participation and company identity determine which messages an authenticated user can access.
- Incremental pollingSource present · live validation pending
Fetch up to 100 messages newer than the caller cursor from threads they belong to. Polling is distinct from WebSockets or background push.
- Monotonic read cursorSource present · live validation pending
A thread member can advance their own read position. This is not a delivery confirmation or a read receipt for every participant.
- Realtime media and pushIntegration required
Realtime push, voice/video transport and mobile background delivery require separate infrastructure and validation.
Process, inputs & handoffs
Process
- Create or join an authorized thread
- Send a text message
- Poll for newer member-visible messages
- Advance personal read position
Information received
- Authenticated company identity
- Thread membership
- Text message and cursor
Records or handoffs produced
- Thread message history
- Incremental results
- Personal read position
Security Incidents & Accountability
Turn recovery-download security events into reviewed incidents, assigned department responses and independent manager decisions.
Module responsibilities & availability
- Recovery access security dashboardSource present · live validation pending
Company-scoped recent events and failure counters cover recovery grant creation, redemption and integrity failures without exposing tokens or file paths.
- Independent security reviewSource present · live validation pending
Open a review for a company user and require another reviewer to close it. The source also provides temporary manual recovery-download restrictions.
- Incident acknowledgment and resolutionSource present · live validation pending
Escalate an open review to an incident. The opener cannot acknowledge or resolve their own incident; the independent acknowledging admin records the resolution.
- Severity-based SLA policiesSource present · live validation pending
Company policy controls acknowledgment and resolution targets. Assignment validates active company and department membership.
- Five-level internal escalationSource present · live validation pending
A scheduled worker routes overdue assigned incidents through configured active department members at levels 1–5. It records internal notices and dispatch history.
- Recipient escalation responsesSource present · live validation pending
A designated recipient records one response note per dispatch. An escalation response is distinct from resolving the incident.
- Unanswered-response accountabilitySource present · live validation pending
Per-level response targets, overdue response alerts and bounded 30-day department performance reports are present in source.
- Manager follow-up and independent decisionsSource present · live validation pending
Formal active department managers receive follow-ups. A different authorized manager decides approval or rejection before permitted closure.
- Rejected review reworkSource present · live validation pending
Reopen an eligible rejected review with a reason, preserve prior decisions and resubmit for independent review.
- Authenticated manager workspaceSource present · live validation pending
The manager dashboard exposes permitted review, follow-up, decision, close, rework, notice-read and export controls.
- Chained audit history and CSVSource present · live validation pending
New decision/rework actions write chained audit entries; tenant-scoped CSV neutralizes spreadsheet formulas. The chain is not externally anchored and cannot defeat a privileged database rewrite.
Process, inputs & handoffs
Process
- Inspect scoped security events
- Open and independently review the issue
- Assign the incident and response targets
- Route overdue response internally
- Review manager follow-up
- Independently decide, rework or close
Information received
- Recovery security event and review
- Severity and company SLA policy
- Active department membership
- Response notes and manager decision
Records or handoffs produced
- Incident and assignment history
- Internal escalation dispatches
- Manager decision and rework history
- Bounded accountability reports and audit export
SLA Operations & Worker Health
Monitor overdue approvals, scheduled-job health and assigned operational incidents, then track resolution review and department accountability.
Module responsibilities & availability
- SLA operations dashboardSource present · live validation pending
An authenticated operations workspace combines personal approval notices, company escalation analytics and sanitized worker telemetry.
- Personal notice filtersSource present · live validation pending
Filter personal in-app notices by read/unread state and type. Mark-all-read affects only the current user.
- Company approval SLA policySource present · live validation pending
A company can configure an approval threshold of 1–720 hours. The worker uses company policy unless an operator explicitly overrides it.
- Scheduled internal remindersSource present · live validation pending
Open reviews remind their assigned manager; reviewed items awaiting decision notify other eligible independent managers. No automatic approval or reassignment occurs.
- Worker run and sanitized failure historySource present · live validation pending
Successful executed runs and qualifying failures are recorded. Early startup errors, process kills and failed log writes may not be recorded.
- Company health rules and seven-day trendsSource present · live validation pending
Configure a stale threshold of 15–1440 minutes and failure warnings. Run/failure trends are global operational metadata, not other companies’ business records.
- Scheduled health events and admin inboxSource present · live validation pending
A separate health-monitor job opens deduplicated warning events, records recovery and creates internal notices for authorized active company administrators.
- Human acknowledgment historySource present · live validation pending
Record who responded to a warning and their note. Acknowledgment does not clear a warning, repair a worker or replay a job.
- Health response SLA and incident reportSource present · live validation pending
Configure a 5–1440 minute response target and view a bounded 30-day report based on first acknowledgment during each event lifetime. Historical records use the current policy.
- Manual incident assignment, resolve and reopenSource present · live validation pending
Assign an active company user, require a resolution note and enforce supported state transitions. Manual response state stays separate from observed worker recovery.
- Recipient-only assignment inboxSource present · live validation pending
Assignment changes and eligible resolve/reopen actions create in-app notices for the assigned active user. Repeated unchanged assignment does not generate another assignment notice.
- Independent resolution approvalSource present · live validation pending
A permitted reviewer can approve a resolved incident or reject it with a reason. Self-review is denied; rejection returns the manual workflow to investigation.
- Explicit supervisor review permissionSource present · live validation pending
Health resolution review requires a separately granted health.incidents.review permission. Existing supervisors are not granted this automatically; dashboard access still uses company.update.
- Department incident mapping and accountabilitySource present · live validation pending
Assign an incident to a department in the same company and report investigating, resolved and historical approval/rejection counts. Assignment is manual; approved/rejected counts can overlap after resubmission.
- Reviewer and department reportingSource present · live validation pending
Reviewer decisions have a 30-day summary. The separate department mapping report is bounded and is not represented as a mutually exclusive completion percentage.
- Independent uptime monitoringDeployment / integration required
A stopped health-monitor job cannot report its own outage. Cron setup and independent uptime monitoring are deployment work.
Process, inputs & handoffs
Process
- Configure company SLA and health thresholds
- Schedule approval and health workers
- Inspect notices, telemetry and open events
- Assign an incident owner and department
- Record investigation and resolution
- Obtain independent resolution review
- Follow department and reviewer accountability
Information received
- Approval review age and company policy
- Sanitized worker execution records
- Health warning and acknowledgment
- Assignee, department and resolution note
- Separately granted reviewer permission
Records or handoffs produced
- Internal reminder and escalation records
- Worker-health events and response report
- Assignment and recipient notice history
- Resolution-review decisions
- Department and reviewer summaries
Role permissions and assigned module responsibilities are set by the company.
Start with your businessMap your teams.
Map your teams.
Connect your workflow.
Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.