Operations And Intelligence
Explains dashboard, demo studio, manager workspace, operations center, organization map, intelligence dashboard, weekly brief, backups, imports, exports, integrations, and compliance profiles.
Workflow
- MonitorAdmin / Manager: Review dashboard, demo studio, manager workspace, organization map, and intelligence briefs.
- ActAdmin / Manager: Create follow-ups, resolve claims, adjust hierarchy, run exports, or test integrations.
- ProtectAdmin / IT: Queue backups, restore carefully, maintain compliance profiles, and test webhooks.
- VerifyAdmin: Check logs, sync results, reports, and alerts.
| Stage | Actor | Action | Result |
|---|---|---|---|
| Monitor | Admin / Manager | Review dashboard, demo studio, manager workspace, organization map, and intelligence briefs. | Operational risks are visible. |
| Act | Admin / Manager | Create follow-ups, resolve claims, adjust hierarchy, run exports, or test integrations. | Work items move forward. |
| Protect | Admin / IT | Queue backups, restore carefully, maintain compliance profiles, and test webhooks. | Operational changes are controlled. |
| Verify | Admin | Check logs, sync results, reports, and alerts. | The operation has evidence. |
Essential fields
Admin / Demo operator
Demo studio action form
Generates demo data, resets platform demo state, and runs safe demo actions.
| Essential field | Plain meaning | Example | Required / notes |
|---|---|---|---|
| Generate demo | Creates sample employees and workflows. | Generate |
Use only on demo environments. |
| Tour script | Guided demo path. | attendance-flow |
Read script before presenting. |
Essential fields
Admin / IT
Operations center forms
Handles onboarding, approval matrices, backups, restore, integrations, webhooks, compliance profiles, exports, and demo reset.
| Essential field | Plain meaning | Example | Required / notes |
|---|---|---|---|
| Onboarding task | Implementation item. | Configure payroll |
Track status. |
| Approval matrix | Who approves what. | Manager -> HR |
Affects workflow expectations. |
| Backup / restore | Data protection action. | Queue backup |
Use carefully. |
| Integration/webhook | External system connection. | Payroll export webhook |
Test before enabling. |
| Compliance profile | Rules for exports/audit. | Pakistan payroll pack |
Policy-specific. |
| Export type | Data package to generate. | employee_import_template |
Check permissions. |
Essential fields
Manager / Admin
Manager workspace and organization map forms
Tracks follow-ups, claims, escalations, briefs, and org-map node edits.
| Essential field | Plain meaning | Example | Required / notes |
|---|---|---|---|
| Follow-up task | Manager action item. | Review missing checkout |
Required. |
| Claim decision | Approve or reject employee claim. | Approve |
Needs note. |
| Org node type | Branch, department, role, or employee node. | Department |
Required. |
Essential table
Database listing
Manager and operations tables
Shows briefs, inbox items, escalations, follow-ups, backups, exports, sync logs, and integration health.
Filters: Owner, Status, Priority, Date, Type
| Column | What it means | Where it comes from | Example interpretation |
|---|---|---|---|
| Item | Task, backup, export, alert, or integration. | operations/manager tables. | Payroll export. |
| Owner | Person or system responsible. | user/service relationship. | Ayesha Manager. |
| Priority/status | How urgent and current state. | workflow fields. | High / pending. |
| Due/run time | When it needs action or last ran. | timestamps. | Due today. |
| Result | Outcome or error. | logs/results. | Webhook failed. |
| Status | Current workflow state for the row. | The record status field or computed workflow state. | Pending means someone still needs to act. |
Available actions
- Open or edit the record when permission allows it.
- Filter the list without losing the current page context.
- Use status badges to decide which item needs attention first.
Full field appendix
Main docs show essential fields only. Open Documentation Coverage for every detected source field, action, column, route hint, controller hint, and test hint.