FieldProIn development
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Features & availability

Every feature. A clear purpose and status.

Explore the current FieldPro scope, source-code additions and planned capabilities. Open each module for its roles, permissions, inputs, outputs and workflow.

Read the status correctly. Source added means a component is recorded in development source; it does not mean a live release is complete. Planned means agreed future scope. Integration required means a provider, device, company mapping or service connection is still needed.

45 modules

Administration

Super Admin & Company Setup

Set up companies, branches and the responsibilities that keep business data in the right hands.

  • Multi-Company ManagementReported Developed (Core)

    Manage separately authorized companies inside the customer portfolio.

  • Branches / Offices / LocationsReported Developed (Core)

    Connect each operating location to its company and assigned managers.

  • Users, Roles & PermissionsReported Developed (Core)

    Assign view, create, edit, approve, export and administration rights explicitly.

  • Department ConfigurationReported Developed (Core)

    Define which teams own requests, records and approvals.

  • System Settings & PreferencesReported Developed (Core)

    Keep business configuration tied to the selected company.

  • Activity Logs & Audit TrailReported Developed (Core)

    Review important changes and the responsible actor.

  • Data Backup & RestoreReported Developed (Core)

    Protect company data with authorized backup and recovery procedures.

  • Email / SMS / WhatsApp SettingsReported Developed (Core)

    Configure the relevant provider and company notification identity.

  • Security & Two-Factor AuthenticationReported Developed (Core)

    Scope authentication and sensitive account controls to authorized users.

  • Custom Fields & WorkflowsReported Developed (Core)

    Configure business-specific fields and approval paths.

  • Company and branch structureIn development
  • Granular view, create, edit, approve, delete, export and manage permissionsIn development
  • Explicit, audited authorization for support accessIn development
  • Company-scoped records and shared servicesIn development
  • List and revoke employee invitationsSource added

    Company/account-scoped invitation listing and pending-invite revocation require active Customer Super Admin authorization.

  • Invite-based registration foundationSource added / incomplete

    Invitation-token validation creates an inactive account; verification must precede membership, role access or login.

  • Verified employee activationPlanned / integration required

    Email delivery and mailbox-control verification, abuse controls and registration page remain pending.

  • Employee invitation listing and pending-invite revocationPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Invite-based inactive account registration foundationPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

Roles, security & complete process →
Administration

Branch Management

Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.

  • 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
Roles, security & complete process →
Administration

Office Administration

Coordinate office records and requests, with clear ownership between the company and its departments.

  • Company and branch administration scopeIn development

    Previously documented product scope; release availability is assessed separately.

  • Assigned department responsibilitiesIn development

    Previously documented product scope; release availability is assessed separately.

  • Requests routed to the appropriate ownerIn development

    Previously documented product scope; release availability is assessed separately.

  • Links to visitors, resources and the employee directoryIn development

    Previously documented product scope; release availability is assessed separately.

  • Office department membership and mail routingSource present · live validation pending

    Company administrators can manage internal-mail departments and active members. Only permitted members can send department mail.

  • Internal office inbox and attachment coordinationSource present · live validation pending

    Direct and department messages, private attachments and personal notifications connect to the dedicated Office Mail workspace.

Roles, security & complete process →
People

HR Management

Organize employee information and connect HR work with attendance, leave, payroll and employee self-service.

  • Employee RecordsReported Developed

    Maintain permission-controlled employment information.

  • Attendance (Manual / Biometric)Reported Developed

    Record authorized manual attendance and connect supported biometric input.

  • Leave ManagementReported Developed

    Submit, review and track employee leave requests.

  • Department & DesignationReported Developed

    Associate employees with their department, job and reporting context.

  • Employee DocumentsReported Developed

    Store only the employee documents the HR workflow requires.

  • Performance TrackingReported Developed

    Record authorized performance reviews and follow-up.

  • Training & SkillsReported Developed

    Associate employee skills and assigned learning with HR records.

  • Disciplinary RecordsReported Developed

    Restrict sensitive case records to specifically authorized HR staff.

  • Employee PortalReported Developed

    Give employees access to their own permitted information and requests.

  • Role-controlled employee recordsPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Department and employment informationPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Employee requests and HR reviewPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Connections to payroll, directory and assigned trainingPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

Roles, security & complete process →
People

Payroll Management

Explain every pay-run stage clearly, from preparation and approval to publication and confirmed payment status.

  • Salary Structure & ComponentsReported Developed

    Configure approved salary components for the employee/pay group.

  • Monthly Payroll ProcessingReported Developed

    Prepare a controlled monthly pay run.

  • Allowances & DeductionsReported Developed

    Apply authorized additions and deductions with traceable inputs.

  • Loan & Advance ManagementReported Developed

    Track approved employee loans and advances in payroll inputs.

  • Tax & Social Security (Country-wise)Reported Developed

    Use configured and maintained country-specific payroll rules.

  • Payroll ReportsReported Developed

    Review permitted pay-run summaries and exceptions.

  • Payslips (PDF / Email)Reported Developed

    Provide employee-specific payslips after publication; email requires setup.

  • Bank Transfer FileReported Developed

    Prepare the required bank format for authorized payment processing.

  • Payroll Approval WorkflowReported Developed

    Keep preparation, approval, publication and payment confirmation distinct.

  • Prepared, approved and published pay-run stagesPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Scheduled and initiated payment stagesPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Confirmed or failed payment outcomesPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Individual payslips visible only to the employee and authorized payroll staffPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

Roles, security & complete process →
People

Employee Self-Service

Give employees a clear place to view their own information, request leave and receive published payslips.

  • Own-record visibilityPlanned expansion
  • Leave requests and HR reviewPlanned expansion
  • Payslips after payroll publicationPlanned expansion
  • Personal notifications and assigned documentsPlanned expansion
Roles, security & complete process →
People

Employee Directory

Help staff find the right colleague by department, active status and extension, while keeping private HR details separate.

  • Department and active-status searchPlanned expansion
  • Company-specific extension informationPlanned expansion
  • Directory links for chat, meetings and intercomPlanned expansion
  • Sensitive HR fields excluded from general directory viewsPlanned expansion
Roles, security & complete process →
Operations

Sales Management

Show how a customer order moves from the sales team into approval and fulfilment.

  • 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.

Roles, security & complete process →
Operations

Warehouse & Stock

Connect approved orders with stock reservation, warehouse preparation and a traceable dispatch handoff.

  • 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.

Roles, security & complete process →
Operations

Purchase Management

Coordinate purchasing needs with authorization, warehouse receipt and the related accounts handoff.

  • Supplier ManagementReported Partial

    Maintain authorized suppliers and purchasing context.

  • Purchase RequisitionsReported Partial

    Route an internal buying request to the responsible approver.

  • Purchase OrdersReported Partial

    Issue authorized orders against approved procurement needs.

  • Goods ReceiptReported Partial

    Link received quantities to purchase and warehouse records.

  • Purchase InvoicesReported Partial

    Send supplier invoices through assigned finance review.

  • Supplier ReturnsReported Partial

    Track the stock and accounting effects of an authorized return.

  • Approval WorkflowsReported Partial

    Apply company-specific procurement approval responsibilities.

  • Purchase ReportsReported Partial

    Review permitted supplier, order and purchasing summaries.

  • Integration with Warehouse & AccountsReported Partial

    Reconcile order, receipt and supplier-finance handoffs.

  • Purchase requests within the agreed business scopePreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Role-based review and approvalPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Supplier and purchasing informationPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Connections to receiving and financePreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

Roles, security & complete process →
Operations

Transport & Dispatch

Make the movement from warehouse dispatch to individual driver or rider assignment understandable.

  • Warehouse-to-transport handoffIn development
  • Individual driver and rider assignmentIn development
  • Delivery progress and exception coordinationIn development
  • Accounts handoff after delivery reviewIn development
Roles, security & complete process →
Operations

Driver, Rider & Delivery Evidence

Explain the last-mile workflow: assigned delivery, evidence submission, authorized review and the accounts handoff.

  • Assigned-delivery scopeIn development
  • Delivery evidence and exception review requirementsIn development
  • Permission-controlled evidence accessIn development
  • Mobile/API integration and release validationIn development
Roles, security & complete process →
Finance

CNC — Credit & Collection

Manage customer credit accounts, assigned collection cases, follow-up history and payment submissions, with a controlled handoff to Accounts.

  • 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.

Roles, security & complete process →
Finance

Accounts & Finance

Bring the financial handoff into view, linking approved purchases, reviewed deliveries and payroll information with authorized accounting work.

  • Chart of AccountsReported Partial (Integration Pending)

    Organize the company ledger accounts and their authorized use.

  • Journal EntriesReported Partial (Integration Pending)

    Record and review source-linked accounting entries.

  • Accounts Payable & ReceivableReported Partial (Integration Pending)

    Track supplier obligations and customer balances.

  • Bank ManagementReported Partial (Integration Pending)

    Maintain authorized bank-account and reconciliation context.

  • Payments & ReceiptsReported Partial (Integration Pending)

    Review payment/receipt records with controlled accounting posting.

  • Multi-Currency SupportReported Partial (Integration Pending)

    Apply configured currencies, rates and accounting treatment.

  • Financial Reports (P&L, Balance Sheet)Reported Partial (Integration Pending)

    Produce reports that reconcile to the underlying ledger.

  • Budgeting & Cost ControlReported Partial (Integration Pending)

    Compare permitted budgets and costs within assigned responsibility.

  • Tax Management (Country-wise)Reported Partial (Integration Pending)

    Use configured jurisdiction-specific tax profiles and maintained rules.

  • Integration with Sales, Purchase & PayrollReported Partial (Integration Pending)

    Reconcile business handoffs before treating integration as complete.

  • Finance ownership and authorized record accessPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Delivery-to-accounts handoffPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Payroll and procurement connectionsPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

  • Source-linked financial reporting directionPreviously documented scope

    Retained from the earlier FieldPro scope; release availability is reviewed separately.

Roles, security & complete process →
Control

Approvals & Workflow Automation

Make approval ownership explicit, including sequential reviews, escalation and reject/rework paths.

  • 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.

Roles, security & complete process →
Control

CEO Command Center

Give authorized leadership a company-scoped view of sales, finance, stock, HR and fleet information.

  • Tenant, date and authorization filtersPlanned expansion
  • Cross-department reporting scopePlanned expansion
  • Source-linked figuresPlanned expansion
  • Delegated read-only executive accessPlanned expansion
Roles, security & complete process →
Workplace

IT Department & Remote Assistance

Bring support requests, IT assets and authorized remote assistance into a clear departmental workflow.

  • IT helpdesk and device/asset management scopeIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • User-consented, audited assistance sessionsIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Software-license and maintenance coordinationIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Remote-control and internet-policy integration boundariesIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Worker health and incident follow-upSource present · live validation pending

    Authorized operations users can inspect sanitized worker records, acknowledge warnings and coordinate manual response. These are operational controls, not remote-desktop capability.

Roles, security & complete process →
Workplace

Communication & Notification Center

Keep employee communication relevant through company, department and personal channels.

  • Scoped notifications with read/unread statusIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Internal mail and messaging directionIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Meetings, screen-sharing and intercom scopeIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Explicit company broadcasts rather than notifications for every editIntegration-dependent

    Previously documented product scope; release availability is assessed separately.

  • Separate Office Mail, Messenger and domain emailSource present · live validation pending

    Internal employee mail, member-only chat and external company-domain mail have different records, permissions and delivery dependencies.

  • Recipient-scoped operational inboxesSource present · live validation pending

    Approval, assignment and administrator health notices are stored internally for authorized recipients with personal read state.

  • Consent-aware collection notificationsSource present · live validation pending

    Collection communication records, consent history, queue safeguards and provider foundations connect to CNC. External delivery still requires completed integration.

Roles, security & complete process →
Workplace

Projects & Task Management

Assign project work with dependencies, deadlines, discussions and a record of changes.

  • Tasks and dependenciesPlanned expansion
  • Owners and deadlinesPlanned expansion
  • Comments and attachmentsPlanned expansion
  • Permission-controlled changes and audit trailPlanned expansion
Roles, security & complete process →
Workplace

Maintenance Management

Connect equipment history with preventive work, maintenance requests, parts and authorized spend.

  • Work-order lifecyclePlanned expansion
  • Preventive maintenance schedulesPlanned expansion
  • Equipment history and costsPlanned expansion
  • Connections to assets, stock and purchasingPlanned expansion
Roles, security & complete process →
Workplace

Visitor Management

Explain reception, security and host responsibilities from registration to check-out.

  • Visitor registrationPlanned expansion
  • Security check-in and check-outPlanned expansion
  • Badge expiryPlanned expansion
  • Retention and restricted personal-data accessPlanned expansion
Roles, security & complete process →
Workplace

Room & Resource Booking

Coordinate room, asset and resource reservations with availability checks and approval rules.

  • Reservation requestsPlanned expansion
  • Double-booking preventionPlanned expansion
  • Cancellation and approval handlingPlanned expansion
  • Time-zone-aware scheduling directionPlanned expansion
Roles, security & complete process →
Control

Digital Signatures

Bind a document version to an authorized signer and signing event, with consent and tamper-detection requirements.

  • Authorized signing policiesPlanned expansion
  • Document hash and version bindingPlanned expansion
  • Signer consent and timestampPlanned expansion
  • Tamper-detection and document-vault connectionPlanned expansion
Roles, security & complete process →
People

Training Academy

Explain how HR assigns learning and reviews completion through permission-controlled training records.

  • Course enrollmentPlanned expansion
  • Assigned trainingPlanned expansion
  • Quiz resultsPlanned expansion
  • Completion certificates and controlled reportingPlanned expansion
Roles, security & complete process →
Control

Backup & Recovery

Show the responsibilities and checks around backup creation, restore approval and recovery testing.

  • Encrypted backup requirementsPlanned expansion

    Previously documented product scope; release availability is assessed separately.

  • Super Admin restore approvalPlanned expansion

    Previously documented product scope; release availability is assessed separately.

  • Integrity checksPlanned expansion

    Previously documented product scope; release availability is assessed separately.

  • Tested recovery-drill requirementPlanned expansion

    Previously documented product scope; release availability is assessed separately.

  • Private Office Mail attachment backupsSource present · live validation pending

    A CLI worker creates private checksum-verified copies and records inventory. This scope does not establish a full ERP database backup service.

  • Independent backup verificationSource present · live validation pending

    A separate worker compares recorded SHA-256 checksums. Matching bytes alone do not prove that a recovery drill will succeed.

  • Two-person restore authorizationSource present · live validation pending

    Require verified inventory, a restore request and a different authorized approver before recovery execution.

  • Isolated recovery executionSource present · live validation pending

    Approved CLI recovery writes a new randomized private recovered file, with tenant/size/hash checks, without replacing the original attachment.

  • Interrupted-job reconciliationSource present · live validation pending

    Inspect recovery execution status and stale processing records. Failed/interrupted work needs operator investigation rather than automatic replay.

  • Independent recovery releaseSource present · live validation pending

    A second authorized user approves release before an eligible download grant is issued.

  • One-time protected recovery downloadSource present · live validation pending

    A user-bound grant expires after five minutes, is consumed atomically and checks permissions, approvals, path, size and checksum. A failed stream needs a new grant.

  • Recovery download security monitoringSource present · live validation pending

    Record grant, denial, expiry and integrity outcomes and route authorized review through the security-incident workspace.

Roles, security & complete process →
Control

AI Business Assistant

Keep AI assistance inside company permissions, with source-linked answers and human review for changes.

  • Tenant-admin enablementIntegration-dependent
  • Permission-filtered retrievalIntegration-dependent
  • Cited source records and auditIntegration-dependent
  • Read-only by default; human confirmation for write actionsIntegration-dependent
Roles, security & complete process →
Communication

Push-to-Talk & Field Communication

Give authorized field teams company-scoped communication channels, transmit permissions and a controlled turn to speak.

  • 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.

Roles, security & complete process →
Communication

Emergency, SOS & Muster

Record company incidents, route them to authorized supervisors and track response, muster and escalation from one dashboard.

  • 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.

Roles, security & complete process →
Administration

Company Email & Mailboxes

Manage company mail domains, mailbox requests and provider-confirmed status through an authorized Company Email dashboard.

  • Company mail data and validated requestsSource added

    Company domains, mailboxes, provisioning events and a company-bound mailbox-request service are recorded.

  • Company Email dashboardSource added

    Responsive domain/mailbox/status/request interface uses authorized backend routes and does not expose provider credentials.

  • Automated mailbox provisioningIntegration required

    Connect the authorized domain and cPanel/mail provider, then confirm mailbox existence before activation.

  • Incoming / outgoing mailSource foundation · integration pending

    Inbox storage, drafts, queue and transport foundations now exist in source. Real provider provisioning, automatic inbound sync and end-to-end send/receive remain pending.

  • Portfolio-wide company listingIntegration required

    Reconcile the new account/company portfolio with legacy company permissions before relying on the dashboard.

  • Company domain ownership challengeSource present · live validation pending

    Create a DNS TXT challenge with a 24-hour validity and verify the registered company domain. Domain verification does not itself create a mailbox.

  • Per-mailbox read and send delegationSource present · live validation pending

    Company administrators assign mailbox-specific read/send grants. Draft creation and stored inbox access follow the corresponding mailbox ACL.

  • Unsent drafts and outbound queueSource present · live validation pending

    Create a draft and queue it using authorized mailbox access. Queued is distinct from sent or delivered.

  • Stored inbox and trusted inbound foundationSource present · live validation pending

    Read stored headers/body with mailbox ACL. A trusted connector importer has tenant checks, message-ID deduplication and per-mailbox sync state; automatic IMAP sync is not connected.

  • Secure SMTP transport adapterSource adapter · live sending disabled

    A callable encrypted SMTP adapter and credential-reference validation are present. The existing worker remains disabled for live sends until provider/ownership checks and staging integration are completed.

  • Bounded retry and ambiguous outcomesSource present · live validation pending

    Operator requeue and retry foundations avoid automatically repeating ambiguous SMTP outcomes. SMTP acceptance is not proof of inbox delivery.

Roles, security & complete process →
Administration

Company Portfolio & Branding

Let the Customer Super Admin manage each company identity separately: logo, business name, contacts and company-specific email setup.

  • Per-company logo, name and contactsPlanned / scope agreed

    Customer Super Admin manages the identity for each company separately; completed implementation is not established here.

  • Company email identityPlanned / integration required

    Use company-specific incoming/outgoing identity and the authorized company-mail setup.

  • Company isolation and auditPlanned / security requirement

    Authorize branding changes for the selected company, maintain change history and clear stale context when switching companies.

Roles, security & complete process →
Global Trade

Global Import & Export

Coordinate international trade from counterparties and contracts through country documents, customs, shipments and finance handoffs.

  • Import / Export / Re-export / TransitReported Foundation (Phase 85)

    Classify the trade movement and its required workflow.

  • Supplier & Buyer ManagementReported Foundation (Phase 85)

    Connect counterparties to the relevant international transaction.

  • International Sales ContractsReported Foundation (Phase 85)

    Keep authorized contract records linked to the trade transaction.

  • Shipment ManagementReported Foundation (Phase 85)

    Link shipments, documents and operational milestones.

  • Incoterms 2020 SupportReported Foundation (Phase 85)

    Capture the selected Incoterm and relevant responsibilities for the transaction.

  • Country-wise Document ChecklistReported Foundation (Phase 85)

    Use configured origin/destination requirements for the selected workflow.

  • Customs Clearance TrackingReported Foundation (Phase 85)

    Record clearance steps, documents and authorized status updates.

  • Trade Finance (LC, Remittance, etc.)Reported Foundation (Phase 85)

    Link the transaction to its authorized finance workflow.

  • Landed Cost CalculationReported Foundation (Phase 85)

    Connect shipment charges and allocations to the costing workspace.

  • Integration with Warehouse & AccountsReported Foundation (Phase 85)

    Carry goods-receipt, cost and ledger references across the trade workflow.

Roles, security & complete process →
Global Trade

HS Code & Tariff Engine

Organize versioned product classification and country tariff context for reviewed duty estimates and shipment records.

  • International HS 6-digit ClassificationReported Foundation (Phase 85)

    Organize classification records by the international six-digit structure.

  • Country-specific Tariff CodesReported Foundation (Phase 85)

    Map approved national tariff extensions for the selected country.

  • Duty, Tax & Levies (Country-wise)Reported Foundation (Phase 85)

    Use maintained country/version-specific rate data.

  • Trade Agreements (FTA)Reported Foundation (Phase 85)

    Record agreement applicability and supporting origin requirements.

  • Product Restrictions & PermitsReported Foundation (Phase 85)

    Flag configured product restrictions and required permits.

  • Country of Origin RulesReported Foundation (Phase 85)

    Keep declared origin and supporting rule/document context.

  • Tariff Version HistoryReported Foundation (Phase 85)

    Retain effective dates and changes in tariff datasets.

  • Duty Estimation CalculatorReported Foundation (Phase 85)

    Prepare an estimate using selected classification, value and rate inputs.

  • Search by Product / KeywordReported Foundation (Phase 85)

    Find candidate classification records for authorized review.

  • Integration with ShipmentsReported Foundation (Phase 85)

    Link reviewed classifications and estimates to shipment items.

Roles, security & complete process →
Global Trade

Logistics & Shipment Tracking

Plan shipments and container bookings, with provider-dependent vessel positions, carrier events, ETA and delivery history.

  • Shipment PlanningReported Planned

    Organize the movement, schedule and assigned shipment responsibility.

  • Container & Booking ManagementReported Planned

    Link container identifiers, bookings and shipment references.

  • Bill of Lading / Air WaybillReported Planned

    Associate transport documents with their specific shipment.

  • Vessel / Flight DetailsReported Planned

    Store the assigned carrier movement and available references.

  • Port & Terminal InformationReported Planned

    Record the relevant loading, discharge and terminal context.

  • Live Ship & Container TrackingReported Planned

    Planned provider-connected tracking; no active live feed is claimed.

  • Shipment Milestones & ETAReported Planned

    Follow reported milestones and estimated arrival updates.

  • Delay Alerts & NotificationsReported Planned · provider integration required

    Route configured delay events and supported exceptions through authorized notification services. Provider events and notification-channel integration remain required.

  • Demurrage & Detention TrackingReported Planned

    Track relevant charge periods, exceptions and supporting records.

  • Integration with Global Trade ModuleReported Planned

    Keep shipment status and documents linked to the trade transaction.

  • Track by Container No. / B/L No. / Booking No.Planned / provider integration required

    Locate the authorized shipment using a supported reference.

  • Live Vessel Location (AIS)Planned / provider integration required

    Planned authorized AIS/provider connection; availability depends on feed and permissions.

  • Shipping Line Container EventsPlanned / provider integration required

    Ingest supported carrier/container milestone events with their source.

  • Port of Loading / Discharge InformationPlanned / provider integration required

    Connect the movement to its relevant loading and discharge context.

  • Estimated Time of Arrival (ETA)Planned / provider integration required

    Show sourced estimates and retain update context.

  • Shipment Milestones & Status HistoryPlanned / provider integration required

    Retain reported movement events and their chronology.

  • Container Details (Type, Size, Seal No.)Planned / provider integration required

    Record container specifications and relevant seal identifiers.

  • Vessel Schedule & Route MapPlanned / provider integration required

    Display sourced schedule and route information when integrated.

  • Transshipment DetailsPlanned / provider integration required

    Record intermediate handling/movement legs and their references.

  • Delivery ConfirmationPlanned / provider integration required

    Connect authorized delivery outcome to the shipment record.

  • Integration with Shipment RecordsPlanned / provider integration required

    Keep tracking and its source references tied to the right company shipment.

Roles, security & complete process →
Control

Document Center

Keep business documents, templates, versions and approvals inside the departments and workflows that require them.

  • Department-wise Document StorageReported Partial

    Limit document categories and access to the departments that need them.

  • Upload, View, DownloadReported Partial

    Use authorized file handling for the linked business record.

  • Print / Save as PDFReported Partial

    Provide a print/PDF option where the specific document type supports it.

  • Document TemplatesReported Partial

    Enable the right templates for the relevant department and workflow.

  • Version HistoryReported Partial

    Retain the document version associated with an approval or change.

  • Document Approval WorkflowReported Partial

    Route the chosen version to assigned reviewers.

  • Audit TrailReported Partial

    Track sensitive document access and lifecycle actions.

  • Search & FiltersReported Partial

    Find authorized files by their record and metadata.

  • CSV ExportReported Partial

    Export permitted document-list metadata when the workflow requires it.

  • Integration with All ModulesReported Partial

    Attach supported documents contextually; no universal document menu or format grant.

  • Connected Office Mail file governanceRelated source scope · full document integration pending

    Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.

Roles, security & complete process →
Global Trade

Trade Compliance & Regulatory

Coordinate permits, screening references, inspection evidence, expiry and authorized compliance review for trade transactions.

  • Import/Export Permits & LicensesReported Planned

    Record the applicable transaction permits and license references.

  • Sanctions & Denied Party ScreeningReported Planned

    Plan authorized screening through maintained datasets/provider integration.

  • Restricted / Prohibited GoodsReported Planned

    Flag configured goods restrictions for the selected jurisdiction.

  • Inspection CertificatesReported Planned

    Link required inspection evidence to the shipment or trade record.

  • Certificate of OriginReported Planned

    Track origin certificates and their relevant transaction version.

  • Country-specific Regulatory RequirementsReported Planned

    Use maintained jurisdiction-specific checklists.

  • Compliance Approval WorkflowReported Planned

    Route exceptions and release decisions to authorized reviewers.

  • Expiry AlertsReported Planned

    Follow the validity of required permits and certificates.

  • Audit ReportsReported Planned

    Provide reviewable compliance decisions and evidence references.

Roles, security & complete process →
Finance

Trade Finance

Connect LC, documentary collection, guarantees, advances and remittances to controlled Accounts handoffs.

  • Letter of Credit (LC) ManagementReported Planned

    Track LC terms, documents and authorized finance responsibilities.

  • Documentary CollectionReported Planned

    Link collection documents and required banking workflow states.

  • Bank GuaranteesReported Planned

    Record guarantee terms, validity and transaction references.

  • Advance PaymentsReported Planned

    Track approved advances and their accounting allocation.

  • Remittance TrackingReported Planned

    Follow reported remittance progress and confirmation references.

  • LC Document ChecklistReported Planned

    Review required LC documents against the applicable transaction.

  • Bank Charges & CommissionReported Planned

    Record authorized charges and their supporting references.

  • Finance Cost AllocationReported Planned

    Allocate verified finance costs through the configured costing method.

  • Integration with AccountsReported Planned

    Reconcile finance transactions with authorized ledger posting.

Roles, security & complete process →
Finance

Landed Cost & Costing

Bring product value, freight, insurance, handling, duties and currency inputs into reviewed item cost allocations.

  • Product Costing (Local & Imported)Reported Planned

    Calculate product cost using the applicable local/import workflow.

  • Freight, Insurance & Handling CostsReported Planned

    Capture eligible shipment charge components.

  • Customs Duties & TaxesReported Planned

    Use the verified duty/tax records relevant to the goods.

  • Currency ConversionReported Planned

    Use the chosen rate/date and retain conversion context.

  • Landed Cost CalculationReported Planned

    Combine authorized product and shipment costs.

  • Actual vs Estimated CostReported Planned

    Compare estimates with verified actual charges.

  • Cost Allocation to ProductsReported Planned

    Apply the configured allocation basis to shipment items.

  • Profitability AnalysisReported Planned

    Review margin information from reconciled cost and sales records.

  • Integration with Purchase & AccountsReported Planned

    Link procurement, cost allocation and accounting references.

Roles, security & complete process →
Global Trade

Claims, Returns & Insurance

Track cargo damage, quantity discrepancies, insurance/supplier/carrier claims and authorized return or re-export handoffs.

  • Damaged Cargo ClaimsReported Planned

    Record damage, supporting evidence and the responsible claim party.

  • Shortage / Excess ClaimsReported Planned

    Track received-versus-declared quantity discrepancies.

  • Insurance Claim TrackingReported Planned

    Link insurer references, documents and reported claim status.

  • Supplier / Carrier ClaimsReported Planned

    Route a claim to the relevant supplier or carrier.

  • Return Shipment (RMA)Reported Planned

    Manage the authorization and movement of a return shipment.

  • Re-export ManagementReported Planned

    Link an eligible return movement to the relevant re-export workflow.

  • Claim Settlement HistoryReported Planned

    Retain decisions and verified settlement references.

  • Document UploadsReported Planned

    Allow only the evidence and formats required by the claim workflow.

  • Integration with Global TradeReported Planned

    Connect claims to their original goods, shipment and trade records.

Roles, security & complete process →
Insights

Reports & Analytics

Review company and department dashboards, operational reports, financial summaries and permitted exports with source-linked metrics.

  • Company & Department DashboardsReported Partial

    Present summaries only within the viewer’s authorized scope.

  • Sales, Purchase, Stock ReportsReported Partial

    Review operational source-linked summaries and exceptions.

  • Financial ReportsReported Partial

    Reconcile finance summaries to the underlying ledger.

  • Import / Export ReportsReported Partial

    Review configured trade movement and transaction summaries.

  • Shipment Status ReportsReported Partial

    Follow available milestone and carrier-status information.

  • Collection & Aging ReportsReported Partial

    Review open balances, due dates and recorded follow-up.

  • Profitability & Cost AnalysisReported Partial

    Analyze permitted sales and reconciled cost information.

  • Custom Reports & FiltersReported Partial

    Apply permitted report fields, scope and saved filters.

  • Export to PDF / ExcelReported Partial

    Enable the format suitable for the particular authorized report.

  • Management KPI DashboardReported Partial

    Summarize defined metrics with traceable source records.

  • Approval and manager workload reportsSource present · live validation pending

    Company-scoped approval filters, manager analytics, department workloads and bounded CSV reports are present in source.

  • SLA and notification performanceSource present · live validation pending

    Thirty-day department notice and escalation summaries distinguish generated notices from confirmed external delivery.

  • Operational health trendsSource present · live validation pending

    Seven-day worker run/failure trends summarize global operational telemetry without exposing other tenants’ approval records.

  • Department incident and reviewer accountabilitySource present · live validation pending

    Health incidents can be manually mapped to a company department. Department counts and the separate 30-day reviewer decision summary have explicit windows and overlap limits.

Roles, security & complete process →
Platform

Mobile & API Access

Explain role-based mobile work, manager approvals, notifications and the roadmap for supported API/provider connections.

  • Responsive Web DesignReported Planned

    Adapt authorized workspaces to supported screen sizes.

  • Mobile-friendly InterfaceReported Planned

    Prioritize tasks and forms relevant to mobile users.

  • Employee Self Service (ESS)Reported Planned

    Provide employee-specific requests and published information.

  • Manager ApprovalsReported Planned

    Expose only assigned approval work with applicable limits.

  • Real-time NotificationsReported Planned

    Plan configured delivery channels and permission-aware routing.

  • API Integration (Future)Reported Planned

    Publish supported authorized integration interfaces as they are implemented.

  • Third-party Services (Shipping, Customs)Reported Planned

    Connect authorized providers and retain source/update context.

  • Email / WhatsApp AlertsReported Planned

    Deliver configured business messages through approved providers.

  • Mobile App (Roadmap)Reported Planned

    Build and release role applications separately for their target platforms.

  • Field Operations SupportReported Planned

    Connect assigned rider, sales, collection and supervisor tasks.

Roles, security & complete process →
Workplace

Internal Office Mail

Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.

  • 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.

Roles, security & complete process →
Workplace

Internal Messenger

Organize company chat in member-controlled threads, with incremental message polling and personal read cursors.

  • 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.

Roles, security & complete process →
Control

Attachment Governance & Storage

Control the lifecycle of Office Mail attachments through private storage, retention review, legal holds and company storage limits.

  • Company storage monitoringSource present · live validation pending

    Review attachment usage and recovery-reference inventory inside the authorized company.

  • Retention policy and safe previewSource present · live validation pending

    Configure no expiry or a 30–3650 day retention period and inspect bounded expiration candidates without deleting files.

  • Legal hold and releaseSource present · live validation pending

    Record a reason for legal hold and authorized release. Held attachments are excluded from cleanup previews and approval.

  • Configured company quotasSource present · live validation pending

    Quota checks use a locked company record during uploads. Companies without a configured quota remain unlimited.

  • Two-person cleanup reviewSource present · live validation pending

    A requester cannot approve their own cleanup request. Approval records a review only; it does not delete a file.

  • Recovery-reference inventorySource present · live validation pending

    Record backup references and connect them to independent backup verification. A reference alone does not prove a recoverable backup.

  • Private-file integritySource present · live validation pending

    Allowed uploads and downloads use company checks, randomized storage keys and SHA-256 verification.

  • Cleanup enforcement and malware scanningPending implementation / validation

    The cleanup worker remains preview-only. Destructive cleanup and actual antivirus/content scanning are not implemented.

Roles, security & complete process →
Control

Security Incidents & Accountability

Turn recovery-download security events into reviewed incidents, assigned department responses and independent manager decisions.

  • 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.

Roles, security & complete process →
Control

SLA Operations & Worker Health

Monitor overdue approvals, scheduled-job health and assigned operational incidents, then track resolution review and department accountability.

  • 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.

Roles, security & complete process →

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