Run your daily operating check
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Review new work, messages, failures and follow-ups at the start and end of the day.
Outcome
Outstanding customer work has an owner or a next action.
Last reviewed
2026-09-12 · Operations
Before you begin
- Access to the operational modules assigned to your role.
Open the right workspace
- 1Sign in and open Dashboard.
- 2Choose Overview from the dashboard navigation.
- 3If the item is not shown, ask an owner to check your access and the account package.
Start of day
- 1Review notifications and today's appointments, orders, rentals or jobs shown for your sector.
- 2Check new conversations, follow-ups and failed or partial automation records.
- 3Assign or record the next action using the controls available in each module.
End of day
- 1Review unresolved work and confirm urgent items have an owner.
- 2Check that expected customer-facing changes or messages have a recorded result.
How to know it worked
- • No urgent item is left without a recorded next action.
If something goes wrong
- If the problem remains, open Support and describe what you expected and what appeared.