Five-minute daily workflow
A repeatable daily routine for keeping the queue short without living in the product.
Compliance drifts when work accumulates. A short daily pass beats a long monthly one.
The routine
- 1Open the Action Center. Do not start at the Dashboard.
- 2Clear every critical item. These mean someone is currently uncovered.
- 3Handle renewal review and submission review items, since those are people waiting on you.
- 4Send renewal requests for high-priority expiring items so they resolve before they become critical.
- 5Stop. Leave medium and low items for the weekly pass.
Weekly pass
- Review the Compliance Matrix for drift across the whole population.
- Check the Renewals Awaiting employee tab for requests nobody has acted on.
- Work down medium-priority items.
- Confirm no employee is showing No Requirements unintentionally.
Monthly or per-audit pass
- Generate a Compliance Packet for the period.
- Read the Executive Compliance Brief.
- Review Location Comparison for sites falling behind.
- Revisit role templates against how you actually staff today.