Daily Operations
The routine operating manual for staff who use Community after setup is complete.
Main Workspaces
Community
Use this sidebar area for the module workflow associated with Community.
Community Overview
Use this sidebar area for the module workflow associated with Community Overview.
Community Content Hub
Use this sidebar area for the module workflow associated with Community Content Hub.
Community Groups
Use this sidebar area for the module workflow associated with Community Groups.
Community Seo Settings
Use this sidebar area for the module workflow associated with Community Seo Settings.
Community Moderation
Use this sidebar area for the module workflow associated with Community Moderation.
Standard Operating Procedure
- Open the module workspace from the sidebar or the route your team normally uses.
- Search or filter before creating a new record so duplicate records are not introduced.
- Open the create form, fill required fields, attach supporting information when the workflow expects evidence, then save.
- Review the saved record from the detail or list view and confirm ownership, dates, status, and linked records.
- Move the record through the next workflow step only when the supporting data is complete.
- Use reports, dashboards, or export screens for review rather than manually editing calculated totals.
- Review dashboard widgets as a summary only; open the underlying list before making decisions.
Record Handling Rules
Create carefully
Use one source document or one real-world event per record. Avoid bundling unrelated items into a single record just to save time.
Review before action
Check status, ownership, dates, amounts, attachments, and related records before approving, publishing, posting, or closing.
Use update actions intentionally
If the module has separate approve, issue, post, sync, export, or close actions, use those instead of editing database-style fields directly.
Keep auditability
Prefer correcting records with comments, revisions, status changes, or replacement files so the business history remains understandable.
Daily Quality Review
- New records have clear owners, dates, statuses, and related records.
- Required documents, comments, attachments, or references are added before approval or closing.
- List filters and report date ranges match the period being reviewed.
- Users can only see and act on records appropriate to their role.
- Public or portal pages show only approved information and do not expose private records.
- API data matches the intended tenant, permissions, filters, and response schema.