Client intake
Client Intake and Baseline
Load a cost and volume extract from the client. more
Load a file
CSV, up to 5,000 rows. Weekly periods.
Columns, in any order: period, process, transactions, labor_hours, labor_cost_usd, system_cost_usd. A process is matched to a tower by code, then name, then a known alias. A row that fails a check is kept out and listed; the rest load.
Loading a file needs the Process owner role or above.
Tower by tower
No file loaded yet
Load the sample or a client file to see the comparison.
Files loaded
Newest first. A refused file is kept with its reason.
No file has been loaded for this tenant.
Actions
What is waiting on a person
A client extract only becomes a baseline once every row lands on a tower. more
Nothing on this surface is currently sitting with a person. An unmapped row is cost the baseline cannot place. Map it or exclude it on the record.
Operations
What this desk is allowed to start
A surface that only reports is not operable. more
Trigger and bound
Across tenants, 0 extract batches have been received, holding 0 accepted rows. more
Live observability
What the record shows right now
Where accepted rows landed. more
Current distribution
0 rows
No rows are held on this surface yet.
Is policy and strategy coming to fruition
Whether the written intent is holding here
Not yet. No client extract has been loaded.
Not holding on the record
The intent is that a client baseline is measured from their own records, never assumed. more