Processes

⚠️ This page is currently in development…

Current Processes Process Management

Current Processes

Loading user... Start

Add Process

Save Cancel

Select a process to manage steps

Add Step Add Divider

Save Step Cancel

Name this process

Create Cancel

KPI Scorecard

📅 Weekly View 📆 Monthly View

Date: ← Previous Next → Current

Mortgage Lab

Risk

Employee Lab

Shared Services

Marketing

📊 Mortgage Lab

📝 Add Data Entry 📋 Load Last Period 📈 💾 Save Order

📋 Metric Definitions

▼

Showing Weekly Metrics ✨ Add New Metric

Current Week Data

📊 Actual values for this time period

Order	Metric Name	Actual Value	4 Week Avg	Target	Actions

📈 Mortgage Lab Metrics Chart

✕ Close

⚠️ Risk Management

📝 Add Data Entry 📋 Load Last Period 📈 💾 Save Order

📋 Metric Definitions

▼

Showing Weekly Metrics ✨ Add New Metric

Current Week Data

📊 Actual values for this time period

Order	Metric Name	Actual Value	4 Week Avg	Target	Actions

📈 Risk Management Metrics Chart

✕ Close

👥 Employee Lab

📝 Add Data Entry 📋 Load Last Period 📈 💾 Save Order

📋 Metric Definitions

▼

Showing Weekly Metrics ✨ Add New Metric

Current Week Data

📊 Actual values for this time period

Order	Metric Name	Actual Value	4 Week Avg	Target	Actions

📈 Employee Lab Metrics Chart

✕ Close

🔧 Shared Services

📝 Add Data Entry 📋 Load Last Period 📈 💾 Save Order

📋 Metric Definitions

▼

Showing Weekly Metrics ✨ Add New Metric

Current Week Data

📊 Actual values for this time period

Order	Metric Name	Actual Value	4 Week Avg	Target	Actions

📈 Shared Services Metrics Chart

✕ Close

📢 Marketing

📝 Add Data Entry 📋 Load Last Period 📈 💾 Save Order

📋 Metric Definitions

▼

Showing Weekly Metrics ✨ Add New Metric

Current Week Data

📊 Actual values for this time period

Order	Metric Name	Actual Value	4 Week Avg	Target	Actions

📈 Marketing Metrics Chart

✕ Close

✨ Add New Metric

Metric Name:

Frequency: Weekly Monthly

Target (optional):

Unit:

Category:

Show in graphs

Cancel Add Metric

Projects

Projects Stakeholders Milestones & Tasks My Tasks

All Projects

All

All Status Draft Active Completed Archived

Manage Categories New Project

Create New Project

Project Title

Category

Start Date

Target Completion Date

Project Description

Clone From Existing Project Select a project to clone from (optional)

Save Project Cancel

Project Stakeholders

Select a project to manage stakeholders

Add Staff Add External

Add Staff Stakeholder

Staff Member Select Staff Member

Role in Project

Add Stakeholder Cancel

Add External Stakeholder

Name

Role/Organization

Add Stakeholder Cancel

Milestones & Tasks

Select a project to manage milestones

Activate Project Mark Complete Archive Project Reactivate Add Milestone Export Project

Project Progress

My Tasks

Milestones and subtasks assigned to you

Comments

Add Comment

Add Comment

Add Milestone

Milestone Title

Description

Scope - What needs to be achieved for success?

Due Date

Assigned To Select Assignee

Requires Sign-off No Yes

Sign-off By Select Stakeholder

Save Milestone Cancel

Manage Subtasks

Add New Subtask

Task Description

Assign To Select stakeholder

Due Date

Add Subtask

Manage Project Categories

Add New Category

Category Name

Color

Description

Add Category

Meetings Agendas

Meetings Participants Agenda & Minutes My Agenda Items My Action Items

All Meetings

All SLT RCC Board

Future Past

New Meeting

Create New Meeting

Meeting Title

Date

Start Time

Meeting Type SLT Meeting RCC Meeting Board Meeting

Location

Video Conference URL

Copy Agenda From Previous Meeting Select a meeting to copy agenda from (optional)

Save Meeting Cancel

Meeting Participants

Select a meeting to manage participants

Add Staff Add Visitor

Add Staff Member

Staff Member Select Staff Member

Role

Add Staff Cancel

Add Visitor

Visitor Name

Role

Add Visitor Cancel

Agenda & Minutes

Select a meeting to manage agenda

Finalise Agenda Back to Draft Finalise Minutes Draft Minutes Add Item Export Agenda

Meeting Schedule

My Agenda Items

Agenda items where you are listed as a presenter

Future Past

My Action Items

Outstanding actions assigned to you, ordered by due date

Comments

Add Comment

Add Comment

Edit Comment

Comment

Save Changes Cancel

Add Agenda Item

Title

Description

Duration (minutes)

Presenters

Select Presenter Add Another

Related URLs

Add Another URL

PDF Attachments (PDF files only)

Save Item Cancel

Manage Actions

Add New Action

Action Description

Assign To Select participant

Due Date

Add Action

Send Calendar Invite

Outlook iCal

Update To-Do Status

Status Not Ready Ready for Meeting

Comments/Notes

Upload Document (PDF files only)

Update Status Cancel

Feedback Admin Panel

Overview Categories

System Statistics

Manage Categories

Category Name

Description

Add Category

Feedback Management

Status: All Statuses Category: All Categories Sort by: Total Votes Most Recent Pending First

Loading...

ChatGPT Assistant Admin Panel

Manage chat assistants, report types and configurations of the ChatGPT page on the intranet.
!Do not edit this unless you are sure you know the correct settings.

Chat Assistants Report Types Conversation Analytics Settings

Chat Assistants

+ Add New Assistant

Key	Name	Icon	OpenAI Assistant ID	Report Types	Required Roles	Status	Actions
Loading assistants...

Report Types

+ Add Report Type

Assistant	Value	Display Text	Sort Order	Status	Actions
Loading report types...

Conversation Analytics

Last 7 days Last 30 days Last 90 days Refresh

Total Conversations

-

Active Users

-

Most Popular Assistant

-

Average Messages per Conversation

-

Recent Conversations

User	Chat Type	Title	Messages	Created	Actions
Loading conversations...

System Settings

📊 Data Management

Export and manage conversation data

Export All Conversations Cleanup Old Data

👥 User Management

View user roles and permissions

View User Roles Export User Data

🔧 System Status

Check database connectivity and system health

Checking...

Refresh Status

🗂️ Database Maintenance

Optimize and maintain database performance

Optimize Database Create Backup

Add New Assistant

×

Assistant Key * Unique identifier (e.g., 'mortgage', 'insurance')

Name *

Icon Emoji or text icon (1-2 characters)

OpenAI Assistant ID * Must start with 'asst_'

Description

Has Report Types Check if this assistant uses report type selection

Required Roles

Insurance Adviser Mortgage Adviser KiwiSaver Management Board Member

Leave all unchecked for general access

Active

Cancel Save Assistant

Add Report Type

×

Assistant * Select Assistant

Value * Internal value (e.g., 'File Note')

Display Text * Text shown to users

Sort Order Lower numbers appear first

Active

Cancel Save Report Type