Solution overview
Run daily operations efficiently across multiple locations. Outcome: Unified workspace for all unit‑level operations.Features enabling this
- Units dashboard: Operational overview by location
- Rooms (Ops Rooms): Collaborate on issues, compliance, or inventory
- Forms: Create checklists or incident reports
- AI Assistant: Summarize discussions or extract tasks
- File Management: Store SOPs, training docs, and vendor contracts
Get started
1
Create an Ops Room
Add team members and define the scope (which units/files).
2
Add pages & tasks
Use the Doc Editor for SOPs/notes. Track tasks in columns.
3
Build forms
Publish checklists or incident intake forms. Review submissions in the drawer.
4
Organize files
Link unit or org folders; keep contracts and SOPs centralized.
Best practices
- Use a room per initiative (e.g., Compliance 2025) to focus work
- Standardize form templates to reduce rework
- Link source folders to avoid duplicates and keep a single source of truth
Learn more
- Rooms: ../platform/rooms.mdx
- Forms: ../platform/forms.mdx
- Files: ../platform/files.mdx
- Units: ../platform/units.mdx
- Doc Editor: ../platform/doc-editor.mdx