Published 4 October 2026, Updated 4 October 2026
Daily or regular review
- Select each active template and review Need your attention.
- Handle ready groups that are not synchronized.
- Review changed groups before re-syncing.
- Follow up on incomplete and failed groups.
- Check Dashboard attention and assignment gaps.
- Update MEES tasks and close completed follow-up.
Before certification
- Confirm the correct member and template.
- Verify every configured lesson and group result.
- Confirm that synchronization states match the external process.
- Review notes, files, and history when there is uncertainty.
- Record the correct non-future certification date.
- Print the required report.
Before publishing or changing a template
- Confirm group titles and order.
- Confirm eligible lessons and cross-reference text.
- Confirm Weighting, Max score, Apply, Failed if less, and Passed from.
- Print and review the definition.
- Remember that changes can make existing synchronized groups show Changed.
- Publish only after the template is ready for operational use.
