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Operational Best Practices

Published 22 February 2026, Updated 9 October 2026

  1. Use List for daily supervision and communication.
  2. Use Attendance during/after live sessions to keep records accurate the same day.
  3. Use Dashboard to prioritize attention, review progression, and balance responsible workload.
  4. Use Task for follow-up obligations and unresolved actions.
  5. Before closing courses or sessions, quickly verify planning, attendance, and comments are complete.
  6. For audits, prefer built-in print/export actions from the relevant tab.
Daily workflow: List, then Attendance, then Task
Daily workflow: List, then Attendance, then Task.
Daily workflow: Dashboard review, List action, Attendance verification and Task follow-up
Daily workflow: Dashboard review, List action, Attendance verification and Task follow-up.
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