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Quick Action Checklist

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.

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