Private task tracker - flags itself when something's gone stale.
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Start a New Site Checklist
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Checklist Template ▶
This is the reusable list every new site checklist starts from. Edit it here any time - changes only affect future checklists, not ones already in progress.
Every new officer added to the roster - by anyone - shows up here automatically. A new hire isn't ready to start until both OJT and uniforms are fully resolved.
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Checking PAN.T or PAN.F on an officer in Manage Officers puts them here automatically - nothing to remember to do separately.
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"Home" is a stable baseline for benefits - it only changes when you import a fresh Employee Matrix export or correct it manually. "Current" is always pulled live from Live Schedule. Any officer where they disagree is a real PAN transfer waiting to be processed.
Import Home Client Baseline
Upload the Employee Matrix Report (.xlsx). Matches by Job Number to your sites - no site name cleanup needed - and by name against your officer roster. Anything that doesn't match gets listed separately so you can review it, nothing gets silently guessed.
Home vs. Current
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Track which expense type gets attached to which client, so recurring costs (tolls, parking, etc.) rotate across clients instead of always landing on the same one.
Tag Types ▶
Each tag carries one reusable description - edit it here any time, and it updates everywhere that tag is used going forward.
Rotation Calendar
One tag at a time - shows every site down the side and the last 12 months across the top, so a gap (or a site that's never been used) is obvious at a glance.