Operations and compliance, every page in the demo
Every page, dialog and write of the first three phases now works in the demo agency: the foundation, operations and compliance. It runs on the demo’s own data while the live database is wired underneath it, and every write leaves an entry in the audit log.
- Version
- v0.7
- Area
- Compliance
- Released
- Reading time
- 1 min
- Share
| Area | What works in the demo |
|---|---|
| General and System | The dashboard, properties, contacts and documents; settings, teams, members, staff accreditations and CPD, and the audit log browser. |
| Operations | Tasks, the calendar, meetings with their open items carried to the next one, and KPI targets with their progress. |
| Compliance | Policies with versions and sign-offs, checklists on the property, the registers, both trust accounts with reconciliation, and the audit pack. |
- An audit entry on every write: who, what and when, in the same place for every page.
- Summaries written from the records: the policy draft, the gap report and the weekly briefing are drawn from what is on file until a model is wired, and each says it is not legal advice.
- The sidebar shows what shipped: the groups that are built, with Insights beside them.
How versions are numbered, and what a bump means for you, is written up in How releases work.
More releases
What shipped before it and since, newest first.