Manager operational quickstart after onboarding completion

Summary

• Use the manager lane to run policy requests, team invites, approvals, and training readiness without policy authoring.
• Use this guide to complete the workflow with audit-ready evidence and ownership.
• If you hit a blocker, run troubleshooting first, then escalate with context.

Steps

1. 1. Submit policy requests instead of authoring drafts

   Managers cannot author policies directly. Open /dashboard/policy-requests and submit a new or revision request; an admin reviews and converts it into a generation job.

2. 2. Track requests against the SLA clock

   Each request shows days open with a warning badge at 3 days, overdue at 5 days, and a breach at 7 days, so you know when to follow up with an admin.

3. 3. Invite staff within your team

   From /dashboard/team, invite Staff or Manager roles once rollout is unlocked. Only admins can invite other admins.

4. 4. Monitor approvals and training readiness

   Use /dashboard/approvals to see what is waiting on a decision and /dashboard/training to track day-0 completion for your invited team.

Verification

• A submitted request appears in Open and recent requests with the correct requested category.
• The SLA badge matches how many days the request has been open.
• Invited team members show up in /dashboard/team with the expected role.

Troubleshooting

Workflow screenshots