Quarterly business check-in
Confirm or update the small set of business facts that drive policy and control recommendations, every quarter, in under two minutes.
Why this exists
Policy generation and recommendation quality depend on your business facts staying current. The quarterly check-in re-confirms six volatile facts (industry, operating regions, employee count, customer types, data types, delivery models) without repeating the full onboarding flow.
Summary
- Confirm or update the small set of business facts that drive policy and control recommendations, every quarter, in under two minutes.
- 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. Open the check-in
Go to /dashboard/check-in. The page shows your six tracked business facts and when you last confirmed them.
2. Confirm if nothing changed
If every answer is still correct, select Nothing has changed - confirm. This records a fresh confirmation without editing any answers.
3. Update anything that changed
Edit any field that is out of date. The button changes to Save updates and confirm, and shows a running count such as "2 answers changed".
4. Submit
Select the button. You will see "You are all set - next check-in in 3 months."
Verification
- The Last confirmed date on /dashboard/check-in updates immediately after you submit.
- Any changed answers are reflected the next time you view your organization profile.
- The confirmation screen explicitly states the next check-in is in 3 months.
Troubleshooting
/dashboard/check-in says to complete onboarding first.
The check-in requires a finished onboarding profile (an OperatingProfile record). Finish onboarding, then return to the check-in.
I am staff and cannot find this page.
The quarterly check-in is restricted to managers and admins, the same audience that can run other operational workflows.
Workflow screenshots
FAQ
Does skipping a quarterly check-in break anything?
No hard gate blocks you for skipping it, but stale business facts degrade the quality of future policy drafts and recommendations, so treat it as routine maintenance rather than optional busywork.
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