Cliviti | Operations Control

Coordinated work, controlled

Turn schedules into controlled outcomes.

Workspace entry

Sign in

01

Username Password

Controlled access

Credentials are issued by a Cliviti superadmin. Contact your administrator if access has not been provisioned.

Task Intake

Inbox Intake Desk

Capture work requests cleanly, attach routing hints only when justified, and keep the Inbox ready for the scheduler.

New tasks always enter IN before they are routed elsewhere.

Inbox Tasks 0

Suggested Routes 0

High Urgency 0

Due Today 0

Linked Records 0

File Transfers 0

Recommended Intake Order

Name the task precisely.
Set effort, impact, and due time if they are known.
Add notes and tags that help routing or handoff.
Use a suggested team only when you have a clear reason.

Daily Actions

Refresh when another admin has created tasks or after you submit a new intake record.

Create Task

Everything created here is held in Inbox until the scheduler routes it to the working team.

Task Name Effort (minutes) Impact Due Date/Time Suggested Team Tags Notes

Selected Intake Record

Open any Inbox row to inspect the full request before a scheduler routes it.

Open a task from the Inbox table to review its urgency, due date, routing hint, and notes.

Inbox Tasks

These records are waiting in IN for scheduler review and routing.

ID	Task	Suggested	Docs	Urgency	Due	Status	Action

Admin Workspace

Scheduler Command Center

Use this page in order: choose a team, route Inbox work, preview a plan, publish assignments, then review approvals and workload.

Select a team and click Refresh to begin.

Recommended Order

Select a team and refresh the dashboard.
Route any Inbox tasks to the correct team.
Use Auto-plan to preview the day.
Use Publish only when the preview looks correct.
Review approvals and workload before moving on.

Team Focus

Selected Team

Daily Actions

Pending approvals: - Quick on-time probability: -

Team Tasks 0

Assigned 0

Pending 0

Linked Records 0

Shared Items 0

File Transfers 0

Inbox Routing

Every new task starts in IN. Route each one before planning the team’s day.

ID	Task	Suggested	Docs	Route to	Action

Team Tasks

Use the urgency slider only when you need to manually raise or lower priority. Open a task to inspect linked correspondence.

ID	Task	Assignee	Docs	Urgency	Risk	Due	Status	Action

Selected Team Task

Inspect the queue record, current status, and any linked correspondence without leaving the scheduler workspace.

Open a task from the Team Tasks table to inspect its queue status, timing, and linked message history.

Today Plan Preview

Auto-plan first. Review the proposal below. Publish only when it looks right.

Click Auto-plan

Setup Tools

Use these when preparing a new instance or refreshing a demo environment.

If you seed users, the generated password is shown only once. Save it immediately. Demo reset is intended for local/dev cleanup only.

Approvals

Use this queue to review requests coming from assignees.

ID	Task	Requested By	Status	Action

Workload Overview (Kanban)

Review queue, unassigned work, schedules, and phase flow for the chosen scope.

Scope Week Start (Monday) Lane

Overview Action

Queue (PENDING + Phase=Queue)

Unassigned (PENDING + no assignee)

Current Schedules (Assigned)

Priorities This Week (Due this week)

Pending This Week (Due this week + PENDING)

Kanban Board (Phases)

Move phases using the dropdown on each card. Changes save immediately.

Global Controls

Superadmin Control Room

System-wide changes live here. Everyday edits stay separate from anything destructive or privilege-sensitive.

Refresh the snapshot first if you need IDs.

Safe Order

Refresh the snapshot to find the correct IDs.
Use edit tools for normal corrections.
Verify the result in the snapshot output.
Use the danger zone only for permanent deletion.

Lookup Snapshot

Need task, user, or team IDs? Refresh the current users and teams snapshot first.

Export Audit Policy

This shows the current retention window, cleanup behavior, and how many audit rows are on record.

Load the audit policy to see retention days, stale row count, and current ledger volume.

Retention Cleanup

Preview or delete expired audit rows. Use the current retention policy unless you have a specific override window to apply.

Retention Days Override

Cleanup Actions

Cleanup results will appear here.

Export Audit Ledger

Search export events by exporter, kind, format, task, reference code, or date range. Use export buttons to hand over the filtered ledger.

Search Exporter Export Kind Artifact Format Task ID Reference Code Date From Date To Row Limit

No audit search has run yet.

Time	Exporter	Kind	Format	Results	Filename	Action

Audit Entry Detail

Open a row to inspect the exact filenames, references, task IDs, IP data, and filter payload used for that export.

Open an audit ledger row to inspect the underlying export event.

Historical Task Note Redactions

This computed report shows pre-2026-05-22 linked tasks whose notes now carry the restricted correspondence marker introduced by the redaction migration.

Team Sender Date From Date To Row Limit

Use team, sender, and task-created date filters before export when compliance reviews need a narrower slice.

Report Scope

No redaction report has been loaded yet.

Task	Reference	Team	Sender	Created	Subject	Action

Redaction Detail

Open a row to inspect the historical task, linked message reference, sender, and redacted note marker.

Load the redaction report and open a row to inspect a historical redaction record.

Task Editor

Patch only the fields you want to change.

Task ID Task Patch JSON

User Editor

Use this for role changes, team changes, and password resets. Sensitive changes require a stronger confirmation.

User ID Role Team Code Reset Password

Create Team

New Team Code New Team Name

Update Team

Team ID New Team Name Due By Hour (local) WIP Limit

Danger Zone

Delete only after checking the correct record ID. Permanent actions require typed confirmation.

Delete Task ID Delete User ID Delete Team ID

Snapshot Output

Results from snapshot refresh and edit actions appear here.

Documented Communication

Correspondence Desk

Send work-bearing records that become tasks or assignments, attach structured notes, store files, and keep everything searchable later.

Choose a recipient mode, work type, and precise subject before sending.

Unread Inbox 0

Inbox Records 0

Sent Records 0

Shared Items 0

Linked Tasks 0

File Transfers 0

Compose Work Record

Each send creates a linked task. Direct sends can become assignments immediately; team sends enter the team queue.

Reference Protocol Every send creates a message reference and a linked task record for follow-up and search.

Shared Item Rule Use extra notes, URLs, and files only when they improve the task record. Files always require a full dossier.

Operations roles can route work to teams or create direct assignments. Assignees are limited to direct task requests only.

Recipient Mode Recipient User Work Type Category Subject Message Details

General message: use this for routine internal communication that still needs a reference code.

Attachment Dossier

Task details shape the linked queue record. Shared items remain attached to the message for retrieval later.

Due Date/Time Effort (minutes) Impact Task Tags

Direct sends can become assignments. Team sends always create one queued task for the selected team.

Extra Notes

Add structured notes when the main body is not enough.

URLs

Link runbooks, documents, tickets, or evidence pages.

Files

Upload documented files. Each file is stored on the server with its own transfer reference and dossier.

Selected Record

Open any Inbox, Sent, or Archive row to inspect the linked task, recipients, shared items, and activity trail.

Select a message from Inbox, Sent, or Archive to inspect its full details and linked shared items.

Archive Search

Search task-linked notes, URLs, files, and the message body by keywords, reference codes, category, team, and item type.

Query Reference Code Task ID Reference Set Task ID List Sender Team Category Item Type Date From Date To

Bulk Export Package

Archive export uses the current Query, Reference, Sender, Team, Category, Item Type, and Date filters. Team plus Date From/To are required for package and manifest downloads.

Package Format

Export Action

Ref	Linked Task	Target	Category	Matched Items	At	Action

Inbox

Received work records and the tasks they created.

Ref	From	Queue	Category	Subject	Items	Read	Action

Sent

Outgoing work records and recipient read progress.

Ref	To	Queue	Category	Subject	Items	Status	Action

Assigned Work

My Queue

Track what you are actively carrying, update status cleanly, and request approvals without leaving the page.

Refresh your queue to see current assignments and time-tracking actions.

Active Queue 0

Blocked 0

High Urgency 0

Open Timers 0

Linked Records 0

File Transfers 0

Working Order

Refresh your queue before starting work.
Inspect the task details before changing its status.
Use Start and Stop for tracked work sessions.
Request approval only when a real decision, access, or sign-off is needed.

Daily Actions

Summary Date

Queue Items

Open a task to inspect it before starting work, blocking it, or requesting approval.

ID	Task	Status	Docs	Urgency	Due	Tags	Actions

Selected Task

Use this view to confirm the current status, timing, and next action before changing the record.

Open a task from your queue to inspect its current status, urgency, timing, and available actions.

Daily Summary Output

Use this for a quick record of the selected day’s time summary.