Operator daily playbook

Use this as a shift checklist. Not every desk does every task - skip sections outside your role. Open the header Docs icon anytime for desk manuals and troubleshooting without leaving the app.

Morning open (all operators)

1. Sign in Staff & Admin tab → /dashboard.
2. Scan notices at /notices and unread /notifications.

Admissions desk (intake season)

1. /admissions - funnel health and new applications count.
2. /admissions/applications - process overnight submissions; verify documents.
3. Reply to applicant track portal status - families use /admissions/track.
4. Schedule tests/interviews per /admissions/tests-and-interviews workflow.
5. Escalate offers to committee chair before /admissions/offers.
6. On enroll at /admissions/enrollments - parent portal + welcome magic link are created when guardian email is available; confirm link at /parents.

Finance desk

1. /fees/collections - process counter payments; always print/email receipt.
2. /fees/defaulters - call or message families on overdue list.
3. /fees/payment-history - retry [RECEIPT_EMAIL:FAILED] sends.
4. /fees/receipts - reprint duplicates when parents request.

Transport desk

1. /transport - hub overview and route list.
2. /transport/duty - start or monitor driver pickup/drop duty and boarding marks.
3. /transport/day-sheet - office day sheet and live fleet view.
4. /transport/reports - boarding absence history / CSV for ops review.
5. Confirm parents see live status at /parent/transport after assignments change.

Afternoon close

• Library: process returns and overdue fines at /libraries.
• Transport: close duty sheets; update route assignments for new joiners at /transport.
• Publish end-of-day notice if needed (events, closures).
• Log official letters in /files/incoming or /files/outgoing.