Manual coverage control
TOC Review Dashboard
This table is the high-level queue view for every manual topic. Categories are grouped by maintenance rules: pages in the same category should use the same layout, copy pattern, screenshot format, and review standard.
182 TOC topics
5 new candidates
10 need review
49 modern
136 Manula
Showing all 187 review topics.
No topics match this search.
Category
Top-level menu or shortcut
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Use the shared full-width Admin Portal menu-bar template.
- Show the top-level menu, submenu, launcher, or shortcut in context.
- If the menu or shortcut opens a panel, modal, or form, include each real opened view separately and explain its visible controls using the applicable form or page-overview rules.
- Highlight the documented item with the standard red callout, and keep menu-bar screenshots consistent across pages.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Rocket Menu Administrative Portal > Rocket Menu | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Call Center Agent Menu Administrative Portal > Call Center Agent Menu | Modern | Jun 15, 2026 | Modernized This topic has an approved modern override. | Open review |
| Send Announcement Administrative Portal > Send Announcement | Modern | Jun 8, 2026 | Modernized This topic has an approved modern override. | Open review |
| People Administrative Portal > People | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Work Administrative Portal > Work | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Scheduling Administrative Portal > Scheduling | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Operations Administrative Portal > Operations | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Invoicing Administrative Portal > Invoicing | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Integrations Administrative Portal > Integrations | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Admin Administrative Portal > Admin | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Page overview
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Orient the reader to the main page and the workflows it launches.
- Use a full representative page screenshot with realistic data when the page would otherwise look empty.
- Show important page controls inline in the copy and call them out in context.
- Route detailed add, edit, delete, and settings behavior to child pages instead of overloading the overview.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Clock In By App Employee Instructions > Clock In By App | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Analytics Dashboards Administrative Portal > Rocket Menu > Analytics Dashboards | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employees Administrative Portal > People > Employees | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| GPS Location Tracking Administrative Portal > People > Employees > GPS Location Tracking | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Supervisors Administrative Portal > People > Supervisors | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Clients Administrative Portal > People > Clients | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Vendors Administrative Portal > People > Vendors | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Contacts Administrative Portal > People > Contacts | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Jobs Administrative Portal > Work > Jobs | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Using Time Budgets Administrative Portal > Work > Jobs > Editing Jobs > Using Time Budgets | Modern | Jul 6, 2026 | Modernized This topic has an approved modern override. | Open review |
| Breaks Administrative Portal > Work > Breaks | Modern | Jul 6, 2026 | Modernized This topic has an approved modern override. | Open review |
| Tours Administrative Portal > Work > Tours | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Notifications Administrative Portal > Work > Notifications | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Action Points Administrative Portal > Work > Action Points | Modern | Jun 23, 2026 | Needs review Rebuilt Action Points from the stronger existing page flow into a comprehensive customer guide with current screenshots, real-world janitorial/security examples, QR code setup, page controls, form fields, Basic Feedback, on-site worker requests, requester flow, Trouble Ticket follow-up, and testing guidance. | Open review |
| Stations Administrative Portal > Work > Stations | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Job Schedules Administrative Portal > Scheduling > Job Schedules | Manula | Legacy import | Needs screenshots Reopened "Job Schedules" from the existing imported page because Jira details, repo evidence, and a fresh stage screenshot were unavailable. Refresh this draft before approval. | Open review |
| Shift Calendar Administrative Portal > Scheduling > Shift Calendar | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Time Entries Administrative Portal > Operations > Time Entries | Modern | Jun 13, 2026 | Needs screenshots Fresh current product screenshots are required before approval. Do not use legacy Manula images for this page. | Open review |
| Business Insight Reports Administrative Portal > Operations > Business Insight Reports | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Announcements Administrative Portal > Operations > Announcements | Modern | Jun 9, 2026 | Modernized This topic has an approved modern override. | Open review |
| Trouble Tickets Administrative Portal > Operations > Trouble Tickets | Manula | Legacy import | Needs review Expanded Trouble Tickets with current screenshots and guidance for ticket counts, page controls, filters, Basic Feedback Action Point tickets, on-site worker request follow-up, ticket assignment/status handling, examples, and closeout checks. | Open review |
| ADP Administrative Portal > Integrations > ADP | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| QuickBooks Administrative Portal > Integrations > QuickBooks | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| QuickBooks Online Administrative Portal > Integrations > QuickBooks > QuickBooks Online | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| QuickBooks Desktop Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| WhenToWork Administrative Portal > Integrations > WhenToWork | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Billing Administrative Portal > Admin > Billing | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Bill / Pay Rates Administrative Portal > Admin > Bill / Pay Rates | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Add form workflow
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Start with what the form creates and where to launch it.
- Show one launch-context page screenshot with the add control highlighted.
- Then show the full form or polished composite form with every safe visible field represented.
- Every visible field, toggle, option group, and blue information icon needs matching explanation below.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Adding a New Dashboard Administrative Portal > Rocket Menu > Analytics Dashboards > Adding a New Dashboard | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Employees Administrative Portal > People > Employees > Adding Employees | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Supervisors Administrative Portal > People > Supervisors > Adding Supervisors | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Clients Administrative Portal > People > Clients > Adding Clients | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Vendors Administrative Portal > People > Vendors > Adding Vendors | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Contacts Administrative Portal > People > Contacts > Adding Contacts | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Jobs Administrative Portal > Work > Jobs > Adding Jobs | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Dispatcher Checkpoints To Jobs Administrative Portal > Work > Jobs > Editing Jobs > Adding Dispatcher Checkpoints To Jobs | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding a tour Administrative Portal > Work > Tours > Adding a tour | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Notification Profiles Administrative Portal > Work > Notifications > Adding Notification Profiles | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Action Points Administrative Portal > Work > Action Points > Adding Action Points | Manula | Legacy import | Needs review Expanded Adding Action Points into a complete setup walkthrough with current list/form screenshots, planning guidance, every visible setup field, Basic Feedback vs On-Site Worker Request selection, real-world examples, testing, printing, and common mistakes. | Open review |
| Adding Stations Administrative Portal > Work > Stations > Adding Stations | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Schedules Administrative Portal > Scheduling > Job Schedules > Adding Schedules | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Time Entries Administrative Portal > Operations > Time Entries > Adding Time Entries | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Reports Administrative Portal > Operations > Business Insight Reports > Adding Reports | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adding Announcements Administrative Portal > Operations > Announcements > Adding Announcements | Modern | Jun 8, 2026 | Modernized This topic has an approved modern override. | Open review |
| Adding Tickets Administrative Portal > Operations > Trouble Tickets > Adding Tickets | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Edit form workflow
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Start with what the edit form changes and where to open it.
- Show the parent page with the edit controls highlighted, then the full edit form.
- Keep the form capture complete, including conditional fields that appear after common selections.
- Center each blue information hotspot on the actual blue i marker and explain every visible setting.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Editing and Renaming A Dashboard Administrative Portal > Rocket Menu > Analytics Dashboards > Editing and Renaming A Dashboard | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Employees Administrative Portal > People > Employees > Editing Employees | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Supervisors Administrative Portal > People > Supervisors > Editing Supervisors | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Clients Administrative Portal > People > Clients > Editing Clients | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Vendors Administrative Portal > People > Vendors > Editing Vendors | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Contacts Administrative Portal > People > Contacts > Editing Contacts | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Jobs Administrative Portal > Work > Jobs > Editing Jobs | Modern | Jun 10, 2026 | Modernized This topic has an approved modern override. | Open review |
| Editing a Tour Administrative Portal > Work > Tours > Editing a Tour | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Notification Profiles Administrative Portal > Work > Notifications > Editing Notification Profiles | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Action Points Administrative Portal > Work > Action Points > Editing Action Points | Manula | Legacy import | Needs review Expanded Editing Action Points with current list/edit screenshots, edit-vs-create guidance, every field to review, reprint rules, testing steps, and rollout examples for existing posted QR codes. | Open review |
| Editing Stations Administrative Portal > Work > Stations > Editing Stations | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Schedules Administrative Portal > Scheduling > Job Schedules > Editing Schedules | Modern | Jul 6, 2026 | Modernized This topic has an approved modern override. | Open review |
| Editing An Individual Shift Administrative Portal > Scheduling > Shift Calendar > Editing An Individual Shift | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Time Entries Administrative Portal > Operations > Time Entries > Editing Time Entries | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Reports Administrative Portal > Operations > Business Insight Reports > Editing Reports | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Editing Announcements Administrative Portal > Operations > Announcements > Editing Announcements | Modern | Jun 9, 2026 | Modernized This topic has an approved modern override. | Open review |
| Editing Tickets Administrative Portal > Operations > Trouble Tickets > Editing Tickets | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Delete or removal workflow
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Explain what is removed, archived, disabled, or preserved before the user acts.
- Show the launch context and the confirmation or removal control when it is part of the workflow.
- Call out safety checks, downstream effects, and when disabling is safer than deleting.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Deleting and Restoring A Dashboard Administrative Portal > Rocket Menu > Analytics Dashboards > Deleting and Restoring A Dashboard | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Employees Administrative Portal > People > Employees > Deleting Employees | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Supervisors Administrative Portal > People > Supervisors > Deleting Supervisors | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Clients Administrative Portal > People > Clients > Deleting Clients | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Vendors Administrative Portal > People > Vendors > Deleting Vendors | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Contacts Administrative Portal > People > Contacts > Deleting Contacts | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Jobs Administrative Portal > Work > Jobs > Deleting Jobs | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting a Tour Administrative Portal > Work > Tours > Deleting a Tour | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Notification Profiles Administrative Portal > Work > Notifications > Deleting Notification Profiles | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Action Points Administrative Portal > Work > Action Points > Deleting Action Points | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Stations Administrative Portal > Work > Stations > Deleting Stations | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Schedules Administrative Portal > Scheduling > Job Schedules > Deleting Schedules | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Time Entries Administrative Portal > Operations > Time Entries > Deleting Time Entries | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Reports Administrative Portal > Operations > Business Insight Reports > Deleting Reports | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Deleting Announcements Administrative Portal > Operations > Announcements > Deleting Announcements | Modern | Jun 9, 2026 | Modernized This topic has an approved modern override. | Open review |
| Deleting Tickets Administrative Portal > Operations > Trouble Tickets > Deleting Tickets | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Delete QuickBooks Online Integration Administrative Portal > Integrations > QuickBooks > QuickBooks Online > Delete QuickBooks Online Integration | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Delete QuickBooks Desktop Integration Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop > Delete QuickBooks Desktop Integration | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Close Account Administrative Portal > Admin > Billing > Close Account | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Settings overview
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Explain the settings area as a routing and decision page.
- Use screenshots that show the settings groups or cards, not a single isolated control.
- Send detailed configuration behavior to the specific settings page or form topic.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Settings Administrative Portal > Admin > Settings | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Settings page or form
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Use the settings/form composite pattern for full non-sensitive settings coverage.
- Include configuration-dependent controls when they are customer-safe, even if they require enabling another option first.
- Exclude genuinely sensitive internal-only values.
- Every visible option needs a matching customer-facing explanation.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| General Settings Administrative Portal > Admin > Settings > General Settings | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Phone Clock-in: Choosing By Job Code Administrative Portal > Admin > Settings > General Settings > Phone Clock-in: Choosing By Job Code | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Phone Clock-in: Choosing By Job Name Administrative Portal > Admin > Settings > General Settings > Phone Clock-in: Choosing By Job Name | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Company Profile Administrative Portal > Admin > Settings > Company Profile | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Portal Preferences Administrative Portal > Admin > Settings > Portal Preferences | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Navigation Shortcuts Administrative Portal > Admin > Settings > Navigation Shortcuts | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Application Administrative Portal > Admin > Settings > Employee Application | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Onboarding Administrative Portal > Admin > Settings > Employee Onboarding | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Scoring Administrative Portal > Admin > Settings > Employee Scoring | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Surveys Administrative Portal > Admin > Settings > Employee Surveys | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Inbound Call Blocking Administrative Portal > Admin > Settings > Inbound Call Blocking | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Archived Files Administrative Portal > Admin > Settings > Archived Files | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Call Center Administrative Portal > Admin > Settings > Call Center | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Inbound Call Center Administrative Portal > Admin > Settings > Call Center > Inbound Call Center | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Work Orders Administrative Portal > Admin > Settings > Work Orders | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Invoicing Administrative Portal > Admin > Settings > Invoicing | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Analytics / Health Administrative Portal > Admin > Settings > Analytics / Health | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Operational workflow
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Describe the business workflow, normal path, and expected result.
- Use contextual screenshots for visible controls or status states.
- Call out configuration-dependent behavior in customer language.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Submitting Checkpoints Employee Instructions > Clock In By App > Submitting Checkpoints | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Active/Inactive Employee Status Administrative Portal > People > Employees > Editing Employees > Active/Inactive Employee Status | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| GPS Tracking and Job Sites Administrative Portal > People > Employees > GPS Location Tracking > GPS Tracking and Job Sites | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Active/Inactive Job Status Administrative Portal > Work > Jobs > Editing Jobs > Active/Inactive Job Status | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Adjusting Hours Based On Budgets Administrative Portal > Work > Jobs > Editing Jobs > Using Time Budgets > Adjusting Hours Based On Budgets | Modern | Jul 6, 2026 | Modernized This topic has an approved modern override. | Open review |
| Enable Breaks By Calls & Texts Administrative Portal > Work > Breaks > Enable Breaks By Calls & Texts | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Reminder: Start Break Administrative Portal > Work > Breaks > Employee Reminder: Start Break | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Reminder: End Break Administrative Portal > Work > Breaks > Employee Reminder: End Break | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Break Confirmations Administrative Portal > Work > Breaks > Employee Break Confirmations | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Warning: Short Break Administrative Portal > Work > Breaks > Employee Warning: Short Break | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Repeating Checkpoints Administrative Portal > Work > Tours > Adding a tour > Repeating Checkpoints | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Hourly Tours Administrative Portal > Work > Tours > Adding a tour > Hourly Tours | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Daily Tours Administrative Portal > Work > Tours > Adding a tour > Daily Tours | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Shift-Time Tours Administrative Portal > Work > Tours > Adding a tour > Shift-Time Tours | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Linking Jobs To Notification Profiles Administrative Portal > Work > Notifications > Editing Notification Profiles > Linking Jobs To Notification Profiles | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Pausing & Disabling Notifications Administrative Portal > Work > Notifications > Editing Notification Profiles > Pausing & Disabling Notifications | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Allow Employees To Retrieve Their Schedule Administrative Portal > Scheduling > Job Schedules > Allow Employees To Retrieve Their Schedule | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Shift Grid Administrative Portal > Scheduling > Shift Grid | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Troubleshooting Time Entries Administrative Portal > Operations > Time Entries > Troubleshooting Time Entries | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Report or analytics page
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Explain what decisions the report supports and which filters change the result.
- Use screenshots with believable data and highlight key filters, export controls, or drilldowns.
- Avoid documenting internal metrics that are not customer-facing.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Submitting In-Shift Reports Employee Instructions > Clock In By App > Submitting In-Shift Reports | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Reset A Dashboard Administrative Portal > Rocket Menu > Analytics Dashboards > Reset A Dashboard | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Managing Dashboard Cards Administrative Portal > Rocket Menu > Analytics Dashboards > Managing Dashboard Cards | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Health Center Administrative Portal > Rocket Menu > Health Center | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Break Violations Reporting Administrative Portal > Work > Breaks > Break Violations Reporting | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Shift Reports Administrative Portal > Operations > Employee Shift Reports | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Report Types Administrative Portal > Operations > Business Insight Reports > Report Types | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Running Reports Administrative Portal > Operations > Business Insight Reports > Running Reports | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Analytics / Health Administrative Portal > Operations > Analytics / Health | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Integration workflow
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Explain the customer-facing integration setup, sync, import, export, or troubleshooting path.
- Use current screenshots from the standard customer portal, not ADP-internal whitelabel screens.
- Call out prerequisites, permissions, and sync outcomes clearly.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| File Importer Administrative Portal > Integrations > File Importer | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Setup Integration Administrative Portal > Integrations > ADP > Setup Integration | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Setup Integration Administrative Portal > Integrations > QuickBooks > QuickBooks Online > Setup Integration | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Importing Employees Administrative Portal > Integrations > QuickBooks > QuickBooks Online > Importing Employees | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Viewing Import Logs Administrative Portal > Integrations > QuickBooks > QuickBooks Online > Viewing Import Logs | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Importing Customers & Service Items Administrative Portal > Integrations > QuickBooks > QuickBooks Online > Importing Customers & Service Items | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Associating Customers & Service Items To Jobs Administrative Portal > Integrations > QuickBooks > QuickBooks Online > Associating Customers & Service Items To Jobs | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Exporting Time Entries Administrative Portal > Integrations > QuickBooks > QuickBooks Online > Exporting Time Entries | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Setup Integration Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop > Setup Integration | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Importing Employee Data Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop > Importing Employee Data | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Uploading QuickBooks Data Into Telephone Timesheets Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop > Uploading QuickBooks Data Into Telephone Timesheets | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Entering QuickBooks Payroll Items In Telephone Timesheets Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop > Entering QuickBooks Payroll Items In Telephone Timesheets | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Associating Customers & Service Items To Jobs Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop > Associating Customers & Service Items To Jobs | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Importing Time Entries Into QuickBooks Desktop Administrative Portal > Integrations > QuickBooks > QuickBooks Desktop > Importing Time Entries Into QuickBooks Desktop | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| One-Time Setup Instructions Administrative Portal > Integrations > WhenToWork > One-Time Setup Instructions | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
Manual section
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Use this page as a section landing page or high-level orientation page.
- Keep it brief and route readers to the appropriate child topics.
- Only include screenshots when the section itself has a meaningful customer-facing screen.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Overview Overview | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Employee Instructions Employee Instructions | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Administrative Portal Administrative Portal | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Two-way Voice Communication System Two-way Voice Communication System | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Two-way Text Communication System Two-way Text Communication System | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Frequently Asked Questions Frequently Asked Questions | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Password Reset Password Reset | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Getting Support Getting Support | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| SMS Privacy Policy SMS Privacy Policy | Modern | Jul 17, 2026 | Modernized This topic has an approved modern override. | Open review |
Category
Reference page
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Keep the page concise and answer-focused.
- Use screenshots only when they clarify a visible customer-facing control or state.
- Prefer stable business-language guidance over implementation detail.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Viewing Bulletin Board Employee Instructions > Clock In By App > Viewing Bulletin Board | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Viewing Hours Worked Employee Instructions > Clock In By App > Viewing Hours Worked | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Clock In By Phone Call Employee Instructions > Clock In By Phone Call | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Clock In By Timeclock Station Employee Instructions > Clock In By Timeclock Station | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Profile Updates Administrative Portal > People > Employees > Profile Updates | Manula | Legacy import | Needs screenshots Current authenticated screenshots are required before approval: banner launch point, pending cards, selected-card state, individual controls, and bulk confirmation dialog. | Open review |
| Onboarding Updates Administrative Portal > People > Employees > Onboarding Updates | Manula | Legacy import | Needs screenshots Current authenticated screenshots are required before approval: banner launch point, help-expanded list, pending cards, response log dialog, and response edit form. | Open review |
| Merging Two Employee Records Administrative Portal > People > Employees > Merging Two Employee Records | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Transferring Phone Numbers Administrative Portal > People > Employees > Transferring Phone Numbers | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Linking Files To Employee Records Administrative Portal > People > Employees > Linking Files To Employee Records | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Job Sites Administrative Portal > Work > Job Sites | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| On-Site Station Setup Administrative Portal > Work > Stations > On-Site Station Setup | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Multi-Day Jobs Administrative Portal > Scheduling > Job Schedules > Editing Schedules > Multi-Day Jobs | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Time Off Administrative Portal > Scheduling > Time Off | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Click -to-Call From Time Entry Administrative Portal > Operations > Time Entries > Click -to-Call From Time Entry | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Viewing Tickets Administrative Portal > Operations > Trouble Tickets > Viewing Tickets | Manula | Legacy import | Needs review Expanded Viewing Tickets into a practical triage guide with current Trouble Tickets visuals, queue count interpretation, filters/search guidance, row reading guidance, edit dialog follow-up, Action Point details, on-site request outcomes, and closeout checks. | Open review |
| Comm Log Administrative Portal > Operations > Comm Log | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Invoices Administrative Portal > Invoicing > Invoices | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Payments Administrative Portal > Invoicing > Payments | Modern | Aug 12, 2026 | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Change Password Administrative Portal > Admin > Change Password | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Bill/Pay Rates Hierarchy Administrative Portal > Admin > Bill / Pay Rates > Bill/Pay Rates Hierarchy | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
| Audit Log Administrative Portal > Admin > Audit Log | Manula | Legacy import | No open issue No active daily-scan issue is currently queued for this topic. | Open review |
Category
New topic candidate
View rules
- Use hosted Playwright/browser capture for product screenshots; do not use the user's Mac desktop, Safari session, or Computer Use unless explicitly requested.
- Use real current product screenshots. Composite screenshots may combine multiple real captures only to show states or conditional fields of the same page, panel, or form; never splice separate forms, dialogs, or workflows into one fake screenshot.
- Confirm the feature or workflow is customer-facing before publishing.
- Place the page in the correct TOC location and category before review.
- Follow the same screenshot and copy rules as the final category it will belong to.
| Topic | Source | Last updated | Daily scan | Review |
|---|---|---|---|---|
| Holidays Administrative Portal > Admin > Settings > Holidays | Modern | Jul 5, 2026 | Needs review Refreshed the Holidays draft for TTS-3700 with full customer-facing Configure Holidays guidance, current screenshots, default-profile setup, customer override precedence, actual-date behavior, reporting impact, and holiday-hours invoicing behavior. | Open review |
| User Timecard User Timecard | New proposal | Jun 15, 2026 | Scan running A refresh worker is currently checking this page. | Open review |
| On-Site Worker Requests Administrative Portal > Work > Action Points > On-Site Worker Requests | New proposal | Jun 23, 2026 | Needs review Expanded On-Site Worker Requests into a full workflow guide covering when to use the feature, setup requirements, worker type/job/PIN behavior, requester expectations, no-worker and no-response handling, admin follow-up, security/privacy, and testing. | Open review |
| SMS Terms and Conditions SMS Privacy Policy > SMS Terms and Conditions | Modern | Jul 17, 2026 | Modernized This topic has an approved modern override. | Open review |
| SMS Opt-In Instructions Administrative Portal > Admin > Settings > Employee Application > SMS Opt-In Instructions | Modern | Jul 17, 2026 | Modernized This topic has an approved modern override. | Open review |