Standard Operating Procedures: Administrators

Role: ADMIN / SUPER_ADMIN
Purpose: To maintain system integrity, manage user access, and ensure technical compliance.

Daily Checklist

1. System Health: Check the Dashboard server status indicators.
2. Security Alerts: Review any failed login attempts or unusual IP activity.
3. User Requests: Process account creations or password resets.

Core Workflows

1. Onboarding New Users

1. Receive approved request from HR/Command.
2. Go to Admin > User Management.
3. Create User:
   • Enter official email.
   • Assign correct Role (Start with least privilege).
   • Set Org Unit.
4. Notify: Send the temporary credentials via a secure channel (not plain email).

2. Offboarding (Deactivation)

When a staff member leaves or is suspended: 1. Immediately go to User Management. 2. Find the user and toggle status to Inactive. * Do not delete the user account; this preserves the audit trail. 3. Invalidate active sessions if necessary.

3. Audit & Compliance

1. Weekly Review: Scan Audit Logs for "Delete" actions or bulk data exports.
2. Configuration: Update Lookup Values (e.g., new Case Types) as requested by policy updates.

Critical Compliance

Power User Protocols

• Do not browse live case data unless required for a technical fix.
• Never share Admin credentials.
• All Admin actions are logged and subject to intense scrutiny.