Administrator operating checklist
Weekly
Review failed connector synchronizations, workflow failures, pending approvals, high-impact agent activity and support cases.
Monthly
Review members, roles, invitations, active credentials, source ownership, knowledge quality signals, usage and cost trends.
Quarterly
Review organisation and tenant configuration, access to sensitive projects, quality contracts, evaluation outcomes, vendor access, retention rules and recovery procedures.
Record owners and actions for each review. Adjust policy only after evaluating the impact on the intended workflow.