SYSTEM CONFIGURATION
What this section is
System Configuration contains core setup pages that control workspace-level defaults, templates, and notification behavior.
Who uses this section
- Admin users
- Supervisors with configuration access
- Operations staff managing system standards
When to use this section
- During initial workspace setup
- When operational templates need updates
- When notification behavior needs adjustment
- During periodic system reviews
What this section is for
Use this section to keep your workspace configuration consistent so day-to-day workflows run with the correct settings.
Pages in this section
- Checklist Templates: Build and maintain reusable checklist structures.
- Notification Manager: Configure and review notification behavior.
- Workspace Settings: Manage core workspace configuration values.
How these pages work together
- Configure workspace defaults in Workspace Settings.
- Build standard process checklists in Checklist Templates.
- Tune alerts and delivery behavior in Notification Manager.
- Review all settings regularly to keep workflows aligned.
Connections
System Configuration connects directly to:
- Site operations and checklist workflows
- Approval and reminder notifications
- Workforce and compliance process consistency
- Reporting quality and governance controls
Common mistakes
- Changing settings without checking downstream impact
- Leaving old checklist templates active
- Not reviewing notification rules after process changes
Quick tips
- Apply config changes in a controlled way.
- Keep templates simple and standardised.
- Re-check notifications after major workflow updates.