Training Hub

Agent and Dashboard Training Hub

Use this page as the single starting point for employee training, project dashboard access, quick-reference materials, and manager sign-off. It bundles the SOP, employee handout, cheat sheet, sign-off form, and the current Site 2726 dashboard set.

Audience
Employees, coordinators, field leads, managers

Primary use
Training, onboarding, daily reference

Project example
Site 2726 Reynoldsburg, OH

Hub file
agent-dashboard-training-hub.html

Recommended training order

Read the full SOP.
Review the branded training handout.
Use the one-page quick-start cheat sheet for daily work.
Open the correct dashboard for your role.
Practice one real task with the agent, such as a daily update or port request.
Complete the manager sign-off form.

Which dashboard should I use?

Standard dashboard: balanced project view for most users
Executive dashboard: leadership view for health, risks, and decisions
Field-ops dashboard: nightly operations, checklist, photos, APs, and escalation
Portfolio dashboard: multi-project view across all project folders

Employee training materials

Full SOP Master procedure for using the agent, dashboards, tracker workbook, and draft emails. Branded training handout Cleaner employee-facing training document for onboarding and review. Quick-start cheat sheet One-page daily reference for prompts, workflow, and do/don't rules. Manager sign-off form Training verification and competency sign-off checklist.

Dashboards and project tools

Site 2726 standard dashboard Priorities, deadlines, risks, AP tracking, drafts, and file links. Site 2726 executive dashboard Leadership summary for health, decision points, and escalations. Site 2726 field-ops dashboard Nightly checklist, shot list, AP validation, and field escalation guidance. Project portfolio dashboard Auto-generated cross-project dashboard based on project folders. Site 2726 tracker workbook Excel workbook for daily updates, inventory, port requests, risks, and AP tracking. Site 2726 project brief Source-of-truth summary of dates, contacts, scope, and recurring obligations.

Manager notes

Use the handout for onboarding sessions.
Use the quick-start sheet for desk reference or printout.
Use the sign-off form to verify that employees can actually perform the workflow.
Point field staff to the field-ops dashboard, not the executive dashboard, for shift work.
Remind staff that external email still requires approval unless explicitly authorized.