Module,Procedure,Open,Role,Completion evidence,User guide,Demonstration
Kernel Core,Register an organization without duplicating its identity,Core → Party directory → Onboard organization,Party steward,Show the saved organization reference and its associated contact/address records. Explain that no IAM assignment or tenant activation was created.,user-guides/index.html#core-manual/operate-organization,demo-walkthroughs/index.html#core-demo/demonstrate-organization
Kernel Core,Register a person and maintain structured names,Core → Party directory → Onboard person; People; Person names,Party steward,"Show two distinct party references, the structured person name and the absence of any automatic account grant.",user-guides/index.html#core-manual/operate-person,demo-walkthroughs/index.html#core-demo/demonstrate-person
Kernel Core,Add contacts and addresses to the correct party,Core → Add contacts or address; Contact assignments; Address assignments,Party steward,"Show destination, assignment, owning party and purpose as separate but linked facts.",user-guides/index.html#core-manual/operate-contacts,demo-walkthroughs/index.html#core-demo/demonstrate-contacts
Kernel Core,Build an organization hierarchy and classification,Core → Relationship catalogs; Define relationship type; Link organizations; Organization hierarchy; Classification workspace,Relationship steward,"Show the hierarchy direction, the classification and their independent references.",user-guides/index.html#core-manual/operate-relationships,demo-walkthroughs/index.html#core-demo/demonstrate-relationships
Kernel Core,Maintain geography and associate an address,Core → Define geography level; Define place; Place hierarchy; Address geography workspace,Geography steward,"Show the place path and address association, not just a matching typed locality.",user-guides/index.html#core-manual/operate-geography,demo-walkthroughs/index.html#core-demo/demonstrate-geography
Kernel Core,Maintain reference masters with their business meaning,Core → Reference Masters → selected master,Reference steward,"Show the correct master family, saved state and a consumer lookup containing the eligible value.",user-guides/index.html#core-manual/operate-reference,demo-walkthroughs/index.html#core-demo/demonstrate-reference
Kernel Core,Define and publish state transitions and reason policy,Core → State Model Designer; Reason Policy Designer; Model publications,Model author and independent reviewer,Show one allowed and one rejected evaluation plus the immutable published reference.,user-guides/index.html#core-manual/operate-state-model,demo-walkthroughs/index.html#core-demo/demonstrate-state-model
Tenant Engine,"Create, save and review a tenant onboarding request",Tenant Engine → Tenant onboarding; Onboarding requests; Tenant registration review,Onboarding maker and reviewer,"Show draft resumption, independent decision and the case reference.",user-guides/index.html#tenant-manual/operate-intake,demo-walkthroughs/index.html#tenant-demo/demonstrate-intake
Tenant Engine,Provision runtime identity and bind the organization,Tenant Engine → Tenant runtime provisioning; Tenant runtime registry; Tenant organization binding,Authorized provisioning and binding owner,"Show request ID, case ID, tenant ID and organization ID with their separate meanings.",user-guides/index.html#tenant-manual/operate-provision,demo-walkthroughs/index.html#tenant-demo/demonstrate-provision
Tenant Engine,Capture and independently review business identity evidence,Tenant Engine → Capture identity evidence; Identity evidence review; Check business identity,Evidence maker and independent reviewer,"Show evidence scope, review outcome, validity and the resulting identity check.",user-guides/index.html#tenant-manual/operate-identity,demo-walkthroughs/index.html#tenant-demo/demonstrate-identity
Tenant Engine,Publish typed tenant settings and restore a version,Tenant Engine → Tenant configuration review; Tenant configuration versions; Effective tenant configuration,Configuration maker and reviewer,"Show draft/current separation, decision, publication and effective readback.",user-guides/index.html#tenant-manual/operate-configuration,demo-walkthroughs/index.html#tenant-demo/demonstrate-configuration
Tenant Engine,Review a plan and bind a tenant subscription,Tenant Engine → Commercial proposal review; Commercial subscriptions; Check commercial subscription,"Commercial maker, reviewer and owner","Show the plan version, separate tenant subscription and successful or deliberately blocked owner check.",user-guides/index.html#tenant-manual/operate-commercial,demo-walkthroughs/index.html#tenant-demo/demonstrate-commercial
Tenant Engine,"Claim, verify, activate and revoke a tenant domain",Tenant Engine → Tenant domains → contextual domain actions,"Domain maker, reviewer and DNS owner","Show current challenge, verification, activation state and their separate references.",user-guides/index.html#tenant-manual/operate-domain,demo-walkthroughs/index.html#tenant-demo/demonstrate-domain
Tenant Engine,Resolve owner-step blockers and publish signed tenant truth,Tenant Engine → Onboarding owner steps; Tenant onboarding cases; Tenant truth publications,Accountable onboarding owner,"Show a blocker, its owner correction and the signed truth consumed by the next module.",user-guides/index.html#tenant-manual/operate-truth,demo-walkthroughs/index.html#tenant-demo/demonstrate-truth
Tenant Engine,"Maintain tenant relationships, branding, suspension and exit proposals",Tenant Engine → Tenant operations; Tenant relationships; Published tenant branding; Tenant change review,Tenant administrator and reviewer,"Show before/after, decision and the boundary between an accepted request and executed lifecycle change.",user-guides/index.html#tenant-manual/operate-lifecycle,demo-walkthroughs/index.html#tenant-demo/demonstrate-lifecycle
Tenant Control Plane,"Request, review and register an environment",Tenant Control Plane → Environment control,Environment maker and independent reviewer,"Show the request, approval and registered environment reference.",user-guides/index.html#tcp-manual/operate-environment,demo-walkthroughs/index.html#tcp-demo/demonstrate-environment
Tenant Control Plane,Plan deployment and inspect provision/recovery,Tenant Control Plane → Deployment and recovery,"Deployment maker, reviewer and operator","Show approved plan, exact target, execution result and any recovery lineage.",user-guides/index.html#tcp-manual/operate-deployment,demo-walkthroughs/index.html#tcp-demo/demonstrate-deployment
Tenant Control Plane,Promote and restore environment configuration,Tenant Control Plane → Environment configuration,Configuration maker and reviewer,"Show source snapshot, target adoption and restoration evidence.",user-guides/index.html#tcp-manual/operate-promotion,demo-walkthroughs/index.html#tcp-demo/demonstrate-promotion
Tenant Control Plane,Bind residency and support policy,Tenant Control Plane → Residency and support policies; Effective residency and support,Policy maker and reviewer,"Show the policy decision and effective binding, including its tenant scope.",user-guides/index.html#tcp-manual/operate-policy,demo-walkthroughs/index.html#tcp-demo/demonstrate-policy
Tenant Control Plane,"Grant, expire and revoke module entitlement",Tenant Control Plane → Entitlement approvals; Current module grants,Entitlement maker and reviewer,Show the exact module grant and an authorized user journey; explain why a tenant grant is not a user role.,user-guides/index.html#tcp-manual/operate-entitlement,demo-walkthroughs/index.html#tcp-demo/demonstrate-entitlement
Tenant Control Plane,Activate or restore a tenant using current readiness,Tenant Control Plane → Activation and restoration,"Lifecycle maker, reviewer and executor","Show readiness, proposal decision, execution receipt and effective tenant state.",user-guides/index.html#tcp-manual/operate-activation,demo-walkthroughs/index.html#tcp-demo/demonstrate-activation
Tenant Control Plane,Close a tenant exit with evidence retained,Tenant Control Plane → Governed exit closure,Authorized exit maker and reviewer,"Show the accepted exit request, closure authority and preserved history.",user-guides/index.html#tcp-manual/operate-exit,demo-walkthroughs/index.html#tcp-demo/demonstrate-exit
Axis,Open the owning screen and inspect its controls,System Access → Experience Administration → Screens,Screen reader or author,"Show one owning screen, its details and its child controls through refresh and Back.",user-guides/index.html#axis-manual/operate-find-owner,demo-walkthroughs/index.html#axis-demo/demonstrate-find-owner
Axis,Maintain the screen title and header help,Screens → selected screen → Screen details,Screen author and eligible reviewer,"Show current/pending comparison, decision and the actual rendered tooltip.",user-guides/index.html#axis-manual/operate-screen-help,demo-walkthroughs/index.html#axis-demo/demonstrate-screen-help
Axis,"Edit a control label, help and display format in context",Screens → selected screen → Fields / Controls → selected control,Control author and eligible reviewer,"Show the label in its owner workspace and rendered business context, plus one permission-restricted action.",user-guides/index.html#axis-manual/operate-control-label,demo-walkthroughs/index.html#axis-demo/demonstrate-control-label
Axis,Create a source-bound screen and explain every setup field,Screens → Create Screen → Screen Details,Screen author,"Show the saved source, layout and sidebar location and explain their separate meanings.",user-guides/index.html#axis-manual/operate-author,demo-walkthroughs/index.html#axis-demo/demonstrate-author
Axis,Add fields and map existing IAM permissions,Selected authored screen → Fields / Controls; IAM Access Mapping,Screen author and IAM administrator,"Show control/source binding, permission reference and the separate effective role grant.",user-guides/index.html#axis-manual/operate-bindings,demo-walkthroughs/index.html#axis-demo/demonstrate-bindings
Axis,"Preview, review, publish and revise without losing authority",Selected screen → Preview; Changes & Approvals; mapping context,"Author, responsible owner where required, independent reviewer","Show preview, on-record decision, effective rendering and a rejected/stale case.",user-guides/index.html#axis-manual/operate-publication,demo-walkthroughs/index.html#axis-demo/demonstrate-publication
TimeVault,Create a Country with an explicit effective period,Core Masters → Country → Create,Master maker and independent reviewer,"Show proposed period, independent decision and the distinction between approved and currently effective.",user-guides/index.html#timevault-manual/operate-country,demo-walkthroughs/index.html#timevault-demo/demonstrate-country
TimeVault,Create a State within an eligible Country period,Core Masters → State → Create,Master maker and independent reviewer,"Show parent reference, child period and the approved State timeline.",user-guides/index.html#timevault-manual/operate-state,demo-walkthroughs/index.html#timevault-demo/demonstrate-state
TimeVault,Correct an existing version without changing its identity,Country or State → View record → Propose edit,Master maker,"Show fixed keys, pending/current separation and retained previous values.",user-guides/index.html#timevault-manual/operate-edit,demo-walkthroughs/index.html#timevault-demo/demonstrate-edit
TimeVault,Slice and Dice a bounded correction and inspect all periods,Country or State → row actions → Slice and Dice,Master maker and reviewer,Show all three effective-date results and the preserved original representation.,user-guides/index.html#timevault-manual/operate-slice,demo-walkthroughs/index.html#timevault-demo/demonstrate-slice
TimeVault,"Approve, reject and recover a saved workflow handoff",Country/State → selected record → Changes and review,Independent reviewer; maker for handoff recovery,"Show an approval, a rejection and the saved-request recovery path.",user-guides/index.html#timevault-manual/operate-review,demo-walkthroughs/index.html#timevault-demo/demonstrate-review
TimeVault,Use effective-on and recorded-as-of views correctly,Country/State → Date views; record → Preserved versions,Reader or auditor,Show the same identity under three business dates and two recorded-time views.,user-guides/index.html#timevault-manual/operate-history,demo-walkthroughs/index.html#timevault-demo/demonstrate-history
TimeVault,Inactivate or remove a version from use,Country/State → selected current period → More actions,Master maker and reviewer,Show default availability and retained history after a permitted withdrawal.,user-guides/index.html#timevault-manual/operate-withdraw,demo-walkthroughs/index.html#timevault-demo/demonstrate-withdraw
Regulix,Author a typed decision and test boundary inputs,Regulix → Rule Design; DMN Library; Rule Definitions,Rule author and independent reviewer,"Show a match, a boundary/no-match case, the selected hit policy and the published version.",user-guides/index.html#regulix-manual/operate-rule,demo-walkthroughs/index.html#regulix-demo/demonstrate-rule
Regulix,Build and govern a process with a human review task,Regulix → BPMN Design → Process Definitions,Process author and reviewer,"Show the complete path, task settings, validation outcome and exact definition version.",user-guides/index.html#regulix-manual/operate-bpmn,demo-walkthroughs/index.html#regulix-demo/demonstrate-bpmn
Regulix,Define a case with plan items and milestones,Regulix → CMMN Design → Case Definitions,Case author and reviewer,"Show plan item, milestone, conditions and the published case reference.",user-guides/index.html#regulix-manual/operate-cmmn,demo-walkthroughs/index.html#regulix-demo/demonstrate-cmmn
Regulix,Start one instance and interpret its runtime state,Regulix → Process Definitions / Case Definitions → Start; Instances / Case Instances,Authorized runtime starter,"Show definition ID, business key, native instance ID, current state and next work.",user-guides/index.html#regulix-manual/operate-start,demo-walkthroughs/index.html#regulix-demo/demonstrate-start
Regulix,"Claim, delegate and complete only assigned work",Regulix → Work Queue; Assignment Policies; Assignment Delegation; owning business record,"Assigned worker, eligible delegate or assignment administrator","Show task assignment, current decision and the resulting business record.",user-guides/index.html#regulix-manual/operate-work,demo-walkthroughs/index.html#regulix-demo/demonstrate-work
Regulix,Register an event and diagnose an instance waiting for it,Regulix → Event Registry; Event Types / Event Defs; instance runtime,Event/configuration owner and runtime operator,"Show the expected event contract, submitted correlation and observed timeline change.",user-guides/index.html#regulix-manual/operate-events,demo-walkthroughs/index.html#regulix-demo/demonstrate-events
Regulix,Configure SLA/calendar policy and inspect an incident,Regulix → SLA Library; SLA Policy Master; SLA Incident Policy; Incident Log,SLA author/reviewer and runtime operator,"Show policy/calendar binding, due-date test and an actual incident only when available.",user-guides/index.html#regulix-manual/operate-sla,demo-walkthroughs/index.html#regulix-demo/demonstrate-sla
Regulix,"Trace decisions, deployment and runtime recovery",Regulix → Audit; Decision Log; Deploy Event Log; Artifact Graph,Auditor or runtime operator,Show one definition-to-instance-to-decision trail and the first failed/recovered boundary.,user-guides/index.html#regulix-manual/operate-audit,demo-walkthroughs/index.html#regulix-demo/demonstrate-audit
Nexora,Author ordered lessons and completion requirements,Nexora → Content studio → Create course,Content author,"Show lesson order, required flags, completion rules and the saved learner preview.",user-guides/index.html#nexora-manual/operate-course,demo-walkthroughs/index.html#nexora-demo/demonstrate-course
Nexora,Build an assessment with automatic and written marking,Nexora → Content studio → Assessment,Assessment author,"Show question types, marking guide and scoring settings without exposing hidden answers in learner presentation.",user-guides/index.html#nexora-manual/operate-assessment,demo-walkthroughs/index.html#nexora-demo/demonstrate-assessment
Nexora,"Review, return and publish a specific content version",Nexora → Content reviews; Compliance reviews; Learning publication; selected asset,Independent reviewers and publisher,"Show return/correction, independent approval, publication and the learner-visible revision.",user-guides/index.html#nexora-manual/operate-publish,demo-walkthroughs/index.html#nexora-demo/demonstrate-publish
Nexora,"Assign training, paths and recurring campaigns",Nexora → Training assignments; Training campaigns; Learning paths,Training manager,"Show manager assignment, learner receipt, pinned version, due date and cycle.",user-guides/index.html#nexora-manual/operate-assign,demo-walkthroughs/index.html#nexora-demo/demonstrate-assign
Nexora,Complete learning and recover an interrupted attempt,Nexora → My learning → assigned course; Assessments,Learner,"Show saved progress after resumption, attempt state and final completion requirements.",user-guides/index.html#nexora-manual/operate-learn,demo-walkthroughs/index.html#nexora-demo/demonstrate-learn
Nexora,Grade written answers independently,Nexora → Written-answer review → selected attempt,Independent assessment reviewer,"Show written response, marking guide, bounded score, reviewer and finalized outcome.",user-guides/index.html#nexora-manual/operate-grade,demo-walkthroughs/index.html#nexora-demo/demonstrate-grade
Nexora,Author and run a branching simulation,Nexora → Content studio → Simulation; Simulations,"Simulation author, reviewer and learner","Show starting step, branch choice, feedback, score and terminal debrief.",user-guides/index.html#nexora-manual/operate-simulation,demo-walkthroughs/index.html#nexora-demo/demonstrate-simulation
Nexora,"Schedule sessions, manage attendance and discussion",Nexora → Live sessions; Discussions,"Training manager, instructor and learner","Show saved session, registration/waiting list, attendance and scoped discussion.",user-guides/index.html#nexora-manual/operate-sessions,demo-walkthroughs/index.html#nexora-demo/demonstrate-sessions
Nexora,"Trace policy change, readiness and credential evidence",Nexora → Policies & mappings; Competencies & readiness; Credential registry; Evidence & audit,Assurance manager and auditor,"Show policy impact, readiness basis, credential state and the activity trail.",user-guides/index.html#nexora-manual/operate-assurance,demo-walkthroughs/index.html#nexora-demo/demonstrate-assurance
Kernel Atlas,Sign in and select module and publication audience,Kernel Atlas → Sign In → selected module → Internal / External,Provisioned Atlas user,"Show selected module, role and the visible difference between internal and external content.",user-guides/index.html#atlas-manual/operate-workspace,demo-walkthroughs/index.html#atlas-demo/demonstrate-workspace
Kernel Atlas,Write a requirement with testable acceptance criteria,Atlas → Requirement Workbook → Create/Edit requirement,Editor,"Show the requirement’s narrative, acceptance criteria, source and stable reference.",user-guides/index.html#atlas-manual/operate-requirement,demo-walkthroughs/index.html#atlas-demo/demonstrate-requirement
Kernel Atlas,Use typed engineering registers instead of generic notes,Atlas → Engineering Registers; Capabilities; Functions & Rules,Editor or specialist knowledge author,Show one requirement → function → step/rule chain with the actual typed fields.,user-guides/index.html#atlas-manual/operate-engineering,demo-walkthroughs/index.html#atlas-demo/demonstrate-engineering
Kernel Atlas,"Connect requirements, capabilities and exact test evidence",Atlas → Traceability & RTM; Coverage & Evidence; selected record → Link Knowledge,Editor and assurance reviewer,Show design mapping separately from a test execution and its exact evidence.,user-guides/index.html#atlas-manual/operate-trace,demo-walkthroughs/index.html#atlas-demo/demonstrate-trace
Kernel Atlas,Reconcile a business question without overstating coverage,Atlas → BCQ Reconciliation,Business analyst and reviewer,"Show question, answer, disposition, links and a concrete unresolved next action.",user-guides/index.html#atlas-manual/operate-bcq,demo-walkthroughs/index.html#atlas-demo/demonstrate-bcq
Kernel Atlas,Build a readable document edition from governed sections,Atlas → Document View → document edition → New Section,Editor,"Show a complete chapter, its order and its links to structured knowledge.",user-guides/index.html#atlas-manual/operate-document,demo-walkthroughs/index.html#atlas-demo/demonstrate-document
Kernel Atlas,Review disclosure and publish an immutable client snapshot,Atlas → Governance & Reviews; Publications → Generate Document Snapshot,Editor and independent reviewer,"Show source approval, filtered external content, snapshot source hashes and separate snapshot approval.",user-guides/index.html#atlas-manual/operate-publication,demo-walkthroughs/index.html#atlas-demo/demonstrate-publication
Vista,Register a bounded source connection and discover fields,Vista → Sources & datasets → Connections → New connection,Connection maker and reviewer,"Show connection revision, private reference type, READY discovery and published contract.",user-guides/index.html#vista-manual/operate-connection,demo-walkthroughs/index.html#vista-demo/demonstrate-connection
Vista,Define the source and publish a selected dataset,Vista → Source Definitions; Datasets → New dataset,Data author and independent reviewer,Show connection → named source → dataset as three distinct controlled records.,user-guides/index.html#vista-manual/operate-source-dataset,demo-walkthroughs/index.html#vista-demo/demonstrate-source-dataset
Vista,"Model joins, calculations and filters without changing the grain silently","Dataset → Dataset structure → Model sources, joins and calculations",Dataset author and reviewer,"Show join kind, preview cardinality and one calculation with its expected values.",user-guides/index.html#vista-manual/operate-model,demo-walkthroughs/index.html#vista-demo/demonstrate-model
Vista,"Build a report with meaningful table, summary and chart blocks",Vista → Create Report → source/dataset selection → report details → Report Studio,Report author,"Show count 3, amount 2000, status breakdown and readable saved output.",user-guides/index.html#vista-manual/operate-report,demo-walkthroughs/index.html#vista-demo/demonstrate-report
Vista,Review a saved report and run its published version,"Report Catalog / Report Studio → selected report → review, publish and run","Independent reviewer, publisher and runner","Show latest versus published version, the independent decision and an actual run output.",user-guides/index.html#vista-manual/operate-publication,demo-walkthroughs/index.html#vista-demo/demonstrate-publication
Vista,Compose a dashboard and schedule controlled report/visual versions,Vista → Dashboards → composition; Scheduler → Job Definitions,Dashboard author/reviewer and Scheduler operator,"Show dashboard publication, pinned report tiles, job preview and the resulting producer references.",user-guides/index.html#vista-manual/operate-dashboard,demo-walkthroughs/index.html#vista-demo/demonstrate-dashboard
Pulse,Select sources and datasets before naming the template,Pulse → New email/letter → source/dataset selection → artifact details,Template author,"Show source, dataset, artifact details, primary key and saved related mapping.",user-guides/index.html#pulse-manual/operate-data,demo-walkthroughs/index.html#pulse-demo/demonstrate-data
Pulse,Author a responsive email with reusable and repeated content,Pulse → Email templates → selected draft → Email Studio,Email author,"Show resolved subject/body, multiple related rows and the empty-collection layout.",user-guides/index.html#pulse-manual/operate-email,demo-walkthroughs/index.html#pulse-demo/demonstrate-email
Pulse,Author and paginate a letter with stable repeated sections,Pulse → Letter templates → selected draft → Letter Studio,Letter author,"Show normal and multi-page output, the resolved record fields and related rows.",user-guides/index.html#pulse-manual/operate-letter,demo-walkthroughs/index.html#pulse-demo/demonstrate-letter
Pulse,"Review, publish and generate the exact template version","Pulse → selected template → governance, publish and generation actions","Author, required independent reviewers and output operator","Show version, review decisions, publication and the actual generated artifact.",user-guides/index.html#pulse-manual/operate-governance,demo-walkthroughs/index.html#pulse-demo/demonstrate-governance
Pulse,"Trace output, dispatch, notifications and Custodia handoff",Pulse → generated output; Delivery attempts; Operator inbox; Custodia Handoffs,Output/delivery operator and recipient,"Show output reference, dispatch status, Custodia document and current notification destination as separate facts.",user-guides/index.html#pulse-manual/operate-delivery,demo-walkthroughs/index.html#pulse-demo/demonstrate-delivery
Pulse,Schedule email and letter generation with explicit ownership,Scheduler → Job Definitions → matching Pulse operation,Scheduler maker/reviewer and execution owner,"Show the job’s pinned template, current record preview, run and Pulse output.",user-guides/index.html#pulse-manual/operate-schedule,demo-walkthroughs/index.html#pulse-demo/demonstrate-schedule
Enterprise Scheduler,Define and preview an operation with an accountable owner,Scheduler → Job Definitions → New job,Job maker and reviewer,"Show registered operation, owner, pinned content and non-executing preview.",user-guides/index.html#scheduler-manual/operate-job,demo-walkthroughs/index.html#scheduler-demo/demonstrate-job
Enterprise Scheduler,Run once and reconcile the producer result,Scheduler → selected published job → Run; Runs → selected run,Authorized runner and execution owner,"Show admission, run, attempt and actual producer output.",user-guides/index.html#scheduler-manual/operate-run,demo-walkthroughs/index.html#scheduler-demo/demonstrate-run
Enterprise Scheduler,Create a calendar-aware one-time or recurring schedule,Scheduler → Schedules → New schedule; Business calendars,Schedule maker and independent reviewer,"Show local/UTC preview, calendar effect, policy and one admitted occurrence.",user-guides/index.html#scheduler-manual/operate-schedule,demo-walkthroughs/index.html#scheduler-demo/demonstrate-schedule
Enterprise Scheduler,"Choose retry, rerun, cancel, pause or retire correctly","Scheduler → selected job, schedule or run → eligible actions",Authorized operator,"Show the difference between original-run retry, linked rerun and paused future admission.",user-guides/index.html#scheduler-manual/operate-recovery,demo-walkthroughs/index.html#scheduler-demo/demonstrate-recovery
Enterprise Scheduler,Govern queue capacity and inspect worker leases,Scheduler → Queues; Workers; selected queue policy,Queue-policy maker/reviewer and runtime operator,"Show queue policy impact, worker heartbeat and a claimed run.",user-guides/index.html#scheduler-manual/operate-queues,demo-walkthroughs/index.html#scheduler-demo/demonstrate-queues
Enterprise Scheduler,Preview and admit only missing historical occurrences,Scheduler → Backfills → New plan,"Backfill maker, independent reviewer and operator",Show at least one existing occurrence preserved and one actual missing occurrence admitted when prepared.,user-guides/index.html#scheduler-manual/operate-backfill,demo-walkthroughs/index.html#scheduler-demo/demonstrate-backfill
Enterprise Scheduler,Run dependencies and resume from successful checkpoints,Scheduler → Batches → definition and selected execution,Batch maker/reviewer and operator,"Show dependency graph, checkpoint, bounded pause/resume and retained successful work.",user-guides/index.html#scheduler-manual/operate-batch,demo-walkthroughs/index.html#scheduler-demo/demonstrate-batch
Enterprise Scheduler,Verify the complete automation trail,Scheduler → selected run → Audit / verification,Auditor or operator,Show definition → timing/admission → run/attempt → producer → recovery/audit lineage.,user-guides/index.html#scheduler-manual/operate-audit,demo-walkthroughs/index.html#scheduler-demo/demonstrate-audit
Custodia,"Configure the content type, metadata and capture template",Custodia → Document classes/content types; metadata schema; entry templates,Document administrator and required reviewer,"Show type policy, typed required fields and the capture form generated from that schema.",user-guides/index.html#custodia-manual/operate-schema,demo-walkthroughs/index.html#custodia-demo/demonstrate-schema
Custodia,Upload and resolve the document’s processing stages,Custodia → Document library → Upload → selected document → Processing,Contributor and processing operator,Show per-file upload result and the first unresolved/resolved processing stage.,user-guides/index.html#custodia-manual/operate-capture,demo-walkthroughs/index.html#custodia-demo/demonstrate-capture
Custodia,"Control checkout, check-in and exact-version review",Custodia → selected document → version and review actions,Contributor and independent reviewer,"Show checkout owner, new version, exact-version decision and preserved prior history.",user-guides/index.html#custodia-manual/operate-versions,demo-walkthroughs/index.html#custodia-demo/demonstrate-versions
Custodia,Review bounded sharing and exact-version redaction,Custodia → selected document → sharing / page viewer / redaction,"Owner, independent reviewer and named recipient","Show exact version, bounded recipient grant, independent redaction decision and rendered mask.",user-guides/index.html#custodia-manual/operate-share-redact,demo-walkthroughs/index.html#custodia-demo/demonstrate-share-redact
Custodia,Inspect retention and legal holds before disposition,Custodia → selected document → Retention / legal hold; Disposition readiness,Records owner and independent reviewer,Show a hold/retention blocker and disposition readiness; execute destruction only in the separately authorized disposable rehearsal.,user-guides/index.html#custodia-manual/operate-retention,demo-walkthroughs/index.html#custodia-demo/demonstrate-retention
Custodia,Generate an approved export and track archive retrieval,Custodia → Governed exports; Export reviews; archive transfer/retrieval,Export/records operator and independent reviewer,"Show reviewed manifest, generated checksum, release state and any separate archive receipt.",user-guides/index.html#custodia-manual/operate-export-archive,demo-walkthroughs/index.html#custodia-demo/demonstrate-export-archive
MEDES,Find the current member and open one exchange case,MEDES → member context / exchange cases,Case operator,Show member and case references as distinct identities with no automatic eligibility decision.,user-guides/index.html#medes-manual/operate-case,demo-walkthroughs/index.html#medes-demo/demonstrate-case
MEDES,"Triage, split and index a PDF packet",MEDES → Documents → Document Intake Queue,Intake operator,"Show original packet, exact ranges, child identities and indexed case context.",user-guides/index.html#medes-manual/operate-intake,demo-walkthroughs/index.html#medes-demo/demonstrate-intake
MEDES,"Request, submit and accept recipient-bound evidence",MEDES → Secure Upload Workspace,Receiving operator and named authorized recipient,"Show recipient-bound access, upload versus submission, acceptance and intake handoff.",user-guides/index.html#medes-manual/operate-secure-upload,demo-walkthroughs/index.html#medes-demo/demonstrate-secure-upload
MEDES,Review evidence and complete assigned case/eligibility work,MEDES → selected document review; Case work → Work Queue,Independent document reviewer and eligible assigned case/eligibility worker,"Show evidence review, task ownership and the separately attributable eligibility decision.",user-guides/index.html#medes-manual/operate-review,demo-walkthroughs/index.html#medes-demo/demonstrate-review
MEDES,Prepare a complete packet before external delivery,MEDES → case correspondence → templates / fax covers / letter preparation,Communications operator and required reviewer,"Show case/template references, full packet, independent review and archive readiness.",user-guides/index.html#medes-manual/operate-correspondence,demo-walkthroughs/index.html#medes-demo/demonstrate-correspondence
MEDES,"Dispatch once, reconcile status and record follow-up",MEDES → approved packet → Delivery history; correspondence reply / customer follow-up,Communications operator and support worker,"Show the real delivery state, provider reference, same-request recovery and linked follow-up.",user-guides/index.html#medes-manual/operate-delivery,demo-walkthroughs/index.html#medes-demo/demonstrate-delivery