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Daily Workflow

Open the dashboard. Hit the Action Queue. Five minutes later, you should know exactly what's blocked, what's stale, and what's clean.

Five minutes daily beats thirty minutes Friday

On a busy week, a quick morning pass clears the most blocking work first. Letting the queue accumulate makes the next pass longer.

The five steps​

  1. Sign in. You'll land on All Jobs by default. Click Action Queue in the left sidebar — second item from the top. The full sign-in walkthrough is in Signing In.

  2. Glance at the four summary cards. If Oldest Item reads "URGENT" in red, you have something 14 days or older — that drives the rest of the morning. If Total $ Pending reads "Critical" (over $100K), you're carrying significant unconfirmed cost. The full threshold legend is in Aging and Priority.

  3. Clear what you can on Pending My Action. Start at the top — the topmost job has your oldest pending item. For each row:

    • Click the ticket thumbnail to read the receipt.
    • If you can confirm from what you see, click the row to navigate to that job, find the PO in PO Detail, and confirm in Purchase Ordering.
    • If you can't confirm — note why (missing info? wrong vendor? unclear scope?) and move on. Chase the answer or escalate later.

    Detail on the row anatomy is in Pending My Action; the confirmation action itself is in Confirming a PO.

  4. Switch to Missing Cost Codes. This tab sorts newest-first because fresh labor entries are easiest to attribute. Scan the top of the list — anything from the last week that you remember? Note the order ID and the worker, and follow your org's process to get the cost code added. See Missing Cost Codes.

  5. Drill into anything aging poorly. Back on the Pending tab, look at the age distribution chart. If the dark-red bar (greater than 30 days) is meaningfully tall, click into one of those items via its job and find out why it's stuck — missing ticket image? wrong vendor on the PO? something a change order would resolve? See Aging and Priority and the PO Detail Tab.

The routine at a glance​

🔍 Click diagram to expand
The diagram is a suggestion, not a wizard

The decision diamonds aren't enforced gates. Reorder steps if your day calls for it — for example, if you have the most context on a Missing Cost Codes entry today, start there. The dashboard doesn't enforce any sequence.

What success looks like​

You're done when you've made a deliberate decision on every red item — confirm it or note-and-escalate — scanned the top of Missing Cost Codes for anything fresh, and looked at the chart for trend signals. Nothing magic happens. The queue is just in a known state, and you can close the page.

What NOT to do during this routine​

A few anti-patterns to avoid:

  • Don't refresh repeatedly waiting for a confirmed PO to disappear. The data is on a four-hour cycle. If you confirmed something 30 minutes ago and it's still on the page, that's expected. See Data Refresh Rates.
  • Don't try to view someone else's queue. The PM chip at the top is a label, not a real filter. The page always scopes to your user ID. If a teammate is out and you need to cover their queue, that's a coordination problem — there's no impersonation or admin override on this page. See Action Queue Overview for the chip behavior.
  • Don't expect a row click to confirm a PO inline. The confirmation happens in Purchase Ordering. JCI is read-only for PO state — clicking a row navigates to the job's read-only detail page.
  • Don't ignore Missing Cost Codes because it's "just labor." Uncoded labor distorts every cost-code variance report downstream. Fixing it pays off in Analytics later.
Don't refresh waiting for a confirmation to land

The data refresh runs on a four-hour cycle. Refreshing more often won't change what you see.

The PM chip is a self-only label

You can't view another PM's queue from this page. The chip exists for visual parity with other pages' filter bars; the backend always scopes to your account.

Frequency​

Daily during a busy week. Twice a week minimum. Less often than that and the queue starts to accumulate items aged 14 days and older, which makes the morning routine longer each subsequent visit.

A small, regular pass beats a big, occasional one — especially for the Missing Cost Codes tab, where freshness is the whole point.