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LIVE Phase 4
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📊

Task Analytics

Completion trends by staff and division, daily/weekly/monthly charts, and performance benchmarking against targets.

Phase 4B — Process
📋

SOPs & Processes

SOP registry with version control, review schedules, owner assignments, and compliance tracking across all departments.

Phase 4B — Process
🏛

Org Chart

Interactive organisational structure showing reporting lines, divisions, and team composition across JPW.

Phase 4A — People
✅

Onboarding Tracker

Checklist-driven new hire progress tracking with task assignments, document collection, and training milestones.

Phase 4A — People
⚙

Automations Registry

Make.com scenario inventory, Claude skills catalogue, migration status tracker, and execution health monitoring.

Phase 4C — Technology
💻

IT Assets Register

Hardware inventory, device assignments, warranty tracking, and equipment lifecycle management.

Phase 4C — Technology
🔧

Tools & Licenses

SaaS subscription tracking, license utilisation, cost management, and renewal calendar.

Phase 4C — Technology
📌

Noticeboard

Company-wide announcements, pinned updates, policy changes, and team communications in a single feed.

Phase 4D — Engagement
⭐

Recognition Wall

Peer-to-peer shoutouts, kudos tracking, and team celebration of quality work and collaboration.

Phase 4D — Engagement
💬

Surveys

Team satisfaction surveys, feature priority polls, and anonymous feedback collection with results tracking.

Phase 4D — Engagement
Last updated: —
Total AUM
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Active Portfolios
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Total Holdings
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Cash (AUD)
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YTD Dividends
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Franking Credits
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Top 10 Holdings
SymbolMarketValuePortfolios
Top 10 Portfolios
PortfolioAdviserAUM
APL Governance Posture
Currency Split
CurrencyValue%
Market Split
MarketValue%
Holdings (—)
PortfolioSymbolMarketCurrencyQuantityValue
Total Trades
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Buys
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Sells
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Brokerage
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Total Dividends
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Gross Dividends
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Franking
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Recent Trades (first 50)
DateTypePortfolioSymbolQtyPrice
Recent Dividends (first 50)
PaidPortfolioSymbolGrossFranking
APL Register (— of —)
SymbolMarketTypeStatus NotesLast ReviewedSet ByActions
📌

Incident Desk

ITSM ticket submission. API live; frontend in build.

Phase 6 — In Build
📌

Change Board

CAB pipeline read-only view. Project Sentinel module 2.

Phase 6 — In Build
📌

Tech Requests

Technology request submission. Project Sentinel module 3.

Phase 6 — In Build
📌

Access Manager

Staff x module visibility grid. Admin only.

Phase 6 — In Build
📌

Taxonomy Manager

ITSM taxonomy CRUD. Admin only.

Phase 6 — In Build
📌

Audit Log

System-wide change history. Admin only.

Phase 6 — In Build