# GOVIX UAE Typing Center ERP — Complete User Guide

Version: August 2026  
Application: GOVIX UAE Typing Center ERP  
Local address: `http://localhost/typingcenter/public`

> This guide describes the functions implemented in the current application. What a user sees depends on their role, permissions, branch access, tenant subscription, and any explicit user-level permission overrides.

## Contents

1. [Getting started](#1-getting-started)
2. [Demo accounts](#2-demo-accounts)
3. [Navigation and common controls](#3-navigation-and-common-controls)
4. [Roles and responsibilities](#4-roles-and-responsibilities)
5. [Standard UAE typing-center workflow](#5-standard-uae-typing-center-workflow)
6. [Receptionist and front-desk guide](#6-receptionist-and-front-desk-guide)
7. [Typist guide](#7-typist-guide)
8. [Processing supervisor guide](#8-processing-supervisor-guide)
9. [PRO guide](#9-pro-guide)
10. [Cashier and billing guide](#10-cashier-and-billing-guide)
11. [Accounting and refund guide](#11-accounting-and-refund-guide)
12. [Renewal management](#12-renewal-management)
13. [Customer 360 and document vault](#13-customer-360-and-document-vault)
14. [Corporate customers and bulk applications](#14-corporate-customers-and-bulk-applications)
15. [Queue and appointments](#15-queue-and-appointments)
16. [Tasks and approvals](#16-tasks-and-approvals)
17. [CRM and communication center](#17-crm-and-communication-center)
18. [Reports, HR, and audit](#18-reports-hr-and-audit)
19. [Tenant administration](#19-tenant-administration)
20. [Service configuration](#20-service-configuration)
21. [Super-admin platform panel](#21-super-admin-platform-panel)
22. [Landing-page CMS](#22-landing-page-cms)
23. [Security and data-handling rules](#23-security-and-data-handling-rules)
24. [Troubleshooting](#24-troubleshooting)
25. [Daily operating checklists](#25-daily-operating-checklists)
26. [Direct page directory](#26-direct-page-directory)

## 1. Getting started

### Sign in

1. Open `http://localhost/typingcenter/public/login`.
2. Enter the email address or username assigned by the administrator.
3. Enter the password.
4. Select **Sign In**.
5. The ERP automatically opens the correct dashboard for the user's role.

The **Login with OTP** interface is present, but an SMS/WhatsApp OTP provider must be configured before it can be used in production.

### First login

After signing in:

1. Confirm the company and branch shown in the header.
2. Open **My Profile & Security** from the user menu.
3. Change any temporary or shared demonstration password.
4. Confirm your name, mobile number, language, and time zone.
5. Check that the sidebar contains the modules needed for your role.

### Sign out

Open the user menu in the upper-right corner and select **Sign Out**. Always sign out from shared counter computers.

## 2. Demo accounts

The sample database includes the following local demonstration accounts. All use the password `Password123!`.

| Role | Email | Username | Default workspace |
|---|---|---|---|
| Platform Super Admin | `admin@platform.com` | `superadmin` | Platform dashboard |
| Tenant Owner | `owner@almadina.ae` | `owner` | Executive dashboard |
| Branch Manager | `manager@almadina.ae` | `manager` | Branch operations |
| Receptionist | `reception@almadina.ae` | `receptionist` | Front desk |
| Typist | `typist@almadina.ae` | `typist` | Typist Command Center |
| Processing Supervisor | `supervisor@almadina.ae` | `supervisor` | Processing panel |
| PRO | `pro@almadina.ae` | `pro` | PRO Operations |
| Cashier | `cashier@almadina.ae` | `cashier` | Cashier/POS |
| Accountant | `accountant@almadina.ae` | `accountant` | Accounting |
| HR Manager | `hr@almadina.ae` | `hrmanager` | HR panel |
| Renewal Executive | `renewals@almadina.ae` | `renewals` | Renewal Center |

> These are development-only credentials. Never use the sample password in a live deployment.

## 3. Navigation and common controls

### Header

The header provides:

- Global search for customers, identities, applications, invoices, and renewals.
- Active date and branch context.
- Branch selector for users allowed to work in multiple branches.
- Quick-create actions such as New Application, Add Customer, Appointment, and Task.
- English/Arabic language switcher.
- User profile, security settings, and sign-out.

### Sidebar

The sidebar is permission-aware. A missing module usually means the role lacks the corresponding permission or the tenant subscription does not include the feature.

Use the collapse button to switch between the full floating sidebar and compact icon mode.

### Branch context

Before creating or editing a record, verify the active branch. Branch context affects queues, counters, assignments, users, payments, reports, and operational visibility.

### Search and filters

Most lists support some combination of:

- Customer name, mobile, Emirates ID, passport, reference, or document number.
- Status, priority, stage, branch, service, attendant, typist, expiry window, or owner.
- Reset/clear filter action.
- Pagination at the bottom of the result list.

## 4. Roles and responsibilities

| Role | Primary responsibility | Typical access |
|---|---|---|
| Owner / Company Admin | Full tenant control | All tenant modules, users, roles, settings, finance, audit |
| General / Branch Manager | Operational control | Dashboards, staff work, reports, tasks, approvals |
| Receptionist | Customer intake | Customers, queue, appointments, applications, document collection |
| Typist | Application typing and corrections | Work queue, application processing, documents, renewals, personal tasks |
| Processing Supervisor | Quality and exception control | Review, assignment, approval, rejection, workflow oversight |
| PRO | Government submission and custody | PRO jobs, original documents, portal submissions, authority responses |
| Cashier | Counter payment collection | POS, invoices, payments, receipts, cash session |
| Accountant | Financial control | Invoices, journals, payments, reports, refunds and approvals |
| HR | Employee administration | Employees and compliance/expiry records |
| Renewal Executive | Expiry-to-renewal conversion | Renewal pipeline, reminders, follow-up, customers and tasks |
| Customer Service | Notifications and delivery | Customers, queue, appointments, communication and tasks |
| Document Controller | Secure document management | Vault, upload/download, PRO custody and tasks |
| Auditor | Read-only compliance review | Audit logs, reports, invoices and payments |
| Platform Super Admin | SaaS platform control | Tenants, plans, subscriptions, billing, support, security and landing CMS |

Owners can customize roles and individual permission overrides. An explicit user denial takes priority over a role permission.

## 5. Standard UAE typing-center workflow

Every configured service can use the standard controlled lifecycle below.

| Stage | Responsible role | Required action |
|---|---|---|
| 1. Customer Intake | Receptionist | Confirm customer, applicant, branch, service, and priority |
| 2. Document Collection & Verification | Receptionist | Collect and verify mandatory applicant/sponsor/company documents |
| 3. Payment & Receipt | Cashier | Collect payment or confirm the approved credit arrangement |
| 4. Ready for Typing | Typist | Claim or receive the queued application |
| 5. Application Typing & Data Entry | Typist | Enter portal data exactly and complete internal validation |
| 6. Supervisor Quality Check | Processing Supervisor | Compare typed data with documents, rules, and fees |
| 7. Ready for Government Submission | PRO | Prepare the correct authority portal and submission arrangement |
| 8. Government Portal Submission | PRO | Submit and record portal, government reference, receipt, and attempt |
| 9. Under Government Processing | PRO | Monitor the authority response without overwriting submission history |
| 10A. Returned for Correction | Typist | Record the return reason and begin the controlled correction cycle |
| 10B. Government Approved | Supervisor | Verify approval and references |
| 10C. Government Rejected | Supervisor | Preserve the structured rejection reason and authority response |
| 11. Output Preparation | Typist | Upload final permit, visa, ID form, receipt, or other output |
| 12. Customer Notification & Collection | Customer Service | Notify the customer and arrange collection/delivery |
| 13. Delivered & Closed | Customer Service | Record recipient and acknowledgement, then close the application |

### Workflow gates

The ERP prevents an application from moving forward if the required gate is incomplete:

- Mandatory documents must be uploaded and verified before payment.
- Payment or an approved credit arrangement must exist before typing.
- Quality-check stages may require supervisor approval.
- Government stages require submission/reference records.
- Output stages require uploaded final documents.
- Delivery requires a recipient/delivery record.

### Return and resubmission

When an authority returns an application:

1. PRO records the exact return reason.
2. The application moves to **Returned for Correction**.
3. The typist opens the **Returned Corrections** view.
4. Corrected documents or data are added without deleting the earlier history.
5. The application repeats document check, payment confirmation when applicable, typing, quality review, and submission.
6. Every submission receives a separate attempt number and status.

## 6. Receptionist and front-desk guide

### Start the day

1. Confirm the active branch and counter.
2. Open **Front Desk Reception**.
3. Review waiting tokens and today's appointments.
4. Use global search before creating a new customer to avoid duplicates.

### Register a customer

1. Open **Customers → Add Customer**.
2. Enter the customer's English name and primary UAE mobile number.
3. Add Arabic name, email, nationality, date of birth, preferred language, and VIP information when available.
4. Save the customer.
5. Open Customer 360 to add identities, documents, notes, family links, or flags.

### Create an application

1. Select **New Application**.
2. Search for the customer by name, mobile, code, passport, or Emirates ID.
3. Select the correct customer.
4. Select the government service.
5. Choose applicant type: individual, family member, or corporate employee.
6. Choose priority: Normal, High, Urgent, or VIP.
7. If corporate, select the corporate account.
8. Review the live fee summary.
9. Add desk notes when needed.
10. Select **Create Application**.

The application records who attended the customer. Administrators can later filter the Application Directory by attendant and typist.

### Document verification

1. Open the Application 360 page.
2. Review the service document checklist.
3. Upload each document in the correct category.
4. Confirm validity, legibility, document number, and expiry date.
5. Mark the document verified only after checking the source.
6. Move the application to payment when all mandatory documents pass.

## 7. Typist guide

The typist sidebar includes:

- **Command Center** — prioritized operational queue.
- **My Active Jobs** — applications assigned to the signed-in typist.
- **Returned Corrections** — government returns requiring correction.
- **New Application** — guided application creation.
- **Application Directory** — searchable application register.
- **Document Vault** — secure customer document access.
- **Renewal Documents** — expiry and renewal pipeline.
- **Reminder Schedule** — records with scheduled reminders.
- **My Tasks** — only tasks assigned to the signed-in typist.

### Process an application

1. Open **Command Center**.
2. Review priority, SLA, current stage, document state, payment state, and return warnings.
3. Claim an unassigned job if your permission allows it.
4. Open the application.
5. Confirm the customer and service.
6. Compare every field against the verified documents.
7. Enter or update typing data and notes.
8. Upload relevant working or final documents where required.
9. Select the valid next workflow action.
10. Submit the completed typing work for supervisor review.

When typing starts, the ERP records `typed by` and typing start time. When the application leaves the typing stage, the typing completion time is recorded.

### Returned corrections

1. Open **Returned Corrections**.
2. Read the authority return reason and latest submission details.
3. Do not overwrite the original returned submission.
4. Correct only the identified issue.
5. Upload a new document version if a source document changed.
6. Add a note describing the correction.
7. Move the case through document/payment checks as required.
8. Submit it for quality review and resubmission.

### SLA and focus tools

Use **SLA Focus** or the SLA-risk queue to prioritize:

- Overdue cases.
- Cases due within the warning window.
- Urgent and VIP applications.
- Government returns.
- Missing-document and payment holds.

### Renewal documents and reminders

Typists can view and manage renewal records, update document status, edit the document number/expiry date, enable reminders, schedule customer reminders, record follow-ups, and advance valid renewal pipeline stages.

### My Tasks

The typist task page is personal:

- Only tasks assigned to the signed-in typist are shown.
- A typist-created task is automatically assigned to that typist and their branch.
- Typists may change their task to Open, In Progress, Waiting, Completed, or Cancelled.
- Typists cannot update another user's task.
- The management Approval Inbox is not shown to the typist role.

## 8. Processing supervisor guide

### Quality review

1. Open **Supervisor Processing** or the relevant Application 360 page.
2. Compare the typed fields with the verified source documents.
3. Confirm service, applicant, sponsor/company relationship, fees, and document validity.
4. Review internal notes and previous submission attempts.
5. Approve the quality stage or return the job with a clear correction note.

### Government decisions

After PRO records a portal response:

- Record **Approved** only when the authority approval and reference are available.
- Record **Returned** with the exact authority reason.
- Record **Rejected** with structured rejection details.

### Accountability

Use **Application Directory → Service accountability filters** to identify:

- Who attended the customer.
- Who typed or currently owns the service.
- Current workflow stage.
- SLA-risk cases.
- Returned applications.

## 9. PRO guide

### Government submission

1. Open **PRO Operations** or the assigned Application 360 page.
2. Verify that quality review is approved.
3. Confirm the correct authority and portal.
4. Submit the application on the government portal.
5. Record authority code, portal, government reference, request/transaction number, fee/receipt details, remarks, and supporting attachment.
6. Save the submission attempt.
7. Monitor the response under **Government Processing**.

Never replace an earlier submission record. Create a new submission attempt for each resubmission.

### Original-document custody

Use the custody register when taking passports, Emirates IDs, licenses, permits, or certificates:

1. Record the document owner and type.
2. Record who received it and the purpose.
3. Update every handover between staff.
4. Record final return/delivery to the customer.

## 10. Cashier and billing guide

### Open a cash session

1. Open **Cash Sessions**.
2. Confirm branch/counter.
3. Enter the opening cash amount.
4. Start the session before collecting cash payments.

### Create an invoice

1. Open **Cashier & Counter** or **Billing POS**.
2. Search by application reference, customer, or mobile.
3. Select one or more uninvoiced applications.
4. Confirm customer or corporate company.
5. Review the locked fee snapshot.
6. Issue the invoice.

Application fees are snapshotted so later service-price changes do not silently alter an existing application or invoice.

### Collect a payment

1. Open the invoice.
2. Enter one or more payment components.
3. Use cash, card, bank, wallet, customer advance, or approved corporate credit as configured.
4. For split tender, make sure all components total the amount received.
5. Submit the payment.
6. Print or share the generated receipt.

Partial payments leave an outstanding balance on the invoice.

### Close a cash session

1. Count physical cash.
2. Enter the closing amount.
3. Review expected versus actual cash and variance.
4. Add an explanation for any variance.
5. Close the session.

## 11. Accounting and refund guide

### Accounting workspace

The accounting area separates:

- Government clearing liabilities.
- Typing/service revenue.
- VAT output.
- Accounts receivable.
- Cash, card, bank, wallet, and customer-advance balances.

Use invoice/payment records and journals together when reconciling a transaction.

### Refund process

1. Open **Refunds**.
2. Select the eligible invoice/payment.
3. Enter amount and business reason.
4. Submit the refund request.
5. An authorized approver approves or rejects it.
6. Process the approved refund using the controlled refund action.
7. Verify invoice balance and journal effect.

Do not process an external/manual refund without recording it in the ERP.

## 12. Renewal management

### Renewal Center overview

The Renewal Center tracks expiring documents belonging to:

- Customers.
- Corporate employees.
- Companies.
- Tenant employees.
- Company-compliance records.

Dashboard counters show expired, expiring today, next 7 days, next 30 days, in-progress, and scheduled reminders.

### Run expiry scan

Users with `renewals.manage` can select **Run Expiry Scan & Reminders**. The scan is idempotent: rerunning it does not create duplicate opportunities for the same document cycle.

### Renewal pipeline

The normal renewal stages are:

1. Upcoming.
2. Reminder Scheduled.
3. Reminder Sent.
4. Contacted.
5. Interested.
6. Application Created.
7. Completed.
8. Lost.

Only valid next stages are offered on the record page.

### Manage a renewal

1. Open **Renewal Documents**.
2. Filter by expiry window, pipeline stage, entity type, or document status.
3. Open **Manage Renewal**.
4. Confirm entity, document number, and expiry date.
5. Update document status: Active, Expiring, Expired, Renewal in Progress, Renewed, On Hold, or Cancelled.
6. Enable or disable expiry reminders.
7. Record customer follow-up and next follow-up time.
8. Schedule an in-app, WhatsApp, SMS, or email reminder.
9. If the customer is interested, select a service and create the linked renewal application.
10. After successful delivery, complete the renewal cycle.

WhatsApp, SMS, and email records can be queued in the ERP, but actual external delivery requires configured provider adapters.

## 13. Customer 360 and document vault

### Customer 360

Customer 360 combines:

- Profile and contact information.
- Identity records.
- Addresses.
- Documents and versions.
- Notes and flags.
- Family/dependent relationships.
- Applications and service history.

### Customer search

Search before creating a customer using:

- UAE mobile number.
- Customer code.
- English or Arabic name.
- Email.
- Emirates ID or passport number.

### Document Vault

The global vault supports:

- Customer/document/number search.
- Valid, expiring, and expired filters.
- Current-version tracking.
- Expiry health indicators.
- Tenant-secured file download.

Documents are stored privately. A user must be authenticated, belong to the correct tenant, and have `documents.download` to retrieve a file.

### Duplicate handling

Use **Duplicate Review** only after confirming two records represent the same person. Merging is controlled and should preserve the surviving customer's applications, contacts, documents, and audit history.

## 14. Corporate customers and bulk applications

### Corporate company

Create a company with legal/trading name, trade license, TRN, establishment numbers, contact details, emirate, credit terms, and account manager.

### Corporate employee

Keep corporate employees separate from individual customer records where the corporate workflow requires it. Record company, employee code, identity data, passport/Emirates ID, and expiry information.

### Corporate credit

Before using corporate credit:

- The company must be active.
- Credit must be enabled.
- The requested amount must remain within the approved limit.
- The invoice must identify the correct corporate company.

### Bulk applications

Use the bulk workspace to create applications for multiple corporate employees under a configured service. Review each selected employee and service fee before creating the batch.

## 15. Queue and appointments

### Walk-in token

1. Open **Queue & Appointments**.
2. Create a token for the customer and service.
3. Assign branch/counter when applicable.
4. Move status through waiting, called, serving, completed, no-show, or cancelled as supported by the page.

### Appointment

1. Enter customer/contact and scheduled date/time.
2. Choose service, branch, and notes.
3. Confirm the appointment.
4. Update arrival, serving, completion, no-show, or cancellation status on the appointment date.

## 16. Tasks and approvals

### Operational task

Tasks contain:

- Task number and title.
- Description/instructions.
- Priority.
- Owner and branch.
- Due date.
- Linked source type and record ID.
- Status and completion time.

Managers can assign tasks to users. Typists only see and update their own assigned tasks.

### Approval request

Approval requests support sensitive decisions such as:

- Discount.
- Fee override.
- Refund.
- Expense.
- Document exception.
- Application reopen.
- Stage skip.
- Credit-limit override.

The requester supplies the business reason. An authorized user records Approve or Reject plus mandatory decision notes. The audit trail retains both sides of the decision.

## 17. CRM and communication center

### CRM

Use CRM to:

- Create leads.
- Change lead stages.
- Record calls, meetings, WhatsApp, email, and notes.
- Assign ownership and follow-up dates.

### Communication Center

Use the communication area to:

- Create reusable message templates.
- Queue customer messages.
- Track channel, recipient, and delivery status.

External delivery requires configured WhatsApp/SMS/email adapters. Treat a queued record as an instruction until provider delivery is confirmed.

## 18. Reports, HR, and audit

### Reports

Reports summarize applications, status, revenue, payments, renewals, branches, services, and operational performance according to the user's scope.

### HR

HR manages employee records separately from login accounts. An employee may exist without being allowed to sign in. Create a user account only when system access is needed.

Use employee expiry views for passport, visa, Emirates ID, labor-card, contract, and other compliance dates recorded in the employee profile.

### Audit logs

Audit logs provide traceability for sensitive business activity. Review:

- Who performed the action.
- Tenant and branch context.
- Module and action.
- Before/after values where recorded.
- Date/time and related record.

Do not use audit access for ordinary operational browsing.

## 19. Tenant administration

### Onboarding

The onboarding wizard guides a new tenant through company details, branches, staff, services, billing, and go-live readiness.

### Branches, departments, and counters

Administrators can:

- Create branches within subscription limits.
- Configure working hours.
- Create departments and counters.
- Activate/deactivate counters.
- Set default branch access for users.

The main branch cannot be deleted.

### Employees and users

1. Create the employee record.
2. Create a user only when login access is required.
3. Select default branch.
4. Assign one or more roles.
5. Assign allowed branches.
6. Activate the account.
7. Issue a temporary password and require the user to change it.

Administrators may toggle account status, reset passwords, review login history, and set individual permission overrides.

### Roles and permissions

1. Open **Roles & Matrix**.
2. Create or duplicate a role.
3. Select data scope: own, assigned, counter, department, own branch, selected branches, all branches, tenant, or platform as appropriate.
4. Grant only the modules/actions required for the job.
5. Treat sensitive and critical permissions carefully.

Permission resolution order:

1. Explicit user deny.
2. Explicit user allow.
3. Role permission.
4. Default deny.

### Settings

Tenant settings include company profile, branding, branches, departments, counters, services, document types, billing, invoice design, communications, operations, renewals, and settings search.

## 20. Service configuration

### Create a service

1. Open **Settings → Services**.
2. Enter service code, English/Arabic name, category/authority, processing estimate, and status.
3. Define government fee, typing fee, service charge, and VAT behavior.
4. Save the service.

### Advanced service configuration

From the Service Engine, configure:

- Dynamic form sections and fields.
- Mandatory/optional document rules.
- Component-based fees.
- Corporate or branch price overrides.
- Workflow stages and transitions.
- Service bundles.
- Published versions.

Use **Install UAE Workflow** to apply the standard controlled typing-center lifecycle. Use test mode before publishing major service changes.

Published service versions and application snapshots protect historical applications from later configuration changes.

## 21. Super-admin platform panel

The Platform Super Admin works outside tenant data and manages the SaaS platform.

### Main platform functions

- Platform dashboard.
- Tenant directory and tenant creation wizard.
- Tenant status and feature overrides.
- Plans and subscriptions.
- SaaS invoices and manual payment recording.
- Usage and credit-wallet adjustments.
- Support tickets and replies.
- Platform announcements.
- Security and audit logs.
- Platform analytics/reports.
- Platform settings.
- Landing-page CMS.
- Audited tenant impersonation.

### Tenant impersonation

Use impersonation only for authorized support or investigation:

1. Open the tenant record.
2. Add a support reason where requested.
3. Start impersonation.
4. Perform the minimum necessary checks.
5. Select **Stop Impersonation** immediately afterward.

## 22. Landing-page CMS

The public landing page is editable by the Platform Super Admin.

1. Sign in as the Platform Super Admin.
2. Open **Landing Page CMS** at `/platform/landing-page`.
3. Edit the visible sections, headings, descriptions, buttons, contact information, feature content, and configured images.
4. Preview the content carefully.
5. Save/publish the update.
6. Open the public home page in a separate browser session to confirm the result.

Because changes appear publicly, confirm spelling, phone numbers, URLs, privacy links, and image quality before publishing.

## 23. Security and data-handling rules

- Never share login credentials.
- Change default passwords before production use.
- Use a separate account for each employee so actions are attributable.
- Do not download customer documents to an unmanaged device.
- Verify the tenant and customer before opening or downloading a document.
- Do not delete or replace government submission history.
- Record original-document handovers in custody tracking.
- Do not bypass document, payment, approval, submission, output, or delivery gates.
- Use approval requests for sensitive exceptions.
- Sign out from shared counters.
- Owners should regularly review users, roles, login history, and audit logs.
- Production should use TLS, private object storage, secure backups, queue workers, scheduler, and `APP_DEBUG=false`.

## 24. Troubleshooting

### 403 Unauthorized Access

The account lacks the required permission.

1. Note the permission displayed on the error page, such as `renewals.view`.
2. Ask the tenant owner/admin to review the user's role and permission overrides.
3. Confirm the role is active.
4. Confirm there is no explicit user deny.
5. Sign out and back in after access changes.

Do not grant broad administrator access merely to solve one missing permission.

### Session table error

If the error says `no such table: sessions`, the database-backed session table has not been migrated. An administrator must run the current database migrations. This is a system setup issue, not a user action.

### Page shows no records

Check:

- Active branch.
- Search text and filters.
- Assigned/mine view.
- Date or expiry window.
- User data scope.
- Tenant subscription status.

### Cannot advance application stage

Read the validation message. Usually one of these gates is missing:

- Mandatory document verification.
- Payment/credit confirmation.
- Supervisor approval.
- Government submission record.
- Final output.
- Customer notification or delivery record.

### Document does not download

Confirm:

- The document has an uploaded attachment.
- The user has `documents.download`.
- The document belongs to the signed-in tenant.
- The private storage file still exists.

### Renewal page returns 403 for typist

The typist role requires both `renewals.view` and `renewals.manage` for the full renewal workflow. Ask the administrator to confirm both permissions.

### Messages remain queued

WhatsApp, SMS, or email provider adapters and workers may not be configured/running. A queued ERP message is not proof of external delivery.

### Data appears under the wrong branch

Stop editing, switch to the correct branch in the header, and reopen the record. If the record itself has the wrong branch, ask a manager to correct or reassign it.

## 25. Daily operating checklists

### Opening checklist

- Confirm branch, counter, and active users.
- Open cashier cash session.
- Review appointments and waiting queue.
- Review urgent, VIP, returned, and SLA-risk applications.
- Review reminders due today and expired documents.
- Review overdue tasks and pending approvals.

### Before submitting to government

- Customer identity matches the applicant.
- Correct service and authority selected.
- Mandatory documents are verified and current.
- Typed information matches the source documents.
- Payment/credit state is valid.
- Supervisor quality check is complete.
- Portal and authority credentials are correct.

### Closing checklist

- Update all in-progress application stages.
- Record submission references and authority responses.
- Record every original-document handover.
- Complete customer deliveries and acknowledgements.
- Close or reschedule follow-ups and tasks.
- Reconcile and close cash session.
- Review exceptions, refunds, and variances.
- Sign out from all shared devices.

## 26. Direct page directory

All addresses below are relative to `http://localhost/typingcenter/public`.

| Page | Address |
|---|---|
| Public landing page | `/` |
| Login | `/login` |
| Signup | `/signup` |
| Tenant dashboard | `/app/dashboard` |
| Front Desk | `/app/front-desk` |
| Typist Command Center | `/app/work-queue` |
| My Active Jobs | `/app/work-queue?view=mine` |
| Returned Corrections | `/app/work-queue?view=returned` |
| New Application | `/app/applications/create` |
| Application Directory | `/app/applications` |
| Application Kanban | `/app/applications/kanban` |
| Customer Directory | `/app/customers` |
| Document Vault | `/app/customers/documents` |
| Corporate Companies | `/app/corporate/companies` |
| Corporate Employees | `/app/corporate/employees` |
| Renewal Documents | `/app/renewal-center` |
| Reminder Schedule | `/app/renewal-center?reminder_due=1` |
| My Tasks / Tasks & Approvals | `/app/tasks-approvals` |
| Processing Supervisor | `/app/processing` |
| PRO Operations | `/app/pro` |
| Queue & Appointments | `/app/queue` |
| Cashier/POS | `/app/cashier` |
| Invoice Directory | `/app/billing/invoices` |
| Cash Sessions | `/app/billing/cash-sessions` |
| Refunds | `/app/billing/refunds` |
| Accounting | `/app/accounting` |
| CRM | `/app/crm` |
| Communication Center | `/app/communication-center` |
| Reports & Analytics | `/app/reports` |
| HR | `/app/hr` |
| Employees | `/app/employees` |
| Audit Logs | `/app/audit` |
| Users | `/app/users` |
| Roles & Matrix | `/app/roles` |
| Branch Settings | `/app/settings/branches` |
| Service Settings | `/app/settings/services` |
| Platform Dashboard | `/platform/dashboard` |
| Tenant Management | `/platform/tenants` |
| Platform Landing CMS | `/platform/landing-page` |

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For access changes, contact the tenant owner or company administrator. For platform, subscription, or tenant-creation issues, contact the Platform Super Admin.