InformationTitleAdmin Checklist for Monitoring PS Cloud HealthURL NameAdmin-Checklist-for-Monitoring-PS-Cloud-HealthDetailsProduct AreaHelp Product AreaPS CloudRelease VersionHelp Release VersionEnvironmentHelp EnvironmentAll versionsAdditional NotesHelp Additional NotesFor more best practices see Best Practices for Maintaining a Healthy PSA Solution.ProcedureHelp ProcedureAdmin Cadence Daily Checks IDTaskHelpWhy It's Important1Review App LogsLink to details2Review Transaction Deltas3Review Apex jobs4Review Apex error emails5{Add key tasks for admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C The System Admin workspace shown below can be updated for use. Weekly Checks As daily + IDTaskCommentWhy It's Important1[Managers] Timecard Reportingmissing time/time variance2{Add key tasks for your admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C Monthly Checks As daily/monthly + IDTaskCommentWhy It's Important1Review/Update Exchange Rates[Optional]2Close Time Period for forecasting[Optional - if using Services Revenue Forecasting]3Billing - All Timecards/expenses/milestones submitted and approved4{Add key tasks for your admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C Annual Checks/Activities IDTaskCommentWhy It's Important1Update Time PeriodsEnsure kept 5 yrs into Future2Create new Internal Project eg PTO, Sickness3Close existing internal projects, assignments etc once all activities completed4Update any automationsi.e. If PTO in external system and synced to PSA as an assignment on PTO project > Update project reference5Review/Update Exchange Rates[Optional]6Review/Update Rate CardsOptional If rates need updating7Work Calendars [for Public Holidays][Optional] Adding on future year[s] Public Holidays8Review reports for criticality and usage. Deprecate as needed.9{Add key tasks for admins that are critical for your business}{Add key tasks for admins that are critical for your business} see examples in Appendix C ObjectiveHelp ObjectiveThis article provides a template of best practices for daily, weekly, and monthly admin checks within the PS Cloud solution.
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