# SimboVara Workflow Customization: Maintenance Checklist for Workflow Customizations - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/simbovara-workflow-customization-maintenance-checklist-for-workflow-customizations-admin-panel

**Purpose**

Provide a repeatable process to keep Copilot accurate over time.

### Monthly checklist

- Verify <span class="s1">**on-call schedule**</span> ownership and escalation paths.
- Confirm <span class="s1">**office hours**</span> for holidays and season changes.
- Skim each <span class="s1">**workflow**</span> box for policy changes.

### Quarterly checklist

- Listen to a sample of calls to ensure prompts are clear.
- Review <span class="s1">**Website URLs**</span> and remove outdated PDFs.
- Call each <span class="s1">**transfer number**</span> from an external line to confirm it rings.

### Tips and Good practices

- Assign a primary owner and a backup owner.
- Record change notes inside the first line of each workflow with the date, for example “Updated intake rules on 2025-09-15.”
- Encourage staff to submit suggested edits using one standard form.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/simbovara-workflow-customization-maintenance-checklist-for-workflow-customizations-admin-panel