SimboVara Workflow Customization: Maintenance Checklist for Workflow Customizations - Admin Panel

Purpose 

 Provide a repeatable process to keep Copilot accurate over time. 

 Monthly checklist 

 

 Verify on-call schedule ownership and escalation paths. 

 

 Confirm office hours for holidays and season changes. 

 

 

 Skim each workflow box for policy changes. 

 

 

 Quarterly checklist 

 

 

 Listen to a sample of calls to ensure prompts are clear. 

 

 

 Review Website URLs and remove outdated PDFs. 

 

 

 Call each transfer number 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.