Action Center
The Action Center in Flowtly is a dedicated data cleanup and maintenance dashboard that helps administrators and managers identify and resolve inconsistencies across the platform. It surfaces records that require attention, such as unassigned transactions, incomplete supplier profiles, or mismatched project assignments, and provides tools to correct them efficiently.
The Action Center consolidates cleanup tasks from multiple areas of the system, including transactions, suppliers, projects, assignments, and agreements. Instead of hunting through individual modules for problematic records, users can review and act on all outstanding issues from a single interface.
Hours reassignment is a key feature of the Action Center, allowing managers to redistribute logged work hours when employees change projects or when time entries were recorded against the wrong assignment. This ensures that project cost reports and billing remain accurate.
Each action item in the center provides context about why the record needs attention and offers guided resolution steps. Bulk operations are supported where applicable, making it practical to clean up large volumes of data during periodic audits or system migrations.
Example use cases
- Review and reassign unallocated transactions to the correct cost centers or projects.
- Merge or correct duplicate supplier records that were created during data imports.
- Reassign logged hours from one project to another following an organizational restructuring.
- Resolve incomplete agreement records that are missing required fields or approvals.
- Perform a periodic data quality audit to ensure consistency across all business modules.
