All systems operational

Routine Maintenance

A regular checklist keeps your workspace secure, accurate, and running well.

#Purpose

Prevent problems through regular upkeep.

#When to use this

On a recurring schedule (e.g., monthly).

#At a glance

DetailValue
Required permissionsAdmin access
Administrator levelCEO / Admin
Portal areas usedSettings, Monitoring, Users, Integrations

#Step by step

1

Review health and status

Check system, AI, integration, and email status.
2

Review access

Confirm roles and remove access no longer needed.
3

Review integrations

Confirm connections are healthy.
4

Review logs

Scan activity/audit logs for anything unusual.

#Approval points

No formal approval gate

This administrative action does not require a separate sign-off, but review carefully before applying changes.

#Security notes

Security considerations

  • Regular reviews reduce risk from stale access and silent failures.
  • Document what you checked.

#Best practices

  • Keep a maintenance checklist.
  • Do it on a set cadence.

#Common mistakes

  • Only reacting to problems.
  • Skipping access review.

#Troubleshooting

If this happensTry this
I found an issue during maintenanceUse the relevant troubleshooting guide to resolve it.

#FAQ

How often should I do maintenance?

A monthly cadence works well for most teams.

#Keep exploring

#Business modules & workflows

Still need help?

Can’t find what you’re looking for? The DevSphere OS team is happy to help.