MODULE
Asset Builder
Entry point for assessment asset definitions, question structure, branching, and scoring logic.
Open Asset BuilderYILCORE ADMIN
Welcome
Manage assessment claim, AI report drafts, suggestion review, kickoff, and the live task ecosystem from one place.
MODULE
Customer Claim
Matches assessment records with existing company records using a reference number.
Open Customer ClaimMODULE
AI Report
Prepares a draft insight report using company narrative, assessment, and task ecosystem data.
Open AI ReportMODULE
Suggestions Review
AI suggestions are connected to the live task structure using merge, sub-task, reopen, or ignore logic.
Open Suggestions ReviewMODULE
Kickoff
Task approvals, deferrals, and visibility decisions are taken during the client kickoff meeting.
Open KickoffMODULE
Tasks
The live company task ecosystem, sub-tasks, notes, and status transitions are managed here.
Open TasksPLACEHOLDER
Add Manager
The add manager screen opens here.
PLACEHOLDER
Add Company
The company creation flow appears here.
PLACEHOLDER
Add Company Manager
The module for adding a manager to a company appears here.
System Notes
- Customer Claim connects assessment results to companies.
- AI Report produces a draft insight before consultant review.
- Suggestions Review aligns AI suggestions with the task ecosystem.
- Kickoff is the client alignment and visibility activation stage.
- Tasks is the live operational truth layer of the system.
Recommended Operational Flow
The typical usage order in the system should progress as follows. This way, assessment data, company context, AI suggestions, and the live task ecosystem connect correctly.
1
Add Company
First create the main company record. Add company narrative and strategic context if needed.
2
Add Company Manager
Define company users and the manager structure.
3
Asset Builder
If needed, edit assessment content, question logic, and branch structure.
4
Customer Claim
Match assessment result records to the correct company and establish the company relation.
5
AI Report
Create the first insight draft using company narrative, assessment, and current task context.
6
Suggestions Review
Compare AI-suggested tasks with the current task structure: new, merge, sub-task, reopen, ignore.
7
Kickoff
Review tasks with the client, activate approved ones, and clarify visibility and priorities.
8
Tasks
Live operation happens here: owner, status, note, sub-task, blocker, progress, and closure management.
9
New AI Report / V2
The next AI report reads the existing task ecosystem and produces new suggestions.
Short summary:
Company → Claim → AI Draft → Suggestion Review → Kickoff → Live Tasks → V2 Insight