Preview · Bolt-on module
New Account Setup
One dashboard for a location from first commitment to 45-day review — account setup, vendor onboarding, menu readiness, and people/training, tracked against the same playbook already in the Codex. Feeds from the existing Smartsheet intake forms and the inventory ingestion template; nothing new to learn.
T-45 → T-7
Pre-Launch
Culinary Admin
T-7 → T-1
QA Audit
Culinary Admin
T-0 → T+14
Go-Live
Field Manager
Account & LocationGalley
Location record created
Location Group assigned
LOB assignment confirmed
Vendor scoping confirmed
Vendor & InventoryIngestion template
MOG import complete
All vendor items linked — zero orphans
Invoice scanning enabled
Scanner access per user, per location
Menu & Recipe ReadinessGalley
Cycle assigned
Cycle published
First 30 days of plans configured
IDDSI variants present where required
People & TrainingTraining Hub sync
User accounts requested
Accounts created
Training completions synced
Field team trained
Go-live gate
Zero vendor-item orphans · cycle published · all four lanes green. This is the existing Codex Section 9 gate — the dashboard visualizes it, it doesn't redefine it.
This is a shape, not a build.
Sequenced after the recipe database is clean and Training Hub is fully rolled out. Every field above already has a system of record — this view doesn't create new data, it rolls up what already exists.