💡
Ups & Downs submissions flow through: Project Lead → Project Manager → Delivery SPOC → Sales SPOC → POD Owner → Cluster Head. Assign all reviewer roles to a project to prevent cycles stalling at a stage with no assigned user.
4
Total Projects
3
Active
2
PODs
1
Inactive
🏢 Project Accounts
| Account Name | Senior Roles | Delivery Roles | Status | Actions |
|---|
💡
PODs are organisational groupings for projects. Each project belongs to exactly one POD. Deactivating a POD hides it from new project creation but does not affect existing projects or their cycles.
2
Total PODs
2
Active
0
Inactive
4
Projects
🧩 PODs
| POD Name | POD Owner | Cluster Head | Projects | Status | Actions |
|---|
👥 Users & Roles
Manage user accounts, role assignments, and invitations
💡
Roles determine which workflow stages a user participates in. A user may hold multiple roles. Invited users hold a pending activation link — they gain full access once they sign in for the first time.
11
Total Users
11
Active
2
Pending Invites
7
Distinct Roles
🎭 Role Definitions
| Role | Description | Permissions |
|---|---|---|
| Project Lead | Bottom of the delivery chain; submits Ups & Downs and Priorities & Achievements | Submit own items, view own audit |
| Project Manager | Reviews and consolidates Project Lead submissions | Edit all items, add/delete, forward to Delivery SPOC, return to PL |
| Delivery SPOC | Delivery single point of contact; manages PMs, reports to POD Owner | Edit items, approve/return; escalation recipient |
| Sales SPOC | Sales single point of contact; reports to POD Owner — no delivery reportees | View projects assigned, Priorities & Achievements bilateral with POD Owner |
| ESO SPOC | Engineering Services Ops SPOC; reports to POD Owner — no delivery reportees | View projects assigned, Priorities & Achievements bilateral with POD Owner |
| Recruitment SPOC | Recruitment SPOC; reports to POD Owner — no delivery reportees | View projects assigned, Priorities & Achievements bilateral with POD Owner |
| POD Owner | POD Owner — end-to-end accountability for Growth, EBITDA & NPS; reports to Cluster Head | Edit items, approve/return; penultimate review |
| Cluster Head | Owns 3 PODs; top of the reporting chain — final approval authority | Read-only view, final approve/return |
| PMO Associate | View-only observer across all projects | Read-only — no edit, approve or return |
| Administrator | System admin — manages users, projects, cycles, email templates, and audit logs | Full system access; no workflow approval rights |
| Project Contributor | P&A-only bottom tier; reports to a Project Lead. Not shown in reports, Ups & Downs, or project membership | Submit own Priorities & Achievements; reviewed bilaterally by their Project Lead |
👥 User Directory
| User | Roles | Projects | Status | Actions |
|---|
Org Hierarchy
Click ▶ to expand any node and traverse the reporting chain
Roles:
Cluster Head
POD Owner
Delivery SPOC
Sales SPOC
ESO SPOC
Recruitment SPOC
Project Manager
Project Lead
🤝 Meeting Notes AI
Oversight of the Meeting Notes AI — every meeting, its AiDE processing state and action-item closure across the organisation.
🔐
Meeting content (MoM, mindmap, action items) is owner-controlled — administrators see the register and closure metrics here, not the transcripts. Reminder rules ET-030 – ET-032 are managed under Scheduler → Reminders; the notification copy under Email Templates.
7
Meetings (30 days)
5
AiDE Processed
8
Open Action Items
2
Overdue Action Items
🔍 Filter Meetings
Meetings
Most recent first · content stays owner-controlled
| Meeting | Owner | When | Mode | Status | Access | Action Items | Actions |
|---|
🔑 AiDE Fabric Token adoption
Transcripts can only be processed by users with a connected token (aide.imagine.tech → App → Plugins)
| User | Role | Token | Last processed | Meetings processed |
|---|---|---|---|---|
| Basavaiah Potla | POD Owner | ● Connected aide_…9f31 | 30 Jun 2026 | 3 |
| Vish Lakshmanan | Cluster Head | ● Connected aide_…c208 | 1 Jul 2026 | 2 |
| Devi Alekya Abburi | Recruitment SPOC | ● Connected aide_…44da | 2 Jul 2026 | 1 |
| Pavani P Mulpuru | ESO SPOC | ● Connected aide_…7be2 | 26 Jun 2026 | 1 |
| Sekhar Posina | Sales SPOC | ○ Not connected | — | 0 |
⏰ Scheduler & Automation
Configure review cycles, deadlines, and automated reminders
ℹ️
Cycles automatically trigger email notifications and submission deadlines. Reminders are sent via email. All times are in the configured timezone.
Active Cycles
—
Archived Cycles
—
Active Reminders
—
Disabled Reminders
—
🔄 Review Cycles
Auto-triggers submission window
| ID | Name | Frequency | Schedule | Projects | Next Run | Status | Actions |
|---|
🔔 Automated Reminders
Toggle on/off per trigger
| Code | Name | Trigger | Roles Notified | Channel | Email Template | Status | Enabled | Actions |
|---|
🗓️ Timeline Notification Schedule
Controls when the Weekly Timeline Digest (R-011) and Stale Project Timeline Nudge (R-012) emails are dispatched
| Code | Job | Schedule | Roles Notified | Stale Threshold | Email Template | Status | Enabled |
|---|
Nudge the project's Project Lead(s) when a project has had no timeline events for this many days (default: 14 days).
Day of week on which the weekly Timeline Activity Digest is dispatched to project members.
⚙️ Global Automation Settings
Hours of inactivity before escalation alerts are sent (default: 48h)
Used when no cycle-specific timezone is set
How long an invitation link remains valid after being sent (default: 72h).
Expiry dates in all timezones are shown in the invitation email.
Days to keep sent-email records (Email Log) before the daily cleanup purges older rows
(default: 90; 0 = keep forever).
⚠️ Disable All Automation
Pauses all automated cycle creation and email triggers. Use during maintenance or testing.
Automatically create review cycles on schedule (weekly/biweekly/monthly)
Send email/Teams notifications for workflow events and reminders
🔐 Access & Security
0 of 5 admins in use
Maximum sign-in attempts allowed per IP address within a rolling 15-minute window before throttling kicks in.
📧 Email Templates
Manage notification templates with dynamic variable tokens
💡
Use {{variableName}} tokens in subject and body. Available tokens are shown in the preview panel. Click a template to preview. Disabled templates are never dispatched even if their trigger fires.
18
Total Templates
16
Enabled · 2 disabled
91
Sent (last 24 h)
2
Needs Review
Templates (12)
🔗 Reporting Relationships
Defines who reports to whom for the Priorities & Achievements weekly workflow. These relationships are resource-level (not project-linked).
ℹ️
Priorities & Achievements flow up through these bilateral pairs: Project Contributor → PL → PM → Delivery SPOC → POD Owner → Cluster Head. The Project Contributor is a P&A-only tier reviewed by its Project Lead; Sales, ESO & Recruitment SPOCs report directly to the POD Owner with no downward delivery chain. Each pair independently reviews and agrees their weekly commitments. This is separate from the project-based Ups & Downs workflow.
—
Total Pairs
—
Active
—
Inactive
—
Role Pair Types
👥 Direct Reporting Pairs
Used for Priorities & Achievements weekly cycle
| Reporting Pair | Direct Report | Manager | Level | Active | Actions |
|---|
🌳 Reporting Hierarchy Visualisation
Priorities & Achievements flow direction
Vish Lakshmanan
Cluster Head
Cluster Head
POD Basu
Basavaiah Potla
POD Owner
POD Owner
Vishnu K R Goluguri
Delivery SPOC (8 proj)
Delivery SPOC (8 proj)
Vishnu Kiran Reddy Goluguri
Proj. Manager
Proj. Manager
Swati Nandha
PL · P001
PL · P001
Kuntal Singha
PL · P002
PL · P002
Dinesh K Purohit
PL · P004
PL · P004
Anitha Deva
PL · P004/P006
PL · P004/P006
Snehal Sandeep Chougule
Proj. Manager
Proj. Manager
Indurthi Hari Babu
PL · P003
PL · P003
Direct (no PM)
Sanjay Kumar
PL · P007
PL · P007
Karthikeyan R
PL · P008
PL · P008
Snehal S Chougule
Delivery SPOC (2 proj)
Delivery SPOC (2 proj)
Rajyalakshmi P
PL · P009/P010
PL · P009/P010
Shabbir Ahmed
PL · P009
PL · P009
Sekhar Posina
Sales SPOC
Sales SPOC
Pavani Prathyusha Mulpuru
ESO SPOC
ESO SPOC
Devi Alekya Abburi
Recruitment SPOC
Recruitment SPOC
POD Ananth
Ananth Reddy
POD Owner
POD Owner
Ravi Thalupula
Delivery SPOC (1 proj)
Delivery SPOC (1 proj)
Suresh Jamma
Delivery SPOC (4 proj)
Delivery SPOC (4 proj)
Sanjay Patel
Sales SPOC
Sales SPOC
↑ Priorities & Achievements flows: Project Contributor → Project Lead → Project Manager → Delivery SPOC → POD Owner → Cluster Head | Sales / ESO / Recruitment SPOCs report directly to POD Owner
🔑 MCP Access Tokens
Personal Access Tokens let AI assistants (Claude Desktop, Claude Code CLI) act on the POD Governance API on a user's behalf.
🔒
Tokens are shown once at creation and stored only as a hash — they cannot be recovered. A token inherits the role & project access of its owner. Use a read-only token for dashboards and digests; use read & write only when the assistant must forward, return, or submit. Revoke immediately if a token is exposed.
4
Total Tokens
3
Active
1
Service Accounts
1
Revoked
🔑 Issued Tokens
| Name | Owner | Prefix | Scope | Client | Last Used | Expires | Status | Actions |
|---|
DEV
— Logs shown are from the DEV environment
🤖 MCP Interaction Log
Every token-authenticated API call made by MCP clients on a user's behalf.
🤖
Every API call made by an MCP client (Claude Desktop, Claude Code, custom integrations) using a Personal Access Token is recorded here. Use this log to audit AI-agent activity and investigate unexpected workflow changes.
142
Total Calls
131
Success (2xx/3xx)
8
Client Errors (4xx)
3
Server Errors (5xx)
247
Avg Duration (ms)
🔍 Filter Interactions
Interactions
Most recent first
| Timestamp | Identity | Token | Tool | Endpoint | Status | Duration |
|---|
DEV
— Emails shown are from the DEV environment
✉️ Email Log
Every email the system has sent — recipient, subject, final message body, time and delivery status.
✉️
Every email dispatched by POD Governance — scheduler notifications, sign-in links, invitations, test sends and scheduled reports — is recorded here with its final rendered body. Use this log to confirm delivery and review exactly what each recipient received.
1,284
Total Emails
1,271
Delivered
13
Failed
96
Sent Today
🔍 Filter Emails
Emails
Most recent first
| Sent | Recipient | Subject | Type | Template | Status |
|---|
📊 Reports & Exports
Generate and download governance reports across all projects and PODs
💡
On-demand exports generate a CSV snapshot of current data — refresh the page for the latest figures before downloading. Scheduled reports run automatically and are emailed to recipients; recipients are not required to have portal accounts.
18
Total Cycles (YTD)
14
Approved
3
In Progress
87%
Priorities & Achievements Completion
⬇️ On-Demand Exports
CSV downloads
to
All exports use the selected date range.
📋 Cycle Status Report
All cycles with status, reviewers, approval dates
📈📉 Ups & Downs Trend
Ups/Downs per cycle, net score, return count
🎯 Priorities & Achievements Completion Report
Weekly Priorities & Achievements submission rates and AiDE adoption
👥 User Activity Report
Logins, submissions, approvals per user
↩️ Return Rate Report
Returns by stage, reason, and reviewer
📊 Full Audit Log
All system events within the date range
⏰ Scheduled Reports
| Report | Frequency | Recipients | Next Run | Status |
|---|
DEV
— Logs shown are from the DEV environment
📋 System Audit Log
Complete record of all governance actions across all projects, cycles, and workflows
💡
This is a unified, append-only audit log — a single trail across every operation in the portal: U&D cycle submissions/approvals/returns, Priorities & Achievements bilateral reviews, admin changes (users, projects, PODs, settings, scheduler, email templates), reporting-relationship edits, access-token issue/revoke, and sign-ins. Each row is tagged with its entity so any record's detail screen can show its own activity trail. Entries are immutable. Filter by entity, actor, event type, or date range, then export to CSV for compliance reviews.
🔍 Filter Events
Events
Most recent first
| Timestamp | User | Role | Event | Project / Module | Cycle / Week | Detail |
|---|