Daily checklist
This page is the ten-minute check for the person who looks after the site on a given day: often the site manager or a senior editor, in rotation. It catches the problems visitors would otherwise report first. Copy the list and keep it where the team works.
The checklist
DAILY CHECKLIST - date: ________ Done by: ________
SITE
[ ] The front page and one inner page open normally (also on a phone)
[ ] Nothing on the front page is out of date (events past, offers ended)
WORK WAITING
[ ] My pending items / items waiting for approval looked at
[ ] Drafts due today are on their way (scheduled items, campaign pages)
WHAT CAME IN
[ ] New form submissions read and handed on (Setup > Collected information)
[ ] New registrations look genuine (the "New user registered" mails)
[ ] The shared mailbox: alert mails, order copies, replies from visitors
STORE (if you sell)
[ ] Store daily routine done (dashboard, orders waiting, failed payments)
IF SOMETHING LOOKS WRONG
[ ] Error page with a reference (ERR-...) noted and sent to the administrator
[ ] Host or partner called if the site is down or very slowWhere each item is done
| Item | Where | Read |
|---|---|---|
| Items waiting for approval | My pending items in the administration | Publishing and versions |
| Scheduled items | The workflow's Wait until date event runs with the cron job | Workflows |
| Form submissions | Setup > Collected information, policy infocollector/read | Collected information |
| Registration mails | Sent to RegistrationEmail, else AdminEmail, with signed links to approve or reject | Signed links in the registration mail |
| Alert mails | The audit trail's alert rules mail the site's AdminEmail by default | The audit trail |
| Store | Store dashboard | Daily store routine |
| Error references | An error page shows a reference such as ERR-0123456789 | Finding an error by its reference |
When something looks wrong
| You see | First step |
|---|---|
| A page with an error reference | Send the reference, the address and the time to your administrator; they find the details in Setup > Log files |
| "This form has expired" | Usually a page left open too long; reload and send again (Form expired page) |
| The whole site is down or a maintenance page you did not expect | Call the host (Site down) |
| A page you did not change looks changed | Check its versions; the audit trail shows who did what (The audit trail) |
More first steps are on When something goes wrong.
Tip
Ten minutes is enough when the list is done every day. If it takes longer, something on it is waiting too long: find out what, and fix the cause.
Related pages
- Weekly checklist
- Daily store routine
- When something goes wrong
- Checklists for owners
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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