Knowledge Manager Daily, Weekly & Monthly Routines (Checklist & Tracker)

title: "Knowledge Manager Routine Entry", "IntroductionHtml": "

Use this checklist each time you perform knowledge-management health work. Save entries so you can track patterns, follow up on blockers, and measure lightweight signals of content health. Adapt the options to match your collections and local workflows.

", "SubmitLabel": "Save Routine Entry", "SuccessMessage": "Entry saved. Use the saved records to review trends and follow up on open actions.", "DataType": "KnowledgeManagerRoutineSubmission", "SchemaVersion": "1.0", "Fields": [ { "Key": "entryDate", "Type": "text", "Label": "Date", "HelpText": "YYYY-MM-DD or free-text date", "Required": true }, { "Key": "owner", "Type": "text", "Label": "Knowledge Manager / Owner", "HelpText": "Who is completing this checklist" }, { "Key": "team", "Type": "text", "Label": "Team / Collection", "HelpText": "Which team, collection or site area this entry covers" }, { "Key": "dailyTasks", "Type": "checkbox", "Label": "Daily tasks", "HelpText": "Check the daily activities you performed", "Options": [ { "Value": "review_critical_queue", "Label": "Review critical queue and triage high-priority updates" }, { "Value": "triage_updates", "Label": "Triage incoming update requests (accept, defer, assign)" }, { "Value": "check_freshness_flags", "Label": "Check and address content freshness flags and expirations" }, { "Value": "link_spotcheck", "Label": "Spot-check critical pages for broken links or obvious errors" }, { "Value": "monitor_search_alerts", "Label": "Monitor search alerts, query trends, and usage spikes affecting discoverability" } ] }, { "Key": "weeklyTasks", "Type": "checkbox", "Label": "Weekly tasks", "HelpText": "Weekly checks that keep discoverability and taxonomy healthy", "Options": [ { "Value": "search_quality", "Label": "Run search-quality diagnostic (sample queries, click-through review)" }, { "Value": "coordinate_dataowners", "Label": "Coordinate with data/content owners on pending or overdue updates" }, { "Value": "process_taxonomy", "Label": "Process taxonomy/tag requests and update mapping spreadsheet" }, { "Value": "stale_content_review", "Label": "Review content flagged as stale for update, archive, or deletion" }, { "Value": "analytics_spotcheck", "Label": "Spot-check page analytics for drops in usage or spikes in errors" } ] }, { "Key": "monthlyTasks", "Type": "checkbox", "Label": "Monthly tasks", "HelpText": "Broader system checks and governance items", "Options": [ { "Value": "migration_checks", "Label": "Run migration and archival readiness checks" }, { "Value": "link_integrity", "Label": "Run broader link-integrity and redirect audits" }, { "Value": "retention_policy", "Label": "Review retention/archival candidate list and act or schedule" }, { "Value": "governance_review", "Label": "Review ownership assignments, SLAs, and handoffs" } ] }, { "Key": "healthScale", "Type": "scale", "Label": "Content System Health", "HelpText": "Quick overall assessment for this domain (1 = poor, 5 = excellent)", "Min": 1, "Max": 5 }, { "Key": "blocked", "Type": "textarea", "Label": "Blocked items or decisions needed", "HelpText": "Record blockers, approvals, or resources required so follow-up is clear" }, { "Key": "followups", "Type": "textarea", "Label": "Notes, follow-ups and next actions", "HelpText": "Who is assigned, what needs to happen, and by when" }, { "Key": "timeMinutes", "Type": "number", "Label": "Time spent (minutes)", "HelpText": "Estimate time spent on these checks today" }, { "Key": "confirm", "Type": "yesno", "Label": "Mark checklist as reviewed", "HelpText": "Confirm that the selected tasks reflect work actually performed" } ]