Loading projects and extracting tasks…
AI is analysing onboarding notes — this may take a moment
Loading projects and extracting tasks…
AI is analysing onboarding notes — this may take a moment
Review, edit and approve or reject submissions from ICs.
Loading SOC compliance data…
Fetching tasks from Rocketlane — this may take a minute on first load
This dashboard tracks SOC compliance for all Rocketlane projects that meet both of the following criteria:
Data uses the same Rocketlane cache as the Task Tracker (refreshed every 24h). SOC task data is cached separately and refreshed on demand.
| Status | Meaning in Rocketlane | Counts as Compliant? |
|---|---|---|
| Completed | Task marked done by assignee | Yes — all checks |
| To do | Task not yet started | No |
| In progress | Task started but not complete | No |
| MISSING | No matching task found in the project | No — task not set up |
| Not due yet | Check gate hasn't opened yet (see gate rules below) | Not evaluated |
Each check searches for tasks using substring matching — if any keyword appears anywhere inside the task name (case-insensitive), the task is considered a match.
If zero matching tasks are found, the check is reported as MISSING.
| ID | Label | Task Keywords | Gate | Pass Condition |
|---|---|---|---|---|
| SOC-7 | GLR MOM with Go-Live Date | go live readiness call · glr mom |
≤7 days before Go-Live | Completed |
| SOC-8 | Go-Live Communication Sent | live on zenoti |
3+ days after Go-Live | Completed |
| SOC-9 | Daily Usage Reports Shared | daily usage report · view daily usage reports post go-live |
Post Go-Live | Completed |
| SOC-10 | Onboarding Completion MOM Sent | onboarding complete (value delivery) |
Post Go-Live | Completed |
Internal tool for the IC and TPM team. Pulls active onboarding projects from Rocketlane and uses AI to extract structured tasks — everything in one place. Not for sharing with customers.
The main tab. Lists all active Rocketlane onboarding projects for the IC team's target regions: Europe, Africa, Australia & NZ, India, Middle East, South East Asia. Projects must have a go-live date on or after October 2025 and a name ending in "- Base App" to appear here.
Month view of all project go-live dates. Useful for spotting clashes or a busy week at a glance. Dates reflect any field overrides saved in Tab 1.
SOC tracking. Shows which services are in scope for each project, configuration milestone status, and outstanding actions derived from Rocketlane task data.
Team knowledge base for workshop tips, common issues, and process notes.
Curated links to internal tools — Jira, Rocketlane, Power BI dashboards, Confluence, and more. Each entry has a category, description, and optional POC contact.
Two-month date grid of planned IC and TPM leaves from Rocketlane. "L" = full day, "½" = half day.
| Action | Guest | IC | Admin |
|---|---|---|---|
| View all tabs | Yes | Yes | Yes |
| Add / edit / delete tasks | No | Own projects only | Any project |
| Edit project fields (go-live, centres, source software) | No | Own projects only | Any project |
| Submit KB entries | No | Yes | Yes |
| Approve / edit / delete KB entries | No | No | Yes |
| Add / edit handover notes for leaves | No | Own leaves only | Any leave |
| Add / delete ad-hoc leaves | No | Own only | Anyone |
| Add / edit / delete resources | No | No | Yes |
| Force refresh data from Rocketlane | No | No | Yes |
| Manage users | No | No | Yes |