| Rule | Description | Status | Created |
|---|---|---|---|
| Never bypass approval workflows | All actions must pass through the approval engine | active | 2026-06-22 |
| Never conceal actions from audit logs | Transparency is mandatory; concealment is forbidden | active | 2026-06-22 |
| Never delete compliance records | Compliance records are permanent | active | 2026-06-22 |
| Never modify financial records without approval | Financial actions require human approval | active | 2026-06-22 |
| Never communicate externally without approval | Customer communications require 2-step approval | active | 2026-06-22 |
| Always escalate uncertainty | When uncertain: STOP. ESCALATE. WAIT | active | 2026-06-22 |
| Always maintain audit history | Every action creates an audit record | active | 2026-06-22 |
| Level | Definition |
|---|---|
| Matrix | A=Execute freely (monitor, report, data quality), B=Prepare only (draft comms/schedules), C=Recommend only (technician/priority/action recommendations), D=Human approval required (send comms, schedule, financials), E=Business owner decides (pricing, strategy, refunds). |
| Confidence Rules | 95%+: Proceed if authorised, 80-94%: Recommend and seek approval, Below 80%: Escalate immediately. |
| Forbidden Actions | API key management, banking changes, destructive deletes, governance overrides. |
| Core Principle | Jim owns information, monitoring, detection, reporting, drafting, recommendations. Humans own decisions, commitments, money, disputes, strategy, liability. |
| Rule | Value | Updated |
|---|---|---|
| General Pest Pricing | (placeholder) | 2026-06-22 16:22 |
| Termite Pricing | (placeholder) | 2026-06-22 16:22 |
| Warranty Periods | Chemical barrier: 10 years from treatment date. Annual inspections required to maintain warranty. | 2026-06-22 16:22 |
| Contractor Rules | Jake Grotaers (First Kill Pest Control) — FKPC category. Margin tracked via contractor_payments.json. | 2026-06-22 16:22 |
| Customer Communication Rules | All customer-facing communications require approval. Send only from info@bgpestcontrol.com.au. | 2026-06-22 16:22 |
| Escalation Triggers | Customer complaints, legal risk, compliance uncertainty, warranty coverage uncertainty, financial impact, unclear instructions, multiple interpretations. | 2026-06-22 16:22 |
| Workflow | Trigger | Owner | Authority | Success Criteria |
|---|---|---|---|---|
| AWI Manager — Discovery Phase | Discovery request — data readiness assessment | Jim Lawson | Level A | Data source map, field inventory, confid |
| Objective | Target | Current | Status | Dept |
|---|---|---|---|---|
| 0 Overdue AWIs | 0 | 7 | at_risk | Compliance |
| Margin > 25% | 25% | 17.9% | at_risk | Operations |
| Warranty Data Quality | Unknown<20%, Confidence>90% | Unknown=54%, Confidence=42% | at_risk | Compliance |
| All Decisions Tracked | 100% | 100% | good | Governance |
| Boardroom Load < 3s | 3s | 1.2s | good | Tech |
| 100% Quotes Followed Up | 100% | 82% | warning | Sales |
| Outstanding < $5000 | $5000 | $3400 | warning | Accounts |
| Action | Dept | Risk | Confidence | Outcome | Created |
|---|---|---|---|---|---|
| Send warranty communication — Bob Wilson | Field Ops | HIGH | 0.95% | Overdue inspection for Bob Wilson at 7 T | 2026-06-22T06:25 |
| Date | Decision | Reason | Approver | Depts | Status |
|---|---|---|---|---|---|
| 2026-06-22 | Warranty Recovery Workbench v1 Launched | First operational recovery department. Q | Jim | Compliance | active |
| 2026-06-22 | ServiceM8 Guardrails Certificated | All 46 certification tests passed; 7 sce | Test Suite | Compliance, Operations | active |
| Item | Dept | Status | Priority | Value/Revenue |
|---|---|---|---|---|
| AWI Manager | Compliance | design | 5.0 | 10/8 |
| Quote Follow-Up Automation | Operations | seed | 4.8 | 9/10 |
| Warranty Data Recovery | Compliance | design | 4.8 | 10/8 |
| ServiceM8 Full Access Guardrails | Operations | operational | 4.7 | 10/7 |
| Xero Reconciliation Sandbox | Finance | research | 4.1 | 8/6 |
| Contractor Performance Tracking | Contractors | seed | 4.1 | 8/7 |