EnergyAE / Knowledge Base

Weekly Admin Ritual

Tasks to complete at least once per week.

The following tasks must be checked at the end of each day:

  1. Timesheet is up to date (EMO)
  2. Your projects are up to date on EMO WIP sheet
  3. Update the EnergyAE Consulting Monday.com board for your projects
    1. Hint: filter to your projects only
    2. Update checklists within cards
    3. Ensure items have the correct status: Waiting on EnergyAE, Waiting on Client, Waiting on Regulators

The following tasks must be checked at the end of each week:

  1. Check VEU + TESSA portal for any pending applications
  2. Check Xero for any overdue invoices. If more than 7 days overdue, send a reminder email.