Daily
- glance over files displayed on your dashboard for classification and fund matching as they are added to your library
- use the teach dialogue to improve future strategy classification and document type prediction by the machine. Use TEACH best practices described below
- when a file is inaccurately matched to a fund, use the Modify panel to assign the correct fund. If required create an alias for the fund. You do that from the Local Fund List page
Weekly
- Delete duplicate files
- use the Navigation menu to go to Settings / Advanced. Do so regularly.
Monthly
- add any new funds to your local fund list
- add any fund aliases as required
- perform +mlt searches on misclassified files and teach them those files correctly as a batch
- review your portfolios for content and fund list. Delete or add new funds to your portfolio lists
Quarterly
- review all member user status (Admin only). Disable users to revoke user access privileges
- review contributor, user, contact, and distribution lists. Add or remove contacts to update lists.
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