GOA Onboarding Guide
General Office Admin (GOA) workflow reference. GOAs hold the goa role and serve as branch managers with oversight of all projects linked to their branch account.
Your Role
- Branch oversight — see every project assigned to your branch, from intake through delivery
- Project submission — submit new projects via the Intake wizard
- Calendar management — view and manage your branch’s inspection schedule
- Escalation authority — handle escalated RFIs and issues from schedulers
- Invoice recipient — receive and process invoices for your branch (including triage transfers)
Visibility
You see more than a scheduler but less than an admin:
- All projects for your branch across all schedulers
- Certification status and delivery tracking
- Invoice amounts and payment status
- Triage transfers originating from your branch
Key Pages
| Page | Path | Purpose |
|---|---|---|
| Dashboard | /dashboard | Branch overview |
| ActionCenter | /inbox | Submit projects, view intake |
| Calendar | /calendar | Branch inspection schedule |
| Schedule Changes | /schedule-changes | Manage schedule requests |
| Workbench | /projects | All branch projects |
| HoldingPool | /holding-pool | On-hold projects |
| DeskReviewQueue | /desk-review | Desk review queue |
| RFIs | /rfis | Open RFIs |
| Escalations | /escalations | Escalation management |
Daily Routine
- Open Dashboard — branch-level morning briefing
- Review RFIs — especially escalated items
- Check Calendar — confirm upcoming inspections
- Monitor HoldingPool — watch for 30-day warnings and 45-day triage transfers
- Review certifications and invoices as they are delivered
Project Lifecycle
Intake -> Scheduled -> In Progress -> Field Complete -> Ready for Cert -> Certified -> Invoiced -> Closed
As GOA, you have visibility across the full lifecycle. Your primary intervention points are:
- Intake — submit or review new projects
- Scheduled — manage calendar conflicts
- RFI resolution — escalated RFIs come to you when schedulers don’t respond
- Invoice receipt — process invoices for payment
Certifications & Invoices
- Cert packages are generated by UP and delivered to the scheduler for jurisdiction forwarding
- Invoices are sent to accounts payable (your team)
- You can view cert status and invoice status in the project detail view
Triage & the 45-Day Rule
When projects from your branch exceed 45 days:
- They transfer to the Triage team
- The original scheduler loses access
- You retain visibility — you can still see the project
- Invoices still route to your branch for payment
Correspondence
All conversations are project-linked. See correspondence. As GOA, you see all conversation threads across your branch’s projects.