Northside Service Co. (invented sample data)
Monday, November 09, 2026
The automatic actions below were applied to a copy of the sample directory. No real system was touched.
| Person | Action | Detail | Why |
|---|---|---|---|
| Sofia Marchetti smarchetti | Update groups | add Accounting Tool, Office; remove Dispatch, Scheduling Tool | Moved from Dispatch to Office in HR |
| Isabel Greaves ifontaine | Rename | Isabel Fontaine becomes Isabel Greaves; new address igreaves@northsideservice.example, ifontaine@northsideservice.example kept as an alias so no mail is lost | Name changed in HR |
| Peter Novak pnovak | Disable account | Sign-in blocked | Last day was 2026-11-06 |
| Peter Novak pnovak | Remove from groups | All Staff, Field Technicians, Mobile Devices | Leavers keep no group access |
| Peter Novak pnovak | Forward mail to manager | moyelaran@northsideservice.example | Mail goes to their manager, Marcus Oyelaran, so customers still get an answer |
| Yusuf Demir ydemir | Disable account | Sign-in blocked | Last day was 2026-11-07 |
| Yusuf Demir ydemir | Remove from groups | All Staff, Sales, Quoting Tool | Leavers keep no group access |
| Yusuf Demir ydemir | Forward mail to manager | cmendes@northsideservice.example | Mail goes to their manager, Carlos Mendes, so customers still get an answer |
| Jane Smith jsmith2 | Create account | jsmith2@northsideservice.example (jsmith is already in use) | Starts today in Field Service and has no account |
| Jane Smith jsmith2 | Assign licence | Frontline | Field Service staff get the Frontline licence |
| Jane Smith jsmith2 | Add to groups | All Staff, Field Technicians, Mobile Devices | Standard groups for Field Service |
| Diego Alvarado dalvarado | Create account | dalvarado@northsideservice.example | Starts today in Dispatch and has no account |
| Diego Alvarado dalvarado | Assign licence | Standard | Dispatch staff get the Standard licence |
| Diego Alvarado dalvarado | Add to groups | All Staff, Dispatch, Scheduling Tool | Standard groups for Dispatch |
| Mei Tanaka mtanaka | Create account | mtanaka@northsideservice.example | Starts on 2026-11-16 in Sales and has no account |
| Mei Tanaka mtanaka | Assign licence | Standard | Sales staff get the Standard licence |
| Mei Tanaka mtanaka | Add to groups | All Staff, Sales, Quoting Tool | Standard groups for Sales |
These are never carried out automatically.
| Person | Action | Detail | Why |
|---|---|---|---|
| Peter Novak pnovak | Remove licence | Frontline | Stops paying for the licence, but the mailbox may need archiving first, so a person should confirm |
| Yusuf Demir ydemir | Remove licence | Standard | Stops paying for the licence, but the mailbox may need archiving first, so a person should confirm |
| Kyle Bishop kbishop | Review account with no HR record | Enabled account, licence: Frontline, groups: All Staff, Field Technicians | No HR record matches this account. It could be a contractor, a shared login or a leaver who was missed, so a person must decide. Never removed automatically |