Glossary
Multi-site operations glossary
Definitions for the terms operators, auditors, and platform teams use every day. Citation-friendly and updated as the field evolves.
SOP (Standard Operating Procedure)
- A documented, repeatable procedure that describes how a task should be performed to a defined standard. In PULSE, SOPs live in the Playbooks module with version history, scheduled reviews, and training assignments.
Multi-site operations
- The discipline of running consistent operations across multiple physical locations, branches, sites, or franchisees, with shared standards, training, and reporting.
Rulebook
- PULSE's policy library: high-level statements of how the business operates. Rulebook entries are versioned, reviewed on a cadence, and linked to playbooks and training.
Playbook
- A step-by-step procedure or runbook for a specific task, owned by a team and assigned for training. Playbooks pair with Rulebook policies.
Pack
- PULSE's people module: the directory, multi-site assignments, performance reviews, certifications, and private manager notes.
Signal
- A structured intake channel for incidents, ideas and feedback. Signals can auto-create tasks, notify Slack, and roll up into reporting.
Hazard register
- A live record of identified hazards in the workplace, who reported them, their severity, and what controls are in place. PULSE supports public QR-based hazard reporting.
Risk matrix
- A grid that scores risks by likelihood and consequence to prioritise treatment. PULSE risk module is aligned with ISO 31000.
ISO 31000
- The international standard for risk management principles, framework, and process. PULSE Risk follows the ISO 31000 lifecycle.
LMS (Learning Management System)
- A platform for delivering, tracking, and certifying training. PULSE Learn ships block-based content, gamified learning, and timed quizzes.
Tenant isolation
- An architectural pattern where each customer's data is stored in a fully separated logical or physical container. PULSE uses per-tenant database schemas with request-time scoping.
Append-only audit
- An audit log that cannot be modified or deleted after the fact. PULSE enforces this at the database layer with a trigger.
Step-up authentication
- Requiring an additional authentication factor before performing a sensitive action, even if the user is already signed in.
Branch (in PULSE)
- A logical site or location used to scope permissions, dashboards, and reports. Users can belong to one or many branches.
Compliance cycle
- An automated review cadence for SOPs and policies, with reminders, owner attestation, and an audit trail of past reviews.
Goals / OKRs
- Hierarchical objectives and key results used to align teams. PULSE Execute supports goal trees with progress rollups and dependencies.
Continuous improvement
- A formal lifecycle for capturing lessons learned and iterating on the way work is done. PULSE supports a five-status improvement loop.
Porter (PULSE AI)
- PULSE's tenant-aware AI assistant. Porter answers using only the data the current user is allowed to see and cannot invoke privileged actions.
Tenant
- A single customer workspace, isolated from every other workspace at the data layer.
Control plane
- The separate set of services and UI used by platform staff to operate the PULSE platform itself. Has its own auth, sessions, and roles.
Integrations Hub
- PULSE's tenant-facing surface for managing connected services — Slack, Microsoft Teams, Microsoft Entra, Outlook, Xero, QuickBooks, payroll providers — in one place, with per-tenant credentials and audit.
Data Import Hub
- PULSE's tenant-facing directory of one-shot importers that pull existing content from SharePoint, Dropbox, Google Drive, Workday, Notion, Confluence and other source systems into the right module.
AI Course Creator
- A Learn-module helper that drafts a full course from your existing Rulebook entries and Playbooks. A human reviewer polishes and publishes; PULSE never publishes AI-drafted content automatically.