Executive Viewer Quick-Start Checklist
Updated 2026-04-25
First-day and first-week checklist for Executive Viewers focused on operational visibility, not execution.
Use this checklist to get started as an Executive Viewer in NxtLayr. This role is focused on operational visibility, not workflow execution.
First-day checklist
- Sign in and confirm you land on Executive Overview
- Review application posture
- Review support trend indicators
- Review onboarding or readiness indicators
- Open Applications
- Open Entitlements
- Open Notifications
- Confirm notification preferences
First-week checklist
- Review operational trends regularly
- Review any high-risk issues or capacity signals
- Use read-only pages for posture and visibility
- Coordinate with Org Admins or operational roles when action is needed
Best practice
Use executive views for monitoring, escalation awareness, and strategic visibility rather than detailed operational action.