PKPEEK Docs
Docs/Screen index

All PEEK screens

Every PEEK Administration Center screen by group, with its primary action and required capability.

Live walkthrough · All PEEK screens
/peek/customers

Click a screen ID to open it for the demonstration tenant. Each group links to its detailed guides in this documentation.

1. Customer Setup

ScreenTitlePrimary actionCapability
1.1Department & Agency SelectionSave organization scopeorganization.read, customer.draft
1.1AOrganization Source UnavailableRetry or save draftorganization.read, customer.draft
1.2Organization & Office ReviewConfirm reviewed mappingcustomer.draft
1.3Customer Scope & AdministratorsPrepare customer recordcustomer.draft
1.3ADepartment-wide Customer ScopeReview department scopecustomer.draft
1.4Modules & SubscriptionsStage entitlement changeentitlement.manage
1.5Activation ReadinessActivate approved tenantcustomer.activate
1.5ACustomer Activation CompleteOpen customer governance recordcustomer.read
1.6Customer DirectoryOpen customercustomer.read
1.7Organization Changes & ImpactStage reviewed mapping changeorganization.change
1.8Agency Identity & Sign-inValidate and publish identity configurationidentity.configure
1.9Initial Agency Administrator HandoffComplete verified handoffinitial_admin.verify
1.10Module Capabilities & DependenciesPublish reviewed capability manifestcatalog.publish
1.11Module Change & Continuity ReviewReview planned change and continuityentitlement.manage, change.review

2. People & Authority

ScreenTitlePrimary actionCapability
2.1Administrative Roles & DelegationPublish role catalogrole_catalog.publish
2.2Persona Templates & DelegationRelease persona templatepersona_catalog.publish

3. Policies & Workflows

ScreenTitlePrimary actionCapability
3.1Customer Policy CenterOpen or draft policy configurationpolicy.read, policy.draft
3.2Policy Scope & InheritanceSimulate scope changepolicy.simulate
3.3Recommended Policy SettingsPublish recommendationpolicy.recommend
3.4Acquisition Lifecycle WorkflowRelease workflow templateworkflow_catalog.publish
3.5Policy Authorization & Release RoutingRoute authorized configuration for releasepolicy.release
3.6Templates & Document RulesPublish template versiontemplate_catalog.publish
3.7Policy Exceptions & ExpirationReview and schedule exceptionexception.review
3.8Test & Publish ConfigurationPublish approved versionconfiguration.publish
3.9History & Controlled RollbackStage rollbackconfiguration.rollback
3.10Policy Sources & ApplicabilityReview applicabilityauthority.review
3.11Handoff & Synchronization GovernancePublish handoff governance profilehandoff_policy.publish

4. SI Services

ScreenTitlePrimary actionCapability
4.1SI Services OverviewOpen service governancesi_governance.read
4.2Service & Connection ApprovalApprove governance profilesi_profile.publish
4.3Persona Access RecommendationsRelease recommendationsi_recommendation.publish
4.4Permitted Uses & Data BoundariesPublish processing boundarysi_boundary.publish
4.5Sigma Companion & Service RoutingValidate routesi_route.publish
4.6Customer Portal PreviewChange preview scenariopreview.use
4.7Usage & Service ContinuityReview continuity optionssi_governance.read, si.restrict
4.8Review Publish & SuspendPublish or suspendsi_configuration.release, si.restrict
4.9SI Use Cases & Approval EvidenceReview evidencesi_evidence.review
4.10SI Credential Governance & OwnershipPublish credential governancecredential_policy.publish

5. Agents & Governors

ScreenTitlePrimary actionCapability
5.1Agency Automation OverviewOpen agent profileagent_governance.read
5.2Recommended Agent TemplatesPublish recommended templateagent_template.publish
5.3Governors & Action BoundariesPublish governor profilegovernor.publish
5.4Execution Identity & ConnectionsValidate execution profileexecution_profile.publish
5.5Communication Rules & PreviewPreview communication rulecommunication_policy.publish, preview.use
5.6Simulation & Release ReviewRelease reviewed versionsimulation.run, agent_template.publish
5.7Suspend Recover & Execution HistorySuspend or stage recoveryagent.restrict, recovery.review

6. Data & Connections

ScreenTitlePrimary actionCapability
6.1Connection Governance OverviewOpen source governanceconnection_governance.read
6.2Approved Connector CatalogRelease connector capabilityconnector_catalog.publish
6.3Connection Methods & Technical BoundariesPublish method policyconnection_method.publish
6.4Data Access & Permitted UsePublish permitted-use profiledata_use_policy.publish
6.5Delegated Connection AdministrationPublish delegation profileconnection_delegation.publish
6.6Customer Setup Guidance PreviewPreview setup guidancepreview.use
6.7Exception & Connector Change ReviewApprove bounded connector changeconnector_change.review
6.8Connection Oversight & InterventionSuspend affected capabilityconnection.restrict

7. Experience & Studio

ScreenTitlePrimary actionCapability
7.1Experience & Studio OverviewOpen experience governanceexperience_governance.read
7.2Persona Experience RecommendationsRelease experience templateexperience_template.publish
7.3Navigation & Module Visibility RulesPreview navigation rulesnavigation_policy.publish, preview.use
7.4Branding & Layout BoundariesPublish branding boundariesbranding_policy.publish
7.5Studio Component Catalog & BoundariesRelease component versioncomponent_catalog.publish
7.6Studio Roles & Publishing AuthorityPublish role boundaryexperience_role.publish
7.7Customer Experience PreviewSwitch synthetic previewpreview.use
7.8Experience Release & Rollback GovernanceRelease platform componentcomponent_release.publish, configuration.rollback

8. Oversight & Audit

ScreenTitlePrimary actionCapability
8.1PEEK Support AccessActivate approved support windowsupport.request, support.review
8.2Access & Credential AuditReview or export authorized auditaudit.read, audit.export
8.3Customer Governance OverviewOpen scoped issuegovernance.read
8.4Policy Drift & ExceptionsRoute remediationdrift.review
8.5Incident & Intervention ReviewApply authorized containmentincident.contain
8.6Recovery & Reactivation ReviewAuthorize staged reactivationrecovery.review
8.7Governance Evidence & Customer ReportsGenerate authorized reportreport.generate
8.8Retention Offboarding & ClosureExecute approved closure stepoffboarding.execute