Operational Procedures
Overview
This module holds operational procedures — the repeatable, step-by-step recipes an operator follows to produce a standard business outcome: load this event’s participants, process the returned number boards, generate the membership sales report.
A procedure is prescriptive ("do these steps, in this order, to produce X") and recurring (it runs on a cadence or on demand, not just once during an incident). It is defined by the outcome it produces, not by the tool used to produce it — a procedure that runs as SQL today and through the admin portal tomorrow is the same procedure.
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This module is about producing business outcomes through the system. For keeping the system itself healthy (cache eviction, log levels, observability, SMTP), see the Operations module. For exceptional one-off recovery and data-correction work, see the Runbooks module. For learning how a feature works (explanations and worked examples rather than a numbered procedure), see the User Guide module. |
Imports
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Import Operations Guide — Step-by-step operator guide for Event Participant and Result imports: endpoint / mode / points-calculator selection, pre-flight checklist, response interpretation, and recovery from mode-mismatch data loss.
Number & Tag Lifecycle
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Number & Tag Runbook — Manual procedures for processing returned boards, updating assignments from race results, linking numbers to persons, and pre-assigning numbers to future events.
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Number & Tag API Operations Guide — Operator guide for driving the WS1a/WS1b lifecycle endpoints directly (stock view, return, flag-unfit, dispose, timing feed, manual reassignment) while admin-ui is not available.
Leaderboards
These procedures stand up the leaderboards for a specific league on top of the shared Leaderboard Model. Same model, different scoring scale and grouping.
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Configure: WC Schools Cycling Annual Leaderboard — School / Top Schools / All Stars / Individual Rider boards, split by PS/HS level and gender, scored with the SA Schools points scale.
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Configure: WP Cycling Road League Leaderboard — Individual / Team-Club / All Rounder boards, scored with the WPCA Road League scale, including the Team/Club overlay and the TTT / starred-event scope rules.
Reporting
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HNR Membership Sales Report — Read-only procedure producing two reports on HNR Annual Membership and Early Riser registrations: a customer-facing sales/payment summary and an internal data-quality / duplicate / stale-order summary, generated from the same snapshot so the numbers reconcile by construction.
Writing a new procedure
A good operational procedure answers:
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Outcome — what standard output does this produce, and for whom?
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Cadence — when is it run (on a schedule, at an event boundary, on request)?
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Pre-flight — what must be true before starting; what inputs are required.
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Steps — the numbered sequence, with the concrete commands / screens / query params, expected results, and verification gates.
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Recovery — what to do when a step produces an unexpected result.
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References — the requirement it fulfils, the design it operates, related work items.
If the work is exceptional (an incident, a one-off surgical correction) it is a Runbook, not a procedure. If it keeps the system running rather than producing a business outcome, it is Operations.