Knowledge library

SOPs tell people what to do. AOPs give AI agents complete instructions.

FOR PEOPLE

Standard operating procedures

2

SHarker & Vance — business profileHarker & Vance is a restaurant and bar with video lottery terminals (VLTs) in Dell Rapids, South Dakota, organized as a South Dakota LLC.57m ago›SOperating rhythmAll times are local. Each task links to its executable procedure in aops/.57m ago›

FOR AGENTS

Agent operating procedures

34

ABeer and keg order cartGoal: stage the weekly Dakota Beverage order without submitting it. Actor: Marcus. Trigger: every Tuesday, 09:20. Prerequisite: Monday's bar count (aops/bar-inventory-count.md) for on-hand kegs and keg-deposit balance.Available›ABiweekly payroll runGoal: enter tips, verify the payroll, meet the submission deadline, and confirm the tax deposit. Actor: Dana. Trigger: pay-week Tuesday (every two weeks), 13:10. Prerequisites: Marcus's punch exceptions cleared (aops/time-punch-corrections.md) and a balanced tip-pool control total (aops/tip-pool-allocation.md).Available›ACatering quote and BEOGoal: quote a catering inquiry from approved packages and keep a single authoritative BEO version. Actor: Dana. Trigger: a catering inquiry arrives, or event details change.Available›ACertification expiry sweepGoal: remind staff before credentials expire and keep expired credentials out of the schedule. Actor: Dana. Trigger: periodic sweep of the certification tracker.Available›AChargeback responseGoal: assemble and stage a factual, on-time chargeback response. Actor: Dana. Trigger: a dispute appears in TapTab Disputes.Available›ADaily closing routineGoal: close the day with cash dropped, logs complete, and exceptions owned. Actor: Marcus. Trigger: every night, 23:18.Available›ADaily opening routineGoal: open the restaurant with all controls passing and exceptions owned. Actor: Marcus. Trigger: every morning, 08:55.Available›ADaily sales log and deposit checkGoal: verify yesterday's sales, card settlement, and bank deposit, and triage the business inbox. Actor: Dana. Trigger: every morning, 07:05. Prerequisites: TapTab POS, TapTab Payments, Daily Flash workbook, Prairie State Bank, TownMail.Available›ADelivery payout reconciliationGoal: verify the DashDrop weekly payout against POS delivery sales and the bank deposit. Actor: Dana. Trigger: weekly, when the DashDrop payout statement posts (Friday morning).Available›ADraft-line service exceptionGoal: contain a missed draft-line cleaning and low backup CO2 until a completed service record exists. Actor: Marcus. Trigger: the Maintenance log shows an overdue draft-line cleaning with no completed service record, or backup CO2 below par.Available›AHoliday hours fan-outGoal: propagate approved holiday dates and hours to every public channel with per-channel verification. Actor: Dana. Trigger: holiday dates, hours, and event notes approved in the business-facts calendar.Available›ALinen delivery reconciliationGoal: catch quantity differences between standing linen order, delivery, and invoice. Actor: Marcus. Trigger: every Tuesday, 09:30.Available›AMonth-end inventory countGoal: record the signed full physical count that feeds the monthly COGS lock. Actor: Marcus. Trigger: last day of each month, 15:40. Prerequisite: a physically signed count sheet.Available›AMonthly close packageGoal: lock month-end inventory, reconcile COGS, and hand the accountant a complete, honest package. Actor: Dana. Prerequisite: Marcus's month-end count entered (aops/month-end-inventory-count.md).Available›AMonthly operating metricsGoal: refresh the monthly metrics with verifiable sources and open questions instead of invented causes. Actor: Dana. Trigger: third Monday of each month, 12:10.Available›AMonthly sales-tax filingGoal: file the South Dakota sales-tax return from reconciled figures. Actor: Dana. Trigger: the 20th of each month, 10:10.Available›APOS connectivity incidentGoal: log an internet/POS outage, run offline per the approved checklist, and reconcile queued transactions after restore. Actor: Marcus. Trigger: loss of connectivity affecting POS, delivery, or guest systems.Available›APaper mail filing and phishing triageGoal: label scanned mail, file documents predictably, quarantine phishing, and calendar verified deadlines. Actor: Dana. Trigger: every Friday, 09:10.Available›AProduce order draftGoal: stage the weekly produce order from the count-and-par note. Actor: Marcus. Trigger: every Tuesday, 09:12.Available›AReview response triageGoal: draft grounded review replies and keep sensitive items with a human. Actor: Dana. Trigger: every Friday, 15:15.Available›AShift callout coverageGoal: request replacement coverage for a same-day callout without creating overtime, minor-labor, or certification violations. Actor: Marcus. Trigger: a same-day callout message.Available›ASupplier credit disputeGoal: convert a rejected/damaged delivery into a documented credit claim and protect payment until it posts. Actor: Dana. Trigger: a receiving-log row with rejected quantity and claim status "credit requested".Available›ASupplier invoice entry and bill-pay stagingGoal: enter supplier invoices without duplicates and stage the payment batch for human submission. Actor: Dana. Trigger: every Wednesday, 08:45.Available›ATime-punch correctionsGoal: clear the pre-payroll punch exception list so the payroll export can run. Actor: Marcus. Trigger: pay-week Tuesday, 12:40 (before Dana's 13:10 tips entry).Available›ATrivia night resultsGoal: record trivia scores and stage the winner communications. Actor: Marcus. Trigger: every Thursday, 14:00.Available›AVLT meter entryGoal: record dual-signed machine meters and collection cash at each route operator visit. Actor: Marcus. Trigger: every Monday, 10:12, during the route-operator visit.Available›AVLT weekly reconciliationGoal: reconcile the VLT operator statement against the signed meter sheet and the bank ACH. Actor: Dana. Trigger: every Wednesday, 11:05. Prerequisite: Marcus's dual-signed meter rows (aops/vlt-meter-entry.md).Available›AVendor onboardingGoal: set up a new vendor with safe payment details and orderable items. Actors: Dana (record), Marcus (order guide). Trigger: a new vendor is approved for use.Available›AWeekend confirmations and staff broadcastGoal: confirm weekend reservations, resolve capacity conflicts safely, and stage the weekend staff briefing. Actor: Marcus. Trigger: every Friday, 13:55.Available›AWeekly bar inventory countGoal: record the signed bar count and surface usage outliers and keg deposits. Actor: Marcus. Trigger: every Monday, 10:00. Prerequisite: a physically signed count sheet.Available›AWeekly exports, dashboard, and cash forecastGoal: close the sales week into the analytics dashboard and refresh the two-week cash forecast. Actor: Dana. Trigger: every Monday, 08:05.Available›AWeekly schedule and overtime watchGoal: publish a fully covered, compliant schedule and keep weekly labor on pace. Actor: Marcus.Available›AWeekly specials and social postGoal: publish the approved weekly specials to the template and stage the social post. Actor: Dana. Trigger: every Thursday, 13:15.Available›AWeekly tip-pool allocationGoal: allocate the week's tips by the approved formula with a balanced control total for payroll. Actor: Marcus. Trigger: every Monday, 11:05.Available›