© Matellio Inc. — Confidential — Internal Use Only
Dashboard
matellio AI EXIT PORTAL
0
Total Exits
all time
0
Closed
fully verified
0
In Progress
within SLA
0
Overdue
SLA breached
0
30-Min SLA
Termination /
Immediate Exit
IT Owner Breakdown
exits per engineer
SLA Performance
compliance rate
Asset Pipeline
asset stage breakdown
Recent Exits
click row to open checklist + AI assessment
IDEmployeeTypeLWDIT OwnerProgressExit StatusAsset StatusNOC
Exit Register
all exits · click row → checklist + AI assessment · 🗑 to delete
🔍
IDEmployeeDeptTypeLWDIT OwnerChecklistExit StatusAsset StatusAsset ConditionNOCActions
Log New Exit
HR fills this · triggers IT checklist + AI risk assessment + Outlook notification
⏱Select exit type — SLA and notification details appear here
✦ AI FEATURES — AUTO-TRIGGERED ON SUBMIT
→ Claude will generate a Risk Assessment for the IT team inside the checklist
→ Outlook notification opens pre-filled to: dakshr@matellio.com, ashish.garg@matellio.com, khaleel@matellio.com, ganesh.jat@matellio.com
SLA & Escalation Matrix
SOP-IT-IAM-001 §§10 & 11
Service Level Agreements — §11
ActionSLAAccountabilityIf MissedRef
New account creation⏱ 4 Working HoursIT Admin→ IT Head → CTO§11
Access modification⏱ 4 Working HoursIT Admin→ IT Head → CTO§11
Planned exit deactivation🔴 24 Hours from LWDIT Admin + HRSecurity incident → CTO + HR Head§11+12
Termination / Immediate Exit🚨 30 MINUTESIT AdminImmediate → CTO + COO§11+12
Vendor expiry📅 Expiry dateIT Admin→ Business Owner + IT Head§11
Tracker updateSame dayIT AdminWritten warning§11
90-day permanent deletion📅 LWD + 90 daysIT AdminCompliance breach§6.3
Escalation Matrix — §10
ScenarioLevel 1Level 2TimelineRef
Request pending >24 hrsIT HeadCTOAfter 24 hrs§10
Unauthorized account foundIT HeadCTO + COOIMMEDIATE§10
Security alert triggeredIT AdminIT Head → CTOWithin 1 hour§10
Exit deactivation delayed >24 hrsHR HeadCTOIMMEDIATE§10+12
Termination — 30-min SLA breachIT HeadCTO + COOIMMEDIATE§10+12
SOP violationIT HeadCTO + HRWithin 24 hrs§10
Suspected data breachCTOCOO + LegalIMMEDIATE§10
⏳ SLA Extend Request
Select an open exit and request a custom SLA extension · pending admin approval
⚠ SLA extensions require admin approval. Specify the additional time needed and provide a clear reason. On approval, the SLA deadline is automatically recalculated and updated.
Open Exits — Request SLA Extension
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Email Templates
copy into Outlook · fill [brackets]
Data Security & Access
storage · backup · access duration · upgrade path
🗄 Data Storage localStorage
💾All data saves in your browser's localStorage — persists between sessions on the same device and browser.
⚠️Device-specific. Different device or browser = different data. Clearing browser cache clears entries.
✅Same browser + same device = data persists indefinitely.
⏳ Access Duration Indefinite
♾️Standalone HTML file — no expiry, no subscription, no license. Works offline after first load.
📁Store in a restricted SharePoint folder or Teams channel. Protect it like a confidential document.
✦ AI (Claude) Claude API
🤖AI features use the Claude API (Anthropic). Each AI call sends exit details to the API and receives a generated response. No data is stored by Anthropic beyond the API call.
🔐No personally identifiable data is sent beyond what is needed for the analysis — name, department, exit type, access level, and reason.
💾 Backup Recommended
1️⃣Export JSON (built-in): Downloads all exit data. Save weekly to SharePoint or OneDrive.
2️⃣SharePoint List + Power Apps (upgrade): Full multi-user shared database. All 3 IT engineers and HR on same live data from any device.
✦ AI Insights — Claude Analysis
pattern detection · exit trends · risk summary · management recommendations
✦Claude analyses all exit data and generates written insights, pattern detection, risk flags, and management recommendations. Click "Generate Insights" to run.
Log at least one exit, then click "Generate Insights" to run Claude analysis.
Reports
filterable exit reports · visualisations · CSV export · print
Exits by Department
Exits by Reason
Exits by Type
SLA Performance by IT Owner
Asset & NOC Pipeline
Detailed Exit Report
filtered data · click row to open exit
Exit IDEmployeeDeptBranchTypeReasonLWD IT OwnerExit StatusChecklist %Asset StatusNOCDays Open
Change Requests
Pending approval · admin reviews and applies approved changes
User Management
create and manage portal users — admin and user roles
Portal Users
UsernameFull NameRoleEmailLast LoginStatusActions
Audit Log
every action by every user — timestamped and tamper-evident
Action Log
TimeActionExit IDFieldOld ValueNew ValuePerformed By
Checklist
🗑 Delete Exit Entry?
✦ AI-Generated Closure Report
Claude has drafted this report — review and copy to Outlook
✦ This report was fully drafted by Claude AI based on the exit record. Review before sending.

    

  










  

    
🔑 Change Password

    

    
    
    

      
      
    

    

      
      
    

    

      
      
    

    

      Password must be at least 8 characters. Use a mix of letters, numbers, and symbols for a strong password.
    

    

      
      
    

  






  

    
⏳ Request SLA Extension

    

    

      
CURRENT SLA DEADLINE

      
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Business hours exclude weekends. Calendar hours/days count continuously.

    

    

      
      
    

    
    

      
      
    

  






  

    
📋 Request a Change

    
This request will go to the Admin for approval. The change will only apply after approval.

    

    

    

      
      

    

    

    
    
    
    

      
      
    

  







  

    
👤 Create New User

    

    

    

    

    

      
    

    

      
      
    

  







  

    
Review Change Request