# Use Mr. Bee for information and reviewed changes

Category: Setup and support

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

Navigation: `Command` -> `AI Command`.

### Ask for information or a plan

1. Choose the school scope. `All visible schools` can be used for a summary, but one exact school is required before AI can stage data changes.
2. Enter a specific request in the Mr. Bee command box.
3. Select `Review command`.
4. Read the response and use the linked dashboard workflow to verify the underlying records.

Useful examples:

- `What needs my attention today? Prioritize incidents, overdue invoices, unread family messages, staffing, attendance, and unsent daily reports.`
- `Summarize today's exceptions for this school. Do not change data.`
- `Draft a warm reminder for the Johnson family about their requested document. Do not send it.`
- `Show me which open invoices need director review. Do not charge or edit anything.`

### Ask Mr. Bee to stage an exact change

Mr. Bee can stage ordinary family, guardian, child, school, enrollment, classroom, open-invoice, and weekly tuition changes. It cannot create a new family or child; use the intake workflow for that.

1. Choose one exact school.
2. Include the exact person or record, the exact new value, and the effective date or week.
3. Select `Review command`.
4. If a change is possible, review the `Confirm the exact changes` panel.
5. Check every target name, action, and new value in the displayed patch.
6. Select `Confirm and apply` only when every item is correct.
7. Select `Cancel` if any target, amount, classroom, status, or date is wrong, then rewrite the request more precisely.
8. Reopen the normal family, child, enrollment, billing, or school screen and verify the saved result.

Safer change examples:

- `At [school], move [child full name] to enrolled in [classroom]. Stage the change for my review.`
- `At [school], update [family name]'s billing email to [email]. Stage only that field.`
- `At [school], set [child full name]'s weekly tuition to $250, billing cycle weekly, start week 2026-W33, enabled. Do not create an invoice, save a card, or change autopay.`
- `At [school], update open invoice [invoice number] to $125 due 2026-08-14 with description [text]. Do not submit a payment.`

Mr. Bee is blocked from changing access, roles, authentication, invitations, PINs, payments, refunds, payouts, autopay, message sending, deletions, merges, or provider settings. It may draft a message, but a staff member must review and send it from the communication workflow.

AI can carry out an exact, approved billing update; it must not decide what a family should owe. Do not use AI as the final decision-maker for billing policy, safety, custody, medical, legal, licensing, or compliance matters.

## Verify the result

Inspect the exact proposed patch, then verify approved changes in the normal record.

## If something goes wrong

Never delegate custody, safety, medical or payment-policy decisions to AI. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_DAY_ONE_QUICK_START_GUIDE.md — 10. Use Mr. Bee to Help With Director Work. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.