Build a restaurant CAM queue
Use one queue row per site and statement year.
Rank rows by known dates, file state, and review need. Do not rank by guesswork.
A lease group guide calls for one check per annual CAM bill. It tracks audit dates and lease terms.
A group total cannot replace each site's evidence file.
Set a firm row key
Use this key for every row:
Client + site + lease + statement year
That key keeps documents from crossing locations. It also keeps years apart.
Use a firm site code when street names change. Keep the legal client name too.
Add the queue fields
Queue rank sets work order. Site files still prove each call.
| Field | What it holds |
|---|---|
| Client | Legal client name |
| Site | Address or firm site code |
| Lease | Signed lease name |
| Statement year | CAM period under review |
| Lease type | Gross, net, or mixed terms |
| Landlord | Name shown on the bill |
| Statement date | Date printed on the statement |
| Delivery proof | Email or other receipt |
| Notice text | Exact signed lease words |
| Possible notice date | Sourced date needing review |
| Ratio change | Directional screen only |
| File state | Ready or named gap |
| Review stage | Current work state |
| Reviewer | Named firm owner |
| Stop code | Reason work cannot move |
| Next action | One clear step |
Do not label a possible date as final. Let counsel guide unclear rights.
Use six work stages
Give each row one stage:
| Stage | Entry rule | Exit rule |
|---|---|---|
| Logged | Site and year exist | Core files checked |
| Needs files | One core file is absent | File arrives or row closes |
| Ready | Core files are present | Reviewer starts work |
| In review | Source tests have started | Firm decision is recorded |
| Firm review | Source and math are ready | Named reviewer signs |
| Closed | Close reason has a source | Keep the source packet |
Closed does not mean money returned. It only records the review end.
Add four stop codes
Use short codes across all sites:
FILE: A core source is missing.DATE: Delivery proof is missing.TERM: Lease meaning needs firm review.LEGAL: Counsel needs to review rights.
Do not fill a gap from memory. Name one owner for the next step.
Rank the queue
Use this order:
- Put sourced notice dates first.
- Put complete file sets next.
- Group rows by named reviewer.
- Use ratio changes as a tie break.
- Keep missing files in a request lane.
The study came from Restaurant.org.
Its 2024 results split restaurants by type and location.
The source says these figures help managers. They are not standards or goals.
Use them only for context.
A high ratio cannot prove a wrong charge. The lease and statement must support that call.
Walk three sample rows
This example is fictional. All names and dates are made up.
| Site | File state | Possible date | Stage | Next action |
|---|---|---|---|---|
| Cedar Grill | Ready | August 15 | Firm review | Named reviewer signs |
| Elm Cafe | Lease missing | Unknown | Needs files | Ask for signed lease |
| Pine Kitchen | Ready | July 29 | In review | Send date to counsel |
Pine ranks first because its sourced date is closer. Counsel still decides its meaning.
Cedar has a complete packet. It stays behind Pine in this sample.
Elm does not enter CAM testing. Its lease request remains open.
The queue changes work order. It does not predict an outcome.
Copy this CSV header
Copy this header into your queue:
client,site,lease,statement_year,lease_type,landlord,statement_date,delivery_proof,notice_text,possible_notice_date,ratio_change,file_state,review_stage,reviewer,stop_code,next_action
Xenia describes common review forms and shared status views. Use that idea for work steps only.
Xenia does not test lease or CAM files. Keep food and labor outside this CAM queue.
Keep POS and menu work outside it too.
Move ready sites to the site cost audit card.
Send ratio flags to the CAM variance bridge.
Pass checked costs to the lease cost gate.
The restaurant advisor pillar maps each queued site's move.
Assign other site owners from the Practice Growth hub.
Pull each queue step from the franchise consultant hub.
Place the queue on your franchise consultant page.
Where CAMAudit fits
Restaurant advisors own the queue and site order.
CAMAudit reads eligible lease and CAM files. It can run repeat CAM math.
Its report links approved findings to source lines. Each row keeps its source path.
Your firm reviews and signs the branded CAM audit. You then close the row.
An approved queue item may support a dispute letter draft. The assigned firm reviewer checks it.
It is not legal advice. Have counsel review before sending.
Use the service line guide to set firm roles.