Audit

Audit-style review of data completeness, missing links, balance mismatches, and schema readiness across 4 P’s.

Help System Status Reports

OK Checks

17

Warnings

1

Critical Issues

0

Total Checks

18

Group	Audit Check	Count	Status	Note
Properties	Properties missing customer link	0	OK	Each property should normally be linked to a customer.
Plans	Plans missing customer link	0	OK	Plans should normally be attached to a customer.
Plans	Plans missing property link	0	OK	Plans should normally be attached to a property.
Inspections	Inspections missing customer link	0	OK	Inspection records work best when linked to the full chain.
Inspections	Inspections missing property link	0	OK	Inspection records work best when linked to the full chain.
Inspections	Inspections missing plan link	7	Warning	Inspection records work best when linked to the full chain.
Claims	Claims missing customer link	0	OK	Claims should ideally connect to the customer, property, plan, and inspection.
Claims	Claims missing property link	0	OK	Claims should ideally connect to the customer, property, plan, and inspection.
Claims	Claims missing plan link	0	OK	Claims should ideally connect to the customer, property, plan, and inspection.
Claims	Claims missing inspection link	0	OK	Claims should ideally connect to the customer, property, plan, and inspection.
Claim Items	Claim items missing parent claim	0	OK	Claim items should be attached to a parent claim.
Inspection Items	Inspection items missing parent inspection	0	OK	Inspection items should be attached to a parent inspection.
Invoices	Invoices missing customer link	0	OK	Invoices should be linked wherever applicable.
Invoices	Invoices missing property link	0	OK	Invoices should be linked wherever applicable.
Invoices	Invoices missing claim link	0	OK	Invoices should be linked wherever applicable.
Invoices	Invoice total / paid / balance mismatch	0	OK	Total should normally equal paid amount plus balance due.
Payments	Payments missing invoice link	0	OK	Payments should normally be attached to an invoice.
Payments	Payments with zero or negative amount	0	OK	Recorded payments should normally be positive.