Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

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Rollout

Rollout Room Command Center Readiness Status Review Summary

Integrity

Data integrity review for linked records, required field coverage, amount consistency, and status readiness across 4 P’s.

Relationships Audit Diagnostics
OK Checks
19
Warnings
1
Critical Issues
0
Total Checks
20
Group Integrity Check Count Status Note
Customers Missing customer email 0 OK Email is usually helpful for notices and billing.
Properties Property missing customer 0 OK Properties should normally be tied to a customer.
Plans Plan missing customer 0 OK Plans should sit in the customer/property chain.
Plans Plan missing property 0 OK Plans should sit in the customer/property chain.
Plans Plan missing name 0 OK Plans should normally have a recognizable plan name.
Inspections Inspection missing customer 0 OK Inspection workflow works best when fully linked.
Inspections Inspection missing property 0 OK Inspection workflow works best when fully linked.
Inspections Inspection missing plan 7 Warning Inspection workflow works best when fully linked.
Inspections Inspection missing status 0 OK Inspection records should have a usable status.
Claims Claim missing customer 0 OK Claims should ideally connect to the full service chain.
Claims Claim missing property 0 OK Claims should ideally connect to the full service chain.
Claims Claim missing plan 0 OK Claims should ideally connect to the full service chain.
Claims Claim missing inspection 0 OK Claims should ideally connect to the full service chain.
Invoices Invoice missing customer 0 OK Invoices should retain their core business links when available.
Invoices Invoice missing property 0 OK Invoices should retain their core business links when available.
Invoices Invoice missing claim 0 OK Invoices should retain their core business links when available.
Invoices Invoice total / paid / balance mismatch 0 OK Invoice total should normally equal paid plus balance.
Payments Payment missing invoice 0 OK Payments should normally point to an invoice.
Payments Zero or negative payment amount 0 OK Payments should normally be positive amounts.
Payments Payment missing status 0 OK Payment records should have a status for reporting clarity.