Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

Workflow Tools

Search Open Items Recent Activity Aging Exceptions Financial Exposure Reconciliation Integrity Export Filters

Rollout

Rollout Room Command Center Readiness Status Review Summary

Pulse

Pulse-style view of current workflow activity, unresolved work, balances, and recent movement across 4 P’s.

Monitor Insights Queue
Plans Active
1
Inspections Open
7
Claims Open
0
Invoices Open
0
Invoice Balance
$0.00
Payments Pending
0
Payments Total
$75.00

Pulse Notes

  1. Pulse is meant to answer: how active is the system right now?
  2. It combines open-work counts, balances, and recent movement into one screen.
  3. If pulse stays high for too long, drill into queue.php, watchlist.php, and reconciliation.php.
  4. Use snapshot.php and overview.php when you want a broader but less action-focused picture.
Signal Value Meaning
Plan activity rate 100.0% How much of the plan base is still active or open.
Inspection pressure 87.5% Share of inspection work still open.
Claim pressure 0.0% Share of claims still unresolved.
Invoice pressure 0.0% Share of invoices not yet settled.
Payment pending rate 0.0% Share of payments still in review or processing.
Type ID Record Status Date Open
Invoice 1 INV-1001 paid Apr 15, 2026 12:00 AM Open
Payment 1 Record #1 completed Apr 15, 2026 12:00 AM Open
Inspection 10 Record #10 in_progress Apr 10, 2026 12:00 AM Open
Inspection 9 Record #9 in_progress Apr 10, 2026 12:00 AM Open
Inspection 8 Record #8 in_progress Apr 10, 2026 12:00 AM Open
Inspection 7 Record #7 in_progress Apr 10, 2026 12:00 AM Open
Inspection 6 Record #6 in_progress Apr 10, 2026 12:00 AM Open
Inspection 5 Record #5 in_progress Apr 10, 2026 12:00 AM Open
Claim 1 CLM-1001 approved Mar 24, 2026 10:14 PM Open