Dashboard Queue Workflow Hub

Main

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

Workflow Center

Workflow-center view of active records, current load, tracked amounts, and recent items across 4 P’s.

Status Board Activity Log Queue
  1. Workflow Center is a middle ground between a dashboard and a work queue.
  2. It shows each major workflow section with totals, open load, and a short current list.
  3. The mixed recent list helps you spot what moved most recently across the whole platform.
  4. Use queue, watchlist, reconciliation, and integrity pages when a section needs deeper follow-up.
Total Open Work
8
Tracked Amount
$289.99
Workflow Sections
5

Plans

Total: 1
Open: 1
Amount: $29.99
ID Record Status Date Amount Open
1 4 P’s Standard Protection Plan active Mar 24, 2026 10:06 PM $29.99 Open

Inspections

Total: 8
Open: 7
Amount: —
ID Record Status Date Amount Open
10 Record #10 in_progress Apr 10, 2026 12:00 AM — Open
9 Record #9 in_progress Apr 10, 2026 12:00 AM — Open
8 Record #8 in_progress Apr 10, 2026 12:00 AM — Open
7 Record #7 in_progress Apr 10, 2026 12:00 AM — Open
6 Record #6 in_progress Apr 10, 2026 12:00 AM — Open
5 Record #5 in_progress Apr 10, 2026 12:00 AM — Open
4 Record #4 in_progress Apr 10, 2026 12:00 AM — Open

Claims

Total: 1
Open: 0
Amount: $185.00
No open rows found.

Invoices

Total: 1
Open: 0
Amount: —
No open rows found.

Payments

Total: 1
Open: 0
Amount: $75.00
No open rows found.

Recent Mixed Workflow

Most recent active items
Type ID Record Status Date Amount Open
Inspections 10 Record #10 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 9 Record #9 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 8 Record #8 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 7 Record #7 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 6 Record #6 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 5 Record #5 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 4 Record #4 in_progress Apr 10, 2026 12:00 AM — Open
Plans 1 4 P’s Standard Protection Plan active Mar 24, 2026 10:06 PM $29.99 Open