Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

Workflow Tools

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Rollout

Rollout Room Command Center Readiness Status Review Summary

Workflow Control

Control-style workflow page for open workload, tracked amounts, section rollups, and recent mixed records across 4 P’s.

Workflow Analytics Workflow Metrics Queue
  1. Workflow Control is a clean control-style snapshot of the active workflow.
  2. It combines totals, open counts, recent counts, and tracked amounts by section.
  3. The recent mixed table gives you a fast path into whatever changed most recently.
  4. Use queue, watchlist, reconciliation, and integrity pages when a section needs deeper review.
Total Records
12
Total Open Work
8
Tracked Amount
$289.99
Recent Mixed Rows
12
Area Total Open Recent Amount
Plans 1 1 1 $29.99
Inspections 8 7 8 —
Claims 1 0 1 $185.00
Invoices 1 0 1 —
Payments 1 0 1 $75.00
Type ID Record Status Date Amount Open
Invoices 1 INV-1001 paid Apr 15, 2026 12:00 AM $0.00 Open
Payments 1 Record #1 completed Apr 15, 2026 12:00 AM $75.00 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
Inspections 1 Record #1 completed Apr 2, 2026 12:00 AM — Open
Claims 1 CLM-1001 approved Mar 24, 2026 10:14 PM $185.00 Open
Plans 1 4 P’s Standard Protection Plan active Mar 24, 2026 10:06 PM $29.99 Open