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 Launchpad Board

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

Workflow Launchpad Room Workflow Launch Board Queue
  1. Workflow Launchpad Board is a launchpad-board style snapshot of the active workflow.
  2. Each section gives you current workload counts, aging signals, and a short working list.
  3. The right side keeps a mixed recent feed so you can jump into what 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
8
Recent Pulled
8
31+ Day Open
8

Plans

Total: 1
Open: 1
Recent: 1
31+: 1
Amount: $29.99
ID Record Status Date Open
1 4 P’s Standard Protection Plan active Mar 24, 2026 10:06 PM Open

Inspections

Total: 8
Open: 7
Recent: 7
31+: 7
Amount: —
ID Record Status Date 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
Recent: 0
31+: 0
Amount: $185.00
No open rows found.

Invoices

Total: 1
Open: 0
Recent: 0
31+: 0
Amount: —
No open rows found.

Payments

Total: 1
Open: 0
Recent: 0
31+: 0
Amount: $75.00
No open rows found.
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