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 Monitor

Monitoring-style view of open workflow load, tracked amounts, aging recent items, and grouped operational activity across 4 P’s.

Workflow Board Status Board Queue
  1. Workflow Monitor emphasizes current workload and aging of open items.
  2. It helps you spot whether open work is fresh, aging, or piling up.
  3. The aging buckets are broad and schema-tolerant so they work across different table versions.
  4. Use queue, watchlist, and reconciliation when the monitor shows areas needing follow-up.
Total Open Work
8
Tracked Amount
$289.99
Workflow Sections
5
Area Open 0–7 Days 8–30 Days 31+ Days Amount
Plans 1 0 0 1 $29.99
Inspections 7 0 0 7 —
Claims 0 0 0 0 $185.00
Invoices 0 0 0 0 —
Payments 0 0 0 0 $75.00
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