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 Open Items

Unified open-work view across plans, inspections, claims, invoices, and payments.

Workflow Index Search Recent Activity
Open Records
1
Across all available workflow modules.
31+ Days Open
1
Aged work that may need follow-up.
Tracked Amount
$0.00
Best effort from available amount columns.
Active Modules
5
Modules found in the current database.

Open Work List

Sorted view of open items pulled from available workflow modules.
ModuleIDPrimarySecondaryStatusDateDays OpenAmountOpen
Plans #1 4 P’s Standard Protection Plan — active Mar 24, 2026 10:06 PM 47 — Open record