Dashboard Queue Workflow Hub

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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 Overview

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

Workflow Inspector Workflow Radar Queue
  1. Workflow Overview is a simple, broad snapshot of the active workflow.
  2. It combines totals, open counts, recent counts, and tracked amounts by section.
  3. The recent mixed table helps you quickly jump into whatever moved most recently.
  4. Use queue, watchlist, reconciliation, and integrity pages when one 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