Insurance certificate received
insurance-certificate.pdf
System
Saturday, 19 September
Operations Dashboard
Good afternoon, Sarah. Here is where attention is needed today.
New Claims
3
Awaiting intake review
Awaiting Documents
2
Signature, licence or V5
Overdue SLAs
2
Past deadline
Due Today
0
Deadline today
Due Soon
1
Within 24 hours
Awaiting Liability
2
Claims at Stage 05
Liability Overdue
1
20-day review exceeded
My Work
Claims assigned to you requiring attention
YS-2026-001284
Ahmed Khan
Current stage
04 · Engineer Report
Next action
Awaiting engineer report
YS-2026-001282
Daniel Hughes
Current stage
05 · Liability / Review
Next action
Awaiting liability decision
YS-2026-001277
Grace Whitfield
Current stage
05 · Liability / Review
Next action
Awaiting further workflow stages
Urgent Actions
Deadlines breaching or due within 24 hours
Workflow Overview
Active claims across the five currently defined stages
- Claim Receivedcompleted
- Client Documentscompleted
- Hire & Collectioncompleted
- 04Engineer Reportcurrent
- 05Liability / Reviewupcoming
- Further StagesTo be configured
Stage 01
4
Intake
Stage 02
2
Documents
Stage 03
1
Hire & Collection
Stage 04
2
Engineer Report
Stage 05
4
Liability / Review
Recent Submissions
Claims received from the client intake form
Recent Claims
Latest claim activity
Latest Activity
Audit events from your claims
Claim received
New claim automatically created from Google Form submission
System
Insurance certificate received
certificate-of-insurance.jpg
System
Claim received
New claim automatically created from Google Form submission
System
Claim received
New claim automatically created from Google Form submission
System