Operational Focus
Work on Confirm drug program owner
Task overdue by 29 days. Assigned to Maya Admin.
Customer summary
Customer is blocked by missing Add drug and alcohol program summary and Upload safety manual marked ready.
Customer Portal
Prairie Wind Services
Light onboarding example. Most items are filed, with one customer-required program document still missing.
Tracking scopeCustomer-requested items and administrative follow-up
Workflow status
Package progress
50%
Customer package status
2 of 4 required items are accepted.
- 4required
- 2accepted
- 0submitted for review
- 1ready to submit
- 1missing / in progress
- 0waiting
- 1requests to send
Medium attention · 52/100
- 1 open task
Internal workflow priority only.
Not a compliance determination.
Why this customer is prioritized
Risk factors
Major factors
Additional factors
Major factors are the main reasons this customer is prioritized today. Additional factors still contribute and can become major when they become overdue, stale, near expiration, or blocking work.
Internal follow-up
Tasks (1 open)
Team actions tied to this customer, platform, or document.
Confirm drug program owner
Customer Portal · Jun 30, 2026 · Assigned to Maya Admin · Normal priority · Find the internal owner before sending the customer packet.
Tracked files
Documents (0 attention)
Files and records that may satisfy requested items.
No active document work for this customer. Use View all for customer to see every linked document.
Customer-requested requirements
Requested Items (2 active)
Package items the customer asked for. Link a document when a tracked file satisfies the request.
Add drug and alcohol program summary
Request item
Customer-requested · For Blue Mesa Traffic Control LLC (Subcontractor) · Document: not linked yet · Customer requested the program summary before badge setup.
Resolution path: Status: Missing · Next: Request item · Latest related activity: none yet
Upload safety manual
Ready to submit — change status to Submitted after upload.
Customer-requested · For workspace / primary company · Document: Safety Manual · Manual is ready for the customer portal upload.
Resolution path: Status: Ready · Next: Submit or upload, then mark Submitted · Latest related activity: none yet
Show 2 accepted or not-applicable item(s)
Provide current COI
Customer-requested · For workspace / primary company · Certificate of Insurance · Certificate is filed with the onboarding packet.
Provide signed W-9
Customer-requested · For workspace / primary company · W-9 · Tax form is filed with the onboarding packet.
Trust history
Recent Activity
Onboarding packet reviewed
2026-06-26 10:00 · Maya Admin · Maya confirmed the packet is nearly ready and identified the program summary as the only missing tracked item.
Customer setup · platforms and contacts
Manage platform assignments and request recipients when this customer setup changes.
Platform assignments
Platforms
Request recipients
Contacts
Becca Stone
Customer · Primary · [email protected] · Customer contact for onboarding documents.