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Demo workspace — changes may be reset and should not be used for real customer data.
← Customers

Customer Portal

Western Utility Partners

Healthy customer with only routine renewal monitoring.

Tracking scopeCustomer-requested items and administrative follow-up
Customer actions
Export
Excel package CSV package

Workflow status

Package progress 100%

Customer package status

1 of 1 required item is accepted.

  • 1required
  • 1accepted
  • 0submitted for review
  • 0ready to submit
  • 0missing / in progress
  • 0waiting

Low attention · 3/100

  • 1 open task

Internal workflow priority only.
Not a compliance determination.

Why this customer is prioritized

Risk factors

Major 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.

+ Add task

Requested by: Maya Admin

Use this when the task must be finished before the customer package can move forward.

Tracked files

Documents (0 attention)

Files and records that may satisfy requested items.

View all for customer
+ Link document

No active document work for this customer. Use View all for customer to see every linked document.

Customer-requested requirements

Requested Items (0 active)

Package items the customer asked for. Link a document when a tracked file satisfies the request.

+ Add requested item

Use this when the customer is asking for a subcontractor, employee, or other party’s document.

No active customer-requested items need attention.

Show 1 accepted or not-applicable item(s)
Monitor OSHA annual summary

Customer-requested · For workspace / primary company · OSHA 300 Summary · Healthy customer example.

Edit item

Trust history

Recent Activity

No activity history yet. New requests, waiting changes, task updates, and document updates will appear here.

Customer setup · platforms and contacts

Manage platform assignments and request recipients when this customer setup changes.

Platform assignments

Platforms

+ Assign platform

Request recipients

Contacts

+ Add contact
Paige Monroe

Customer · Primary · [email protected] · Contractor administrator for routine portal questions.

Edit
Customer Portal Review Team

Platform · Primary · [email protected] · Portal support for annual summary follow-up.

Edit