Customer Portal, ISNetworld
Review the portal each Monday for new requests. Demo activity showcase with import, OCR, requests, waiting follow-up, and ownership history.
Operational Focus
Follow-up overdue by 11 days.
Request item: Submit current employee roster for Summit Field Services Field Crew
Customer summary
Customer is blocked by an expired Employee Training Roster with an overdue replacement follow-up, a Customer Safety Questionnaire awaiting customer, an overdue follow-up for supplier profile questions, and an overdue follow-up for roster review in ISNetworld.
Workflow status
0 accepted, and 1 submitted for review out of 3 required items.
Internal workflow priority only.
Not a compliance determination.
Why this customer is prioritized
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
Team actions tied to this customer, platform, or document.
ISNetworld · Sep 1, 2026 · Assigned to Jordan Coordinator · High priority · Related: Employee Training Roster · Portal check is overdue and needs a real owner today.
Tracked files
Files and records that may satisfy requested items.
For Summit Field Services Field Crew (Internal Company) · ISNetworld · Training · Aug 29, 2026 · Replacement requested
For Workspace / primary company · Customer Portal, ISNetworld · Safety · No date · Waiting on Customer
Customer-requested requirements
Package items the customer asked for. Link a document when a tracked file satisfies the request.
Customer-requested · For workspace / primary company · Document: not linked yet · Administrative questionnaire remains open.
Resolution path: Status: Missing · Next: Follow up with internal team · Latest related activity: none yet
Waiting on Internal Team since Sep 1, 2026 · Follow up Sep 6, 2026 · Operations needs to confirm two answers.
Customer-requested · For Summit Field Services Field Crew (Internal Company) · Document: Employee Training Roster · Task: Review roster feedback in ISNetworld (Waiting) · No current roster file is linked yet.
Resolution path: Status: Missing · Next: Follow up with employee · Latest related activity: none yet
Waiting on Employee since Aug 25, 2026 · Follow up Sep 1, 2026 · Roster owner has not sent the update.
Customer-requested · For Summit Field Services Field Crew (Internal Company) · Document: Employee Training Roster · Task: Review roster feedback in ISNetworld (Waiting) · Waiting for the platform review team to finish the roster check.
Resolution path: Status: Submitted · Next: Follow up with platform · Latest related activity: none yet
Waiting on Platform since Aug 24, 2026 · Follow up Sep 1, 2026 · Portal review still shows pending.
Submitted means this item is still awaiting review. Change the status to Accepted when the review is complete.
Trust history
2026-09-01 09:20 · Maya Admin · Maya reviewed Red Mesa Utilities and left the remaining questionnaire follow-up assigned for this week.
2026-08-31 16:10 · Jordan Coordinator · Marked the COI requirement complete after Red Mesa accepted the revised certificate.
2026-08-30 13:05 · Maya Admin · Maya checked ISNetworld, confirmed the uploaded COI was accepted, and left the questionnaire open.
2026-08-29 08:55 · Maya Admin · Sent Red Mesa a status update and asked them to confirm whether the safety questionnaire version changed.
2026-08-28 11:30 · Jordan Coordinator · Uploaded the employee roster received from the field supervisor and linked it to the Red Mesa open items.
Manage platform assignments and request recipients when this customer setup changes.
Platform assignments
Request recipients
Platform · Primary · [email protected] · Portal review queue for document and roster follow-up.
Employee · Primary · [email protected] · Operations manager who owns the employee roster.
Internal Team · Primary · [email protected] · Credentialing specialist for supplier profile work.
