Operational Focus
Follow up on Resubmit safety questionnaire
Follow-up overdue by 26 days.
Request item: Resubmit safety questionnaire
Customer summary
Customer is blocked by an overdue follow-up for Resubmit safety questionnaire.
ISNetworld
Pine Valley Utilities
Mostly complete onboarding account. Internal work is done; one resubmitted item is waiting on customer review.
Tracking scopeCustomer-requested items and administrative follow-up
Workflow status
Package progress
88%
Customer package status
3 accepted, and 1 submitted for review out of 4 required items.
- 4required
- 3accepted
- 1submitted for review
- 0ready to submit
- 0missing / in progress
- 1waiting
Medium attention · 39/100
- 1 stale waiting item
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 (0 open)
Team actions tied to this customer, platform, or document.
No tasks recorded for this customer.
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 (1 active)
Package items the customer asked for. Link a document when a tracked file satisfies the request.
Resubmit safety questionnaire
Follow up
Customer-requested · For workspace / primary company · Document: Safety Questionnaire · Customer asked us to resubmit after profile changes.
Resolution path: Status: Submitted · Next: Follow up with customer · Latest related activity: Jun 26, 2026: Questionnaire resubmitted
Waiting on Customer since Jun 26, 2026 · Follow up Jul 3, 2026 · Customer is reviewing the revised answers.
Submitted means this item is still awaiting review. Change the status to Accepted when the review is complete.
Show 3 accepted or not-applicable item(s)
Provide signed W-9
Customer-requested · For workspace / primary company · W-9 · Tax form is filed with the customer package.
Upload COI to ISNetworld
Customer-requested · For workspace / primary company · Certificate of Insurance · Certificate is filed for this onboarding cycle.
Upload site orientation roster
Customer-requested · For Summit Field Services Field Crew (Internal Company) · Site Orientation Roster · Roster is filed with the onboarding packet.
Trust history
Recent Activity
Questionnaire resubmitted
2026-06-26 10:00 · Maya Admin · Maya uploaded the revised questionnaire after the customer changed profile answers.
Customer setup · platforms and contacts
Manage platform assignments and request recipients when this customer setup changes.
Platform assignments
Platforms
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