Employee follow-up scheduled
2026-09-01 11:20 · Jordan Coordinator · Scheduled the next employee follow-up so site access does not stall before onboarding review.
Trust history
Chevron Contractors Activity
Review the operational history for this customer.
8 event(s)
Activity History
Waiting on Employee: Site Access Orientation Log
2026-08-31 09:10 · Jordan Coordinator · Alicia Gomez is gathering three employee completion dates before the roster can be uploaded.
Task created: orientation dates
2026-08-30 15:30 · Maya Admin · Created an internal task to confirm missing employee orientation completion dates before upload.
Broker replied with ETA
2026-08-30 14:05 · Jordan Coordinator · Sarah confirmed the endorsement update is with underwriting and should be returned this week.
Waiting on Broker: Chevron Revised COI
2026-08-27 10:16 · Maya Admin · Changed the revised COI item to Waiting on Broker after the request was sent.
Request sent: revised COI wording
2026-08-27 10:15 · Maya Admin · Sent Sarah Jenkins the CogniBox rejection details and requested updated additional-insured wording.
Broker contact added
2026-08-23 09:40 · Maya Admin · Added Sarah Jenkins as the broker contact for revised COI wording.
Customer created
2026-08-21 08:25 · Maya Admin · Chevron Contractors was added after the CogniBox onboarding packet arrived.