Avetta
Submitted-package account. The roster is uploaded and waiting for normal portal review timing.
Operational Focus
Follow-up overdue by 25 days.
Request item: Upload employee training roster for North Yard Crane Crew
Customer summary
Customer is blocked by an expiring Employee Training Roster with an overdue replacement follow-up.
Workflow status
2 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 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.
No tasks recorded for this customer.
Tracked files
Files and records that may satisfy requested items.
For North Yard Crane Crew (Other) · Avetta · Training · Sep 11, 2026 · Replacement requested
Customer-requested requirements
Package items the customer asked for. Link a document when a tracked file satisfies the request.
Customer-requested · For North Yard Crane Crew (Other) · Document: Employee Training Roster · Portal upload was completed after employee dates were checked.
Resolution path: Status: Submitted · Next: Follow up with platform · Latest related activity: Jun 27, 2026: Training roster uploaded
Waiting on Platform since Jun 27, 2026 · Follow up Jul 4, 2026 · Portal review queue has the roster.
Submitted means this item is still awaiting review. Change the status to Accepted when the review is complete.
Customer-requested · For workspace / primary company · W-9 · Tax form is filed with the onboarding packet.
Customer-requested · For workspace / primary company · Certificate of Insurance · Certificate is filed for this onboarding cycle.
Trust history
2026-06-27 10:00 · Jordan Coordinator · Jordan uploaded the training roster after confirming the latest employee dates.
Manage platform assignments and request recipients when this customer setup changes.
Platform assignments
Request recipients
