Operational Focus
Follow up on Upload current drug policy
Follow-up overdue by 9 days.
Request item: Upload current drug policy
Customer summary
Customer is blocked by an expired Drug and Alcohol Policy with an overdue replacement follow-up.
Customer Portal
Rocky Mountain Fabrication
Customer portal items were imported from a spreadsheet tracker.
Tracking scopeCustomer-requested items and administrative follow-up
Workflow status
Package progress
0%
Customer package status
0 of 1 required item is accepted.
- 1required
- 0accepted
- 0submitted for review
- 0ready to submit
- 1missing / in progress
- 2waiting
High attention · 92/100
- 2 stale waiting items
- 1 expired document
- 2 open tasks
Internal workflow priority only.
Not a compliance determination.
Why this customer is prioritized
Risk factors
Major factors
Additional 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 (2 open)
Team actions tied to this customer, platform, or document.
Replace expired drug policy
Customer Portal · Sep 6, 2026 · Normal priority · Imported tracker showed expired copy.
Confirm W-9 accepted in customer portal
Customer Portal · Sep 10, 2026 · Low priority · Low risk; check after portal batch update.
Tracked files
Documents (1 attention)
Files and records that may satisfy requested items.
Drug and Alcohol Policy
Follow up from requested item
Expired
For Workspace / primary company · Customer Portal · Safety · Aug 21, 2026 · Replacement requested
Customer-requested requirements
Requested Items (1 active)
Package items the customer asked for. Link a document when a tracked file satisfies the request.
Upload current drug policy
Follow up
Customer-requested · For workspace / primary company · Document: Drug and Alcohol Policy · Came from the imported tracker.
Resolution path: Status: Missing · Next: Follow up with internal team · Latest related activity: none yet
Waiting on Internal Team since Aug 29, 2026 · Follow up Sep 3, 2026 · Policy owner needs to confirm the current revision.
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
Request recipients
Contacts
Sonia Patel
Internal Team · Primary · [email protected] · Safety manager for policy refresh work.