Demo workspace — changes may be reset and should not be used for real customer data.
← Customers

Avetta, Veriforce

Front Range Construction

New site-access requirements are being gathered.

Tracking scopeCustomer-requested items and administrative follow-up
Customer actions
Export

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
  • 1expiring soon

High attention · 84/100

  • 2 stale waiting items
  • 1 document expiring soon
  • 1 open task

Internal workflow priority only.
Not a compliance determination.

Why this customer is prioritized

Risk 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 (1 open)

Team actions tied to this customer, platform, or document.

+ Add task

Requested by: Maya Admin

Use this when the task must be finished before the customer package can move forward.

Upload OSHA 10 certificates

Veriforce · Sep 8, 2026 · Assigned to Jordan Coordinator · Normal priority · Related: OSHA 10 Certificates · Needed for new site access.

Tracked files

Documents (1 attention)

Files and records that may satisfy requested items.

View all for customer
+ Link document
Background Check Roster

For Workspace / primary company · Avetta · Training · Sep 16, 2026 · Replacement requested

+ Add task

Requested by: Maya Admin

Use this when the task must be finished before the customer package can move forward.

Follow up from requested item
Expiring

Customer-requested requirements

Requested Items (1 active)

Package items the customer asked for. Link a document when a tracked file satisfies the request.

+ Add requested item

Use this when the customer is asking for a subcontractor, employee, or other party’s document.

Update background check roster

Customer-requested · For workspace / primary company · Document: Background Check Roster · Typical internal-team follow-up.

Resolution path: Status: In progress · Next: Follow up with internal team · Latest related activity: none yet

Waiting on Internal Team since Aug 31, 2026 · Follow up Sep 5, 2026 · HR is checking two records before upload.

Follow up
Details

Trust history

Recent Activity

Waiting on Internal Team: Background Check Roster

2026-08-31 15:10 · Jordan Coordinator · HR is confirming two employee records before Jordan uploads the roster.

Task assigned to Jordan Coordinator

2026-08-30 13:00 · Maya Admin · Jordan owns the OSHA 10 certificate upload for Front Range Construction.

Customer setup · platforms and contacts

Manage platform assignments and request recipients when this customer setup changes.

Platform assignments

Platforms

+ Assign platform

Request recipients

Contacts

+ Add contact
Maria Lopez

Employee · Primary · [email protected] · Training roster owner.

Edit
Carmen Ruiz

Internal Team · Primary · [email protected] · Compliance coordinator for orientation follow-up.

Edit