Platform workflow
Customer Portal
Direct customer upload or profile portal.
3 need attention6 documents across 4 customers
6documents
3need attention
3high attention
4customers
Accounts
Customers
Prioritized
Documents
Drug and Alcohol Policy
Expired
Rocky Mountain Fabrication · Safety · Aug 21, 2026
Badlands Portal Recertification
Missing
Badlands Utility Services · Safety · No date
Customer Safety Questionnaire
Missing
Red Mesa Utilities · Safety · No date
OSHA 300 Summary
Current
Western Utility Partners · Safety · Nov 15, 2026
ACH / Banking Form
Current
Western Utility Partners · Business · No date
W-9
Current
Rocky Mountain Fabrication · Business · No date