Follow-up work
Tasks
Internal follow-up work organized by due date, customer, platform, and owner. Use tasks for team actions; use Requested Items for customer package requirements and Documents for tracked files.
Showing 1-19 of 19 active tasks.
| Task | Customer | Platform | Due date | Owner / priority | Status |
|---|---|---|---|---|---|
| Escalate Badlands COI renewal Call broker, then update the customer before dispatch planning. | Badlands Utility Services | ISNetworld | Aug 31, 2026 | UnassignedUrgent priority | |
| Follow up on Metro Quarry endorsement wording Follow up because the portal review cannot move until the wording is corrected. | Metro Quarry Operations | CogniBox | Sep 1, 2026 | UnassignedHigh priority | |
| Review roster feedback in ISNetworld Related: Employee Training Roster · Requested by Maya Admin · Portal check is overdue and needs a real owner today. | Red Mesa Utilities | ISNetworld | Sep 1, 2026 | Jordan CoordinatorHigh priority | |
| Finish Badlands portal recertification answers Operations and safety answers need to be reconciled before portal submission. | Badlands Utility Services | Customer Portal | Sep 2, 2026 | UnassignedHigh priority | |
| Check employee orientation completion dates Related: Site Access Orientation Log · Requested by Maya Admin · Internal check before the roster is uploaded. | Chevron Contractors | Avetta | Sep 2, 2026 | Jordan CoordinatorHigh priority | |
| Reconcile Metro Quarry spreadsheet and portal notes The imported tracker and customer email disagree about which safety summary is required. | Metro Quarry Operations | Contractor Compliance | Sep 2, 2026 | UnassignedHigh priority | |
| Obtain corrected COI wording for Chevron Missing additional insured and waiver wording. | Chevron Contractors | CogniBox | Sep 3, 2026 | UnassignedHigh priority | |
| Follow up on signed MSA packet Follow up before onboarding call. | Summit Industrial Maintenance | Contractor Compliance | Sep 3, 2026 | UnassignedNormal priority | |
| Collect Sagebrush lift-plan roster Regression-control task for a previously healthy customer. | Sagebrush Renewables | Veriforce | Sep 4, 2026 | UnassignedNormal priority | |
| Follow up with insurance broker Related: Certificate of Insurance · Requested by Priya Nair · Ask for the revised certificate. | Northline Energy | Avetta | Sep 5, 2026 | Maya AdminHigh priority | |
| Confirm subcontractor template with customer Normal customer-clarification loop. | Clearwater Midstream | Contractor Compliance | Sep 6, 2026 | UnassignedNormal priority | |
| Replace expired drug policy Imported tracker showed expired copy. | Rocky Mountain Fabrication | Customer Portal | Sep 6, 2026 | UnassignedNormal priority | |
| Upload EMR letter after safety approval Upload after safety signs off. | High Plains Environmental | ISNetworld | Sep 7, 2026 | UnassignedNormal priority | |
| Upload OSHA 10 certificates Related: OSHA 10 Certificates · Requested by Maya Admin · Needed for new site access. | Front Range Construction | Veriforce | Sep 8, 2026 | Jordan CoordinatorNormal priority | |
| Confirm certificate was received Call vendor onboarding if status has not changed. | Clearwater Midstream | Veriforce | Sep 9, 2026 | UnassignedNormal priority | |
| Confirm W-9 accepted in customer portal Low risk; check after portal batch update. | Rocky Mountain Fabrication | Customer Portal | Sep 10, 2026 | UnassignedLow priority | |
| Monitor auto liability renewal Certificate expires soon but no action is needed yet. | Pioneer Pipeline Services | Veriforce | Sep 14, 2026 | UnassignedLow priority | |
| Review next onboarding cycle Related: Northline onboarding packet · Requested by Maya Admin · Low-priority planning item for later follow-up. | Northline Energy | Avetta | Sep 23, 2026 | Maya AdminLow priority | |
| Review next quarterly renewals Healthy account: routine renewal check. | Western Utility Partners | Customer Portal | Oct 2, 2026 | UnassignedLow priority |