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

Follow-up ownership

Waiting On

See who has the ball, why work is paused, and what needs follow-up next.

Waiting On answers who has the ball. Items may come from documents, customer requested items, or internal tasks; customer names open customer detail.

4waiting obligations
4follow-ups due
4stale waiting
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Showing 1-4 of 4 waiting obligations.

ItemCustomerPlatformWaiting onSinceFollow-up
Employee Training Roster Expired version is on file. Employee records are still being gathered. Follow-up overdue by 32 days. Red Mesa Utilities ISNetworld Waiting on Employee Needs follow-up Jun 20, 2026 Jun 27, 2026
Waiting
Certificate of Insurance Review is still pending. Broker is issuing the revised endorsement. Follow-up overdue by 27 days. Chevron Contractors Avetta Waiting on Broker Needs follow-up Jun 26, 2026 Jul 2, 2026
Waiting
Safety Questionnaire Portal review is still pending. Follow-up overdue by 26 days. Pine Valley Utilities ISNetworld Waiting on Customer Needs follow-up Jun 26, 2026 Jul 3, 2026
Waiting
Employee Training Roster Portal review is still pending. Follow-up overdue by 25 days. Skyline Mechanical Avetta Waiting on Platform Needs follow-up Jun 27, 2026 Jul 4, 2026
Waiting