Monitoring Active Work
Keep sight of every open request, delayed job, and reassigned crew member.
Required permissions: Read and update within your organization's tenant.
The dashboard and request list show the pipeline so nothing slips.
Before you begin
- Familiarity with request statuses
Step-by-step instructions
- 1
Review the dashboard daily
Open work, reports pending review, active technicians, customers, and pipeline bars for in-progress, pending-review, and completed work.
- 2
Filter the request list
Search by number or keyword and filter by status to see, for example, everything still New or waiting on scheduling.
- 3
Handle delayed work
Update the scheduled date and keep the customer informed; the audit trail records each change.
- 4
Close the loop
Mark completed requests, confirm reports entered review, and ensure invoicing follows.
Expected result
A current picture of everything in flight.
What happens next
Watch the review queue, reports waiting on reviewers are the most common source of delay.
Troubleshooting
Dashboard numbers look wrong
Clear filters on the request list and check that request statuses are current, the dashboard counts live records.
Related guides
Related module
Work Requests module pageWas this guide helpful?
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