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Recent open actions
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| Source | Description | Assigned to | Due date | Status | |
|---|---|---|---|---|---|
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| Reference | Job | Type | Date | Submitted by | Status | |
|---|---|---|---|---|---|---|
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| Reference | Project | Main contractor | Rev | Progress | Status | |
|---|---|---|---|---|---|---|
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| Reference | Job | Description | Severity | Source | Assigned to | Status | Due |
|---|---|---|---|---|---|---|---|
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| Name | Category | Sections | Active | |
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| Reference | Site / Section | Job | Tests | Result | Status | Updated | |
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| Reference | Staff | Type | Dates | Days | Status | Submitted |
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| Name | Position | Start | Form | Plan | Next |
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Live tenders
–
being priced or awaiting an outcome
Closing this week
–
invitations due within 5 days
Closed, not submitted
–
the date passed with no price recorded
No closing date
–
no invitation or no date recorded yet
| Project | Client | Who invited us | Closes | Status |
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| Supplier | What they supply | Who quotes | Last quoted |
|---|
| Category | Suppliers |
|---|
Fleet
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active vehicles
Checked this month
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Compliance overdue
–
WOF / rego / RUC
Open defects
–
raised from checks
| Vehicle | Driver | Mileage | WOF | Rego | Service | RUC | Last check | |
|---|---|---|---|---|---|---|---|---|
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Open Incidents
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Overdue Actions
–
H&S corrective actions
Expiring Certs
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within 60 days
MSDS Due
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expired or expiring
Recent incidents
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| Reference | Date | Type | Description | Severity | Status | |
|---|---|---|---|---|---|---|
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| Reference | Title | Job | Status | Rev | Updated |
|---|---|---|---|---|---|
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| Reference | Title | Type | Category | Scope | Status | Version | Review due | |
|---|---|---|---|---|---|---|---|---|
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| Date | Type | Location | Job | Facilitator | Attendees | |
|---|---|---|---|---|---|---|
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| Client | Site | Status | Review date | Job No. | Name | Cycle | Agreement No. | Contract date | Term | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
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| Client | Site | Job No. | Name | Status | Month |
|---|---|---|---|---|---|
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| Ref | Client | Site | Sections | Type | Status | Updated | Annual value | Actions |
|---|---|---|---|---|---|---|---|---|
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| Client | Site | Q1 | Q2 | Q3 | Q4 | Q5 | 12A Due |
|---|---|---|---|---|---|---|---|
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| Visit | Client | Site | Job No. | Technician | Findings | Status |
|---|---|---|---|---|---|---|
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| Ref | Date | Site | Description | Latest note | Assigned | Quote | Job | Status |
|---|---|---|---|---|---|---|---|---|
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| Code | Supplier | Invoice no. | PO no. | Date | Total | Status |
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| Code | Supplier | Period end | Lines | Total due | Status |
|---|
| Card | Supplier | What it was for | Date | Job | Total | Status |
|---|
Incoming mail is tested against these in order and the first rule that fits wins — so one near the top that is slightly too broad will quietly take mail meant for another. Anything no rule fits is left completely alone.
Only the emails the assistant could not settle appear here. Anything it was sure about is handled and stays out of your way — this is not a copy of your inbox, and it should get emptier over time. Answering one teaches it; saying why is what actually changes its behaviour, because your reason becomes a line in its instructions.
| Title | Client | Type | Status | Updated |
|---|---|---|---|---|
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| Job | Started | Customer | Job | Status | Invoiced |
|---|---|---|---|---|---|
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People