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Case0200b
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Case0020b
(Robert Frost)
Step 1 - Completed
Step 2 - Completed
Step 3 - Completed and long text here
Step 4 - Completed
Step 5 - Active
Step 6 - Not Yet Reached
Step 7 - Not Yet Reached
Step 8 - Not Yet Reached and also quite long
Step 9 - Not Yet Reached
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Overview
Activity
Documents
Case Details
Case ID
Case0200b
Case Name
Development case instance.
Status
Active
Owner
Cami
State
Started on 2016-11-07
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Task Actions
Available
12
Accept
Review Document
Unassigned
Accept
Collect documents
Unassigned
Accept
Approve document
Unassigned
Accept
Collect documents
Unassigned
Accept
Approve document
Unassigned
Accept
Collect documents
Unassigned
In-Progress
1
Review other documents
2 seconds ago (Aimee)
Completed
Reconcile payments
2 days ago (Deepak)
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Roles
Case Owner
Aimee
Compliance
Cami
Reviewers
Cami, Paula
Case Owner
Aimee
Compliance
Cami
Reviewers
Cami, Paula
Comments
2 seconds ago
Delete
Katie Person
(kw-01)
@aimee: Meeting with Jane Person today.
2 days ago
Delete
Cameron Person
(devs-auth)
I revised the rules and came up with the most creative solution cause I'm super.
2 days ago
Delete
Katie Person
(kw-01)
@aimee: Any updates to Case#000000000 (Jane Person)?
3 days ago
Delete
Aimee Person
(admin)
I posted the intake data for Case#000000000 (Jane Person). Follow-up with somebody about something.
4 days ago
Delete
Cami Person
(owner)
@katie: Any updates to Case#000000000 (Jane Person)?
Name
Action
Milestones
A Milestone Name that is completed
Compliance Checkpoint for Updated FINRA 2017 Rules
Representative item that is term'd
Renew More Documents
All Activities
Milestones
Comments
Documents
Activities
4 seconds ago
Milestone1 reached
1 minute ago
admin added a document
5 days ago
Milestone1 ready
10 minutes ago
Aimee added a comment
9 days ago
Aimee added a comment
9 days ago
Aimee added a comment
10 days ago
Case started by Cami (owner)
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Documents
Archive
Remove
Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee
Archive
Remove
Warranty_2017
Updated product warranty.
7 minutes ago by keithwarring
Archive
Remove
Pricing-sheet_2017_06
Updated prices for 2017, they might be lower or they could be higher, it's really anyone's guess.
20 minutes ago by keithwarring
Archive
Remove
Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee
Archive
Remove
Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee
Archive
Remove
Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee