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Case0020b (Robert Frost)

Case Details

Case ID
Case0200b
Case Name
Development case instance.
Status
Active
Owner
Cami
State
Started on 2016-11-07

Task Actions

Available 12

Review Document
Unassigned
Collect documents
Unassigned
Approve document
Unassigned
Collect documents
Unassigned
Approve document
Unassigned
Collect documents
Unassigned

In-Progress 1

Review other documents
2 seconds ago (Aimee)

Completed

Reconcile payments
2 days ago (Deepak)

Roles

Case Owner
Aimee
Compliance
Cami
Reviewers
Cami, Paula
Case Owner
Aimee
Compliance
Cami
Reviewers
Cami, Paula

Comments

2 seconds ago
Katie Person (kw-01)
@aimee: Meeting with Jane Person today.
2 days ago
Cameron Person (devs-auth)
I revised the rules and came up with the most creative solution cause I'm super.
2 days ago
Katie Person (kw-01)
@aimee: Any updates to Case#000000000 (Jane Person)?
3 days ago
Aimee Person (admin)
I posted the intake data for Case#000000000 (Jane Person). Follow-up with somebody about something.
4 days ago
Cami Person (owner)
@katie: Any updates to Case#000000000 (Jane Person)?

Milestones

A Milestone Name that is completed
Compliance Checkpoint for Updated FINRA 2017 Rules
Representative item that is term'd
Renew More 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)

Documents

Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee
Warranty_2017
Updated product warranty.
7 minutes ago by keithwarring
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
Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee
Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee
Contract 1.2
Sales contract for New Jersey
3 seconds ago, by aimee