Incomplete Workflow Dashboard
Reference for the Incomplete Workflow Dashboard. Its panels surface vehicle movements whose workflow has not yet started or not yet completed, across all movement/job types.
- Dashboard name: Incomplete Workflow Dashboard
- Primarily based on: the Workflow form — one record is created per movement via the relevant workflow (CC, Delivery, Loan Car Swap, PRI/Recto, Rental Only Pick-up, Tow)
Source Forms
| Panels | Source Form |
|---|---|
| Panels whose name contains "Internal Movement" (Internal Movement Not Completed, Internal Movement Not Completed - past 1 hour, Internal Movement) | Vehicle Movement form |
| All other panels | Workflow form |
Workflow Types & Stages
Each workflow type runs through its own ordered sequence of stages, and every stage is timestamped on the Workflow record when it's actioned. Those per-stage timestamps are what the dashboard's Not Started / Active / Completed / Overdue states are calculated from.
| Flow | Stages (in order) |
|---|---|
| CC Flow — Rental (claim types with rental) | Booked → Rental Vehicle Inspection → Add Fuel Receipt → Accident Detail Confirmation → Authority to Act → Rental Vehicle Drop-Off With Client → Client Vehicle Pick-Up → Add Fuel Receipt (Client) → Client Vehicle Drop-Off Location |
| CC Flow — Repair Only | Booked → Accident Detail Confirmation → Authority to Act → Client Vehicle Pick-Up → Add Fuel Receipt → Client Vehicle Drop-Off Location |
| Delivery / Rental Pick-Up Flow | Vehicle Inspection → Add Fuel Receipt (Client) → Client Vehicle Sign-Off → Pick-Up Rental Vehicle → Add Fuel Receipt (Rental) → Rental Vehicle Drop-Off Location |
| Rental Only Pick-Up Flow | Booked → Pick-Up Rental Vehicle → Add Fuel Receipt → Rental Vehicle Drop-Off Location |
| Loan Car Swap Flow | Rental Vehicle Inspection → Add Fuel Receipt (Rental 2) → Pick-Up Rental Vehicle → Rental Vehicle Drop-Off With Client → Add Fuel Receipt (Rental 1) → Rental Vehicle Drop-Off Location |
| Tow Movement Flow | Vehicle Pick-Up → Vehicle Drop-Off |
:::caution PRI/Recto workflow stages not yet documented A "PRI and Recto workflow" type is referenced by Panel 15 (Recto/PRI Pickup), but its stage sequence hasn't been shared yet — unlike the other flows above. Needs follow-up before this page can describe Panel 15's not-started/active/completed states in the same detail as the others. :::
Panels
All panels share the same colour legend: 🟡 Active · 🟢 Completed · 🔴 Past 1 Hour - Not completed.
| # | Panel | Criteria | Source Form |
|---|---|---|---|
| 1 | Master Movements Dashboard | Claim status is null or not Cancel/Rejected, and booking date is not null | Workflow form |
| 2 | Total Active Movements | Booked and not yet completed, excluding Cancel/Rejected claims | Workflow form |
| 3 | Current Day Master Movements | Same as Master Dashboard, restricted to bookings made today | Workflow form |
| 4 | Current Day Active Movements | Booked today and not yet completed, excluding Cancel/Rejected claims | Workflow form |
| 5 | Movements Not Started | Booking time has passed and movement has not started, excluding Cancel/Rejected claims | Workflow form |
| 6 | Movement Not Completed | Movement started but not completed, and booking time has passed, excluding Cancel/Rejected claims | Workflow form |
| 7 | Current Day - Movement Not Started | Same as Movements Not Started, restricted to today's bookings | Workflow form |
| 8 | Current Day - Movement Not Completed | Same as Movement Not Completed, restricted to today's bookings | Workflow form |
| 9 | Workflow Not Completed | Workflow started more than 2 hours ago and still not completed | Workflow form |
| 10 | Workflow not Started - past 1 hour | Booked more than 1 hour ago and still not started, excluding Cancel/Rejected claims | Workflow form |
| 11 | Internal Movement Not Completed | Movement status is not Completed and not Not-Completed | Vehicle Movement form |
| 12 | Internal Movement Not Completed - past 1 hour | Same as above, and booking time is more than 1 hour overdue | Vehicle Movement form |
| 13 | New Job Pick Up | New claim pick-up type, excluding Cancel/Rejected claims | Workflow form |
| 14 | Client Vehicle Delivery | Delivery or rental-only pick-up type, excluding Cancel/Rejected claims | Workflow form |
| 15 | Recto/PRI Pickup | Recto or PRI pick-up type, excluding Cancel/Rejected claims | Workflow form |
| 16 | Loan Vehicle Swap | Loan car swap type, excluding Cancel/Rejected claims | Workflow form |
| 17 | Internal Movement | No filter applied — includes all records | Vehicle Movement form |
On click, every panel opens its corresponding filtered report.
Assigned Driver Movements
Below the panel grid, an HTML snippet renders a per-driver breakdown report — one row per driver, with a record count in each state column.
| Legend Colour | Column |
|---|---|
| 🟢 Green | Movements Not Started |
| 🟠 Amber | Movements Not Completed |
| 🔵 Blue | Movements Not Started – Current Day |
| 🟠 Orange | Movements Not Completed – Current Day |
| 🔴 Red | Overdue >1 Hr |
Columns: Assigned Driver, Movements Not Started, Movements Not Completed, Movements Not Started – Current Day, Movements Not Completed – Current Day, Overdue >1 Hr.
Each count is shown as a coloured badge matching its column's legend colour; a count of 0 is shown as a muted grey badge instead. Clicking a non-zero count opens the matching records for that driver and state.
Movement - Pivot Report
A pivot table (with a Regenerate button) breaking down movement counts by driver and flow type.
- Filter: Booked Date Time —
- Select -, Today, Yesterday, This Week, Last 7 Days, This Month, Last 30 Days, This Quarter, Last 3 Months, This Year, Previous Year, Previous Quarter, Previous Month, and further relative-date options - Rows: Assigned Driver (Row Labels)
- Columns:
-No Value-, CC Flow, Delivery Flow, Loan Car Swap Flow, PRI Flow, Recto Flow, Rental Only Pick-Up, Type of Flow Count - Cells: count of that driver's movements in that flow type
- Type of Flow Count: row total across all flow-type columns
Vehicle Movement - Pivot
A second pivot table (with a Regenerate button) breaking down vehicle movement counts by user.
- Filter: Movement Date —
- Select -, Last 1 Hour, Today, Yesterday, This Week, Last 7 Days, This Month, Last 30 Days, This Quarter, This Year, Previous Year, Previous Month, Last 6 Months, and further relative-date options - Rows: User (Row Labels — login username, e.g.
firstname.lastname_crashclaim) - Columns: Rego Count
- Cells: count of vehicle registrations (movements) recorded against that user
How States Are Derived From Stage Timestamps
Since every stage in a flow (see Workflow Types & Stages) is timestamped when completed, a movement's state can be read off the Workflow record without a separate status field:
| State | Definition |
|---|---|
| Not Started | Booked, but the first stage has not started |
| Active | Booked, not yet completed |
| Completed | The flow's final stage is timestamped |
| Past 1 Hour / Past 2 Hours (overdue) | Still Not Started or Active, and the elapsed time since booking (or since the last completed stage) exceeds the panel's threshold |