New Files Dashboard — Panel Criteria
App: Accident App Last updated: July 2026 — Data Cleanse Audit
Reference for all dashboard panels. Each panel below states which form it reads from and its filter criteria.
Removed Panels
Panels and linked reports flagged for deletion in this audit pass — none specified.
Active Panels
Awaiting Photos
Form: Claim Form
Criteria: Claims_Management_Form.Upload_Completion == false && Claim_Type1.contains("Repair") && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Declined" && Claims_Management_Form.Status != "Rejected" && Repair_Demand.Date_Settled is null
Awaiting Quoter Allocation
Form: Claim Form · ✅ No changes needed
Criteria: Claims_Management_Form.Upload_Completion == true && Claim_Type1.contains("Repair") && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Quoter1 is null && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Status != "Declined"
Awaiting Quote Completion
Form: Claim Form · ✅ No changes needed
Criteria: Claims_Management_Form.Upload_Completion == true && Claim_Type1.contains("Repair") && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Quoter1 is not null && Claims_Management_Form.Quote_Status != "Completed" && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Status != "Declined"
Awaiting Assessor Allocation
Form: Claim Form
Criteria: Claims_Management_Form.Upload_Completion == true && Claim_Type1.contains("Repair") && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Quote_Status == "Completed" && Claims_Management_Form.Assessor is null && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Status != "Declined"
Outstanding: "Not a CBR Job" condition requested — CBR field not yet identified on the Claim Form.
Awaiting Assessor Completion
Form: Claim Form
Criteria: Claims_Management_Form.Upload_Completion == true && Claim_Type1.contains("Repair") && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Quote_Status == "Completed" && Claims_Management_Form.Assessor is not null && Claims_Management_Form.Assessment_Status != "Completed" && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Status != "Declined"
Outstanding: Add Assessment Value condition — Claims_Management_Form.Assessment_Value is not null && Claims_Management_Form.Assessment_Value != 0.
Awaiting Repairer Allocation
Form: Claim Form
Criteria: Claims_Management_Form.Upload_Completion == true && Claim_Type1.contains("Repair") && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Quote_Status == "Completed" && Claims_Management_Form.Assessment_Status == "Completed" && Claims_Management_Form.Repairer is null && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Status != "Declined"
Outstanding (dev task): Add an Update button to the report for repairer assignment. WhatsApp Claude / Kratos integration for repairer lookup — not yet built.
Awaiting Repair Completion
Form: Claim Form
Criteria: Claims_Management_Form.Upload_Completion == true && Claim_Type1.contains("Repair") && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Quote_Status == "Completed" && Claims_Management_Form.Assessment_Status == "Completed" && Claims_Management_Form.Repairer is not null && Claims_Management_Form.Date_Repair_Completed is null && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Status != "Declined"
Outstanding:
- Field name mismatch: panel uses
Date_Repair_Completed_Rect, report usesDate_Repair_Completed. Needs resolution. - Clarify whether "update all jobs as completed if vehicle returned to client" should be a one-time bulk update or an ongoing automated workflow.
Matters Without a TP Claim Number
Form: Demands
Criteria: state == "Enable" && Recovery_Firm2.ID is not null && Status != "Cancel" && Status1 != "Settled" && Status1 != "Remitted" && Date_Settled is null && File_Number.At_Fault_Party_Claim is null && File_Number.Claim_Number is not null && Claims_Management_Form.Repair_Status != "Completed" && Claims_Management_Form.Date_Repair_Completed is null && Claims_Management_Form.Hire_Status != "Off Hire"
Matters Without a TP Claim Number and Client Claim Number
Form: Demands
Criteria: state == "Enable" && Recovery_Firm2.ID is not null && Status1 != "Cancel" && Status1 != "Settled" && Status1 != "Remitted" && Date_Settled is null && File_Number.At_Fault_Party_Claim is null && File_Number.Claim_Number is null && Claims_Management_Form.Repair_Status != "Completed" && Claims_Management_Form.Date_Repair_Completed is null && Claims_Management_Form.Hire_Status != "Off Hire"
Red Flag Job – Pending Validation
Form: Demands
Criteria: state == "Enable" && Recovery_Firm2.ID is not null && Status != "Cancel" && Status1 != "Settled" && Status1 != "Remitted" && Date_Settled is null && File_Number.Is_Claim_Accepted == "Red Flag Job – Pending Validation" && Status1 != "Cancel" && Status1 != "Closed" && Claims_Management_Form.Repair_Status != "Completed" && Claims_Management_Form.Date_Repair_Completed is null && Letter_of_Demand_Date is null
Red Flag Job – Pending Validation, File Age 14+
Form: Demands
Criteria: state == "Enable" && Recovery_Firm2.ID is not null && Status != "Cancel" && Status1 != "Settled" && Status1 != "Remitted" && Date_Settled is null && File_Number.Is_Claim_Accepted == "Red Flag Job – Pending Validation" && File_Age > 14 && Status1 != "Cancel" && Status1 != "Closed" && Claims_Management_Form.Repair_Status != "Completed" && Claims_Management_Form.Date_Repair_Completed is null && Letter_of_Demand_Date is null
Outstanding: Confirm File_Age is calculated from vehicle pickup / on-hire date, as required.
Claim Not Accepted and Not Red Flag Pending Validation
Form: Demands · No criteria changes
Outstanding (non-criteria):
- Add columns to report display: Repair Status, Client Vehicle Location, Demand Status
- Workflow trigger — when
ATA_Signature is not blankandIs_Claim_Accepted == "Red Flag Job – Pending Validation", auto-update to Accepted. Confirmed: code already exists and is correct.
Assessment Value Is Empty
Form: Claim Form
Criteria: Is_Claim_Accepted != "Declined" && Claim_Type1 != "Rental Only" && Claim_Type1 != "Towing/Storage Only" && Claim_Type1 != "Towing/Storage + Free Rental" && Claim_Type1 != "Towing/Storage + Rental" && Claim_Type1 != "Storage Only" && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Declined" && Claims_Management_Form.Status != "Rejected / On Hire" && Claims_Management_Form.Status != "Cancelled / On Hire" && Claims_Management_Form.Status != "Rejected" && Is_customers_vehicle_being_repaired_or_a_total_loss != "Total Loss" && Claims_Management_Form.Date_Repair_Completed is null && Repair_Demand.Status1 != "Settled" && Repair_Demand.Status1 != "Remitted" && Claims_Management_Form.Assessment_Value is null && Claims_Management_Form.Assessment_Status == "Completed"
Outstanding: Replace the old Claim_Type1 exclusion list with Claim_Type1.contains("Repair"), for consistency with all other panels.
Awaiting Repair Recovery
Form: Claim Form · ✅ New panel and report created
Criteria: Claims_Management_Form.Assessment_Status == "Completed" && Offer_Details.Repair_Recovery_Firm is null && Claims_Management_Form.Status != "Rejected" && Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Declined"
Awaiting Rental Recovery
Form: Claim Form · ✅ New panel and report created
Criteria: Claims_Management_Form.Status != "Cancel" && Claims_Management_Form.Status != "Declined" && Claims_Management_Form.Status != "Rejected" && Offer_Details.Rental_Recovery_Firm is null && Claims_Management_Form.Hire_Status == "Off Hire"