Getting Started
Understanding Your Dashboard
The dashboard is the customer view for approved quote work, source status, requested details, and proof notes.
What to do
- Review the active case summary first.
- Check whether support needs more information before work can continue.
- Use source notes to understand what has been submitted, reviewed, or blocked.
- Download proof when a completed item has evidence available.
Useful notes
- Status language is intentionally customer-safe and should avoid internal queue terms.
- A blocked item usually needs source response, verification, or customer context.