Weekly Update Checklist
Color Legend
RISK LEVELS
🟢 Low🟡 Medium🟠 High🔴 Critical
PROFITABILITY TIERS
⭐ AAA⭐ AA✅ A🔵 B⚠️ C
AR 60+ THRESHOLDS
✅ $0 Clear🟡 $1-$9,999🔴 $10K+ Action
STAFFING TYPES
Permanent CMRelief CMAPMNo APM/AdminCWS
Valid Dropdown Options
Key Contacts
Automated Features
Risk Distribution
Profitability Mix
Staffing Breakdown
Active Alerts & Action Items
Portfolio Size by District Manager
District Manager Portfolio Summary
Filter by Risk:
| District Manager | Total Corps |
Units | Risk Low |
Risk Med |
Risk High |
Risk Crit |
Tier AAA |
Tier AA |
Tier A |
Tier B |
Tier C |
AR 60+ | Renewals Due |
Audit OD |
|---|
* Risk and Tier counts show number of corporations in each category per District Manager.
District Manager Details — Quick Edit
Full Name
Phone
Sites Managed
Reports To (Director)
Notes
0 / 0 sites
Clear AR
-
No 60+ day balances
Monitor
-
$1 to $9,999 outstanding
Critical AR Alerts
-
$10,000+ — Immediate action
Aged Receivables — 60+ Days
Sorted highest first| Site Name | Corp # | District Manager | Condo Admin (SA) | AR 60+ Days | Variance | Budget | Surplus/Deficit | Status | Actions |
|---|
Audits Complete
-
Audits Overdue
-
Inspections Due
-
CAO Registered
-
Compliance & Audit Tracker
| Site Name | District Manager | Audit | Audit Date | CAO Reg. | Director Notice | Year End | AGM Date | Last Insp. | Insp Due? | Monthly Report | Actions |
|---|
Site Notes & Documents
Add notes and attach documents to any site
Attached Documents
General Notes & Documents
Company-wide notes not tied to any specific site
General Documents
Audit Log
| Timestamp | User | Action | Entity | Record | Details / Changes |
|---|
User Management
Pending Approval
All Users
| Name | Designation | Role | Access Level | Status | Registered | Last Login | Actions |
|---|
Organizational Charts & Staff Directory
Staff Directory
| Name | Title | Role | Division | Reports To | Phone | Status | Actions |
|---|