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Review company action signals in the header

Use the header signal strip to see where action is needed for a company and jump straight to the relevant worklists.

Audience

This guide is designed for project manager.

Steps​

Step 1: View the company header signal strip​

Open a company detail page and look at the thin signal strip at the top of the header, which summarises areas needing your attention.

View the company header signal strip

Step 2: Check forms that need attention​

If you see a "Forms" pill such as "Forms: 2 overdue", note how many forms require action before selecting it to open the Forms tab.

Check forms that need attention

Step 3: Review RAMS items requiring review​

Select any "RAMS" pill (for example "RAMS: 4 to review") to open the RAMS tab pre-filtered to items that need your review.

Review RAMS items requiring review

Step 4: Monitor compliance deadlines​

Use the "Compliance" pill when it appears (such as "Compliance: expiring") to jump straight to compliance records that are expired or close to expiring.

Monitor compliance deadlines

Step 5: Open other action lists from pills​

Select other pills such as "Documents", "Packages" or "ITP" to open their respective tabs, focusing on items where action is required.

Open other action lists from pills

Step 6: Confirm when no action is required​

If the signal strip is empty, treat this as confirmation that nothing currently needs your attention for that company.

Confirm when no action is required

Last updated: 2026-07-09