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Review outstanding company actions from the header signal strip

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

Audience

This guide is designed for project manager.

Steps​

Step 1: Locate the header signal strip on the company detail page​

At the top of the company detail view, find the thin strip of rounded status pills that highlights areas needing your attention; if everything is up to date, this strip will be empty.

Locate the header signal strip on the company detail page

Step 2: Scan the pills to understand where action is required​

Read each pill label and icon to see which areas need work, such as forms, RAMS, documents, compliance, or packages, along with a short descriptor like overdue or expiring.

Scan the pills to understand where action is required

Step 3: Open the relevant tab directly from a pill​

Select a pill to open the matching tab, which will focus on the items needing action so you can move straight from the signal to the related worklist.

Open the relevant tab directly from a pill

Step 4: Review and work through the pre-filtered items​

In the opened tab, check the pre-filtered list of outstanding items and work through them until no further actions remain for that area.

Review and work through the pre-filtered items

Step 5: Confirm when no further actions are signalled​

Return to the company header and note that pills disappear as action items are resolved, leaving the strip empty when everything is green.

Confirm when no further actions are signalled

Last updated: 2026-06-15