Customer timeline
Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.
- 13 Aug 2026Pipeline: Firewall replacement and HA pair — LostOpportunitiesOwner Ben King. No response. Next with Supplier.
- 09 Aug 2026Finding raised: 1 warranties expire within 90 daysAlertsDevice lifecycle · information · AST-WARRANTY-SOON
- 07 Aug 2026Finding raised: 26 devices on a legacy operating system buildAlertsDevice lifecycle · warning · AST-OS-LEGACY
- 02 Aug 2026Pipeline: Practice management server + SQL licences — Awaiting Third PartyOpportunitiesOwner Rob Hall. Order received. Next with Third Party.
- 28 Jul 20263 users added this monthUsersUser count moved from 98 to 101.
- 27 Jul 2026Microsoft 365 sync partialSyncDatasets: users, licences, usage reports. Auth mode app-consent.
- 15 Jul 20262 assets added to inventoryAssetsRecorded by the operational source system.
- 09 Jul 2026Finding raised: Email security is not on a DCS contractAlertsSecurity validation · information · CON-NO-EMAIL-SECURITY
- 25 Jun 2026Finding raised: 32 in-service assets are out of warrantyAlertsDevice lifecycle · warning · AST-WARRANTY-EXPIRED
- 23 Jun 2026Executive Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 15 Jun 20264 assets added to inventoryAssetsRecorded by the operational source system.
- 28 May 2026Finding raised: 16 devices beyond their expected lifecycleAlertsDevice lifecycle · warning · AST-AGE
- 16 May 2026Finding raised: Backup and DR is not on a DCS contractAlertsSecurity validation · information · CON-NO-BACKUP-AND-DR
- 15 May 20264 assets added to inventoryAssetsRecorded by the operational source system.
- 09 May 2026Customer branding updatedSettingsLogo and primary colour saved as the new default for future packs.
- 15 Apr 20263 assets added to inventoryAssetsRecorded by the operational source system.
- 28 Feb 20263 users removed this monthUsersUser count moved from 97 to 94.
- 26 Feb 2026Technical Review pack generatedReportsGenerated by Priya Raman · customer-facing classification.
- 15 Feb 2026Removed 3 licencesLicensingPurchased total 113 → 110.
- 12 Feb 2026Executive Review pack generatedReportsGenerated by Dan Okafor · customer-facing classification.
- 11 Feb 2026Technical Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 28 Jan 20265 users removed this monthUsersUser count moved from 103 to 98.
- 15 Jan 20263 assets added to inventoryAssetsRecorded by the operational source system.
Events in view
23 of 45 recorded events
iHow the timeline is builtShow
Routine movement is aggregated rather than listed one event at a time — “12 users added this month” instead of twelve separate cards. Sync milestones, licence changes, equipment, findings, opportunities and generated packs all feed the same list.