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Kirkstall Insurance Partners

KIR597ActiveTime and materials

kirkstallinsurance.co.uk · Insurance · Account manager Ellie Marsh

Microsoft 365Healthy2 days agoSupport & assets (SQL)Healthy20 hr ago

01 Jan 202625 Aug 2026 · month buckets · applies to every section

Customer timeline

Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.

  1. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    23 Aug 2026
  2. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    23 Aug 2026
  3. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    19 Aug 2026
  4. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    08 Aug 2026
  5. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    03 Aug 2026
  6. Pipeline: Practice management server + SQL licences — With CustomerOpportunities
    Owner Rob Hall. Awaiting customer. Next with Customer.
    28 Jul 2026
  7. Removed 4 licencesLicensing
    Purchased total 15 → 11.
    19 Jul 2026
  8. Finding raised: 11 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    03 Jul 2026
  9. Finding raised: 23 machines supported on a time and materials basisAlerts
    Support · information · CON-NO-MANAGED
    16 Jun 2026
  10. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    04 May 2026
  11. 2 users removed this monthUsers
    User count moved from 10 to 8.
    28 Mar 2026
  12. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  13. Executive Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    17 Jan 2026

Events in view

13 of 21 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.