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Pannal Care Trust

PAN817ActiveTime and materials

pannalcare.co.uk · Healthcare · Account manager Rachel Byrne

Microsoft 365Partial10 days agoSupport & assets (SQL)Partial3 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. Executive Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    15 Aug 2026
  2. Microsoft 365 sync partialSync
    Datasets: users, licences, usage reports. Auth mode delegated-fallback.
    15 Aug 2026
  3. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    11 Aug 2026
  4. Finding raised: 1 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    06 Aug 2026
  5. Pipeline: Veeam backup licensing renewal — With CustomerOpportunities
    Owner Rob Hall. Quote sent. Next with Customer.
    25 Jul 2026
  6. Finding raised: 10 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    13 Jul 2026
  7. 3 users removed this monthUsers
    User count moved from 20 to 17.
    28 Jun 2026
  8. Finding raised: 16 machines supported on a time and materials basisAlerts
    Support · information · CON-NO-MANAGED
    15 Jun 2026
  9. 2 users added this monthUsers
    User count moved from 18 to 20.
    28 May 2026
  10. Finding raised: SLA achievement at 0.0% over the last 90 daysAlerts
    Support · warning · SUP-SLA
    26 May 2026
  11. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    07 May 2026
  12. Licensing Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    03 May 2026
  13. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    19 Apr 2026

Events in view

13 of 22 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.