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Penrose Brokers Ltd

PEN360ActiveTime and materials

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

Microsoft 365Partial9 days agoSupport & assets (SQL)Healthy5 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. Microsoft 365 sync partialSync
    Datasets: users, licences, usage reports. Auth mode app-consent.
    16 Aug 2026
  2. Finding raised: 17 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    03 Aug 2026
  3. Pipeline: Practice management server + SQL licences — Meeting OrganisedOpportunities
    Owner Rob Hall. Meeting requested. Next with Customer.
    01 Aug 2026
  4. 7 users added this monthUsers
    User count moved from 59 to 66.
    28 Jul 2026
  5. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    14 Jul 2026
  6. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    14 Jul 2026
  7. Finding raised: 27 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    07 Jul 2026
  8. Finding raised: 3 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    03 Jul 2026
  9. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    21 Jun 2026
  10. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  11. 3 users added this monthUsers
    User count moved from 56 to 59.
    28 May 2026
  12. Added 7 licencesLicensing
    Purchased total 79 → 86.
    24 May 2026
  13. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  14. Finding raised: 15 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    29 Apr 2026
  15. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Apr 2026
  16. 4 users removed this monthUsers
    User count moved from 60 to 56.
    28 Mar 2026
  17. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Mar 2026
  18. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    26 Feb 2026
  19. 3 users removed this monthUsers
    User count moved from 63 to 60.
    28 Jan 2026
  20. Support Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    10 Jan 2026

Events in view

20 of 42 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.