Login at entirely.it.com. Your sidebar is organized into two groups:
| Group | Pages | Color |
|---|---|---|
| Triage | Triage Pipeline, Triage Intake, Tracker, Archive | Gold #c9a227 |
| Reference | Projects | — |
Pipeline is your default landing page. The triage sidebar is intentionally minimal—your scope is investigation and resolution of stale projects, not day-to-day scheduling or processing.
A five-column Kanban board. Projects move left to right as investigation progresses:
| Column | Purpose |
|---|---|
| New | Recently flagged, awaiting initial review |
| Investigating | Active investigation underway |
| Awaiting Documents | Waiting on external information (permits, plans, client response) |
| Resolved | Investigation complete, outcome documented |
| Returned | Sent back to originating branch for action |
A horizontal bar above the board displays five live metrics:
| Metric | Display |
|---|---|
| Total in triage | Count of all active cards |
| Avg days in triage | Mean investigation duration |
| > 30 days | Red count—requires attention |
| > 45 days | Auto-escalation threshold |
| Resolution rate | Resolved / (Resolved + Returned) trailing 30 days |
Each card on the board represents one project under investigation. Card elements:
| Element | Detail |
|---|---|
| Address | Site location (primary identifier) |
| Branch pill | Branch-colored badge (Baltimore, Manassas, Richmond) |
| Customer # | Client reference number |
| Days stale | Count since last status change; accent color if > 45 days |
| Category badge | CAT 1 existing project CAT 2 new triage-only |
| Pipeline indicator | Compact dot display of project stage |
| Left border | Red if > 30 days in triage |
Cards are draggable between columns. Drag a card from New to Investigating to begin work, or from Investigating to Resolved when finished.
Click any card to open a 420px detail panel on the right. The panel contains:
Full address, branch, customer number, property owner, project ID, current pipeline status. Pipeline indicator in detail mode (labeled, showing exact stage with sub-tracks).
Chronological log of all actions taken on this triage case. Each entry shows date, author, and action. The timeline builds automatically as you work the case.
| Action | Effect |
|---|---|
| Start Investigation | Moves card to Investigating, logs initiation |
| Request Documents | Moves to Awaiting Documents, sends notification to branch |
| Assign to Branch | Routes project to specific branch for scheduling |
| Resolve | Close with reason: inspected, cancelled, duplicate, or other |
| Return to Branch | Send back to originating branch with notes |
| Send RFI | Create a Request for Information to gather missing data |
| Add Note | Append to the investigation timeline |
Two tabs for adding projects to the triage pipeline:
Search existing projects by address, customer number, or permit number. Results appear as you type. Select a project and click Add to Triage to move it into the New column. A duplicate warning appears if the project is already in triage.
New project form for submissions that have no existing record. Fields: address, branch, customer number, property owner, notes. The system auto-enriches the submission with jurisdiction data, certifier routing, required forms, guardrail indicators, and timeline estimates.
A duplicate warning box appears when the entered address closely matches an existing project. Fuzzy matching catches common variations in address formatting.
Read-only access to the full project list. Use this for reference when investigating a triage case—checking related projects at the same address, reviewing inspection history, or verifying customer records. Searchable by address, permit number, and customer number.