Who this is for: Customer Care, operations and applications staff. What it covers: the messages that appear above the tracker, what turns each one on in Sunrise, and how to clear it.
The weekly project update at the top of the tracker.
A plain-language summary of the week, headed Weekly project update (Mon date - Sun date). The text comes from the project's weekly project update field in Sunrise, which is refreshed automatically each Sunday evening. It is hidden when the field is empty or says "Project Complete", "Project Cancelled" or "Project Inactionable". To correct a bad update, edit that field in Sunrise.
The COI request banner.
Shows when: the project has an Upload Certificate of Insurance task and is in the Orlando or Tampa region.
| Banner | State in Sunrise |
|---|---|
| "Fast-track your project... upload your Certificate of Insurance early" with Upload COI | No COI file on the task yet |
| "Certificate of Insurance, pending verification" with an In review tag | A COI file is on the task and the coverage amount and expiration date are filled in |
| "Certificate of Insurance verified" (customer can close it) | The Upload Certificate of Insurance task is completed |
Upload COI opens a form for the coverage amount, the policy expiration date (today or later) and the file (PDF, PNG or JPEG, up to 10 MB).
The COI upload form.
On Submit COI the file is attached to the task in Sunrise, the coverage amount and expiration date are saved on the project, and an email titled "MyFreedom Upload Verification Required: COI" goes to [email protected] with a link to the task. To verify it, review the file and complete the task. The banner then turns to "verified".
An Extended Project banner for new construction.
Shows when: one of the extended-project tasks is open (Confirm New Construction Readiness, Confirm Remodel Complete, Confirm Re-Roof Complete, Confirm Customer Initiated Delay > 30 Days Complete, Confirm Operations Assistance Complete). The wording matches the task, for example "New Construction" or "Project On Hold". A red step also appears in the current stage. Clears when the task is completed.