T139 Member request ownership log
Member request ownership log
The log Callum Breckenridge keeps so that every request from a Basalt Creek Industries member has a named owner and an answer date on the day it arrives. Prepared by Callum, member services lead at the Workplace Safety Coordinators Association, for the Basalt Creek group administrator, Leonard Kalnins. It covers the 19 requests received from July 8 to September 28, 2026: access, certificate corrections, policy questions and roster changes.
Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.
Requests by type and state
Access and certificate corrections are where the two aged requests sit. Policy questions and roster changes each have one request open, and both have an owner. Every other request in the four groups is answered.
Live example from the Dashboards app, shown with Basalt Creek Industries' demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
Open requests and renewal items
The view shows seven records for Basalt Creek Industries: four member requests and three renewal items. Read the Status column first. Owned and In progress mean a named person has the item. Waiting for employer and Waiting for owner mean nothing moves until that person acts, and the Due column shows the date by which it should.
Before you share this page with a client
This view is filtered to Basalt Creek Industries, but the database also holds other clients' records, including Merriweather Mining Services and Rellick Rail Services. Keep the embed on a view filtered to the client the page is shared with. The view holds some rows marked Internal only. Limit it to Employer-visible rows before you share the page.
The five records below are the ones the group administrator acts on or is waiting for.
| Record | Type | Owner | Status | Due |
|---|---|---|---|---|
| Certificate name correction | Member request | Callum Breckenridge | Oct 7 | |
| Community access problem | Member request | Callum Breckenridge | Oct 7 | |
| Policy question on moving a membership | Member request | Callum Breckenridge | Oct 5 | |
| Roster change for two new coordinators | Member request | Callum Breckenridge | Oct 6 | |
| Roster review before renewal outreach | Renewal item | Adaeze Obiora | Oct 14 |
From received to answered
Nineteen requests came in. Two are open with an owner and two aged without one, which leaves 15 answered. The aged requests are counted on their own because the delay is the finding, not the outcome.
Live example from the Dashboards app, shown with Basalt Creek Industries' demo data.
Live example from the Dashboards app, shown with Basalt Creek Industries' demo data.
Ownership rule
Two requests waited more than 7 days without an owner
Certificate name correction. Raised Sep 8 in a personal inbox while a staff member was on leave. It had no owner until Callum took it on Sep 25, 17 days later, and it was 20 days old on Sep 28. Adaeze Obiora decided it needs no committee review. Next step: Callum corrects the certificate and confirms with the member by Oct 7.
Community access problem. Raised Sep 14 in the same inbox and taken by Callum on Sep 25. He answered it the same day. It stays In progress until the member confirms that access works, due Oct 7.
Consequence. Two members waited with no answer and no name to ask. A named colleague covers each personal inbox during leave and logs any request that arrives there.
The path of a request
flowchart LR
A[Request received] --> B{Owner named same day?}
B -- Yes --> C[Owned, answer date set]
B -- No --> X[Aged past 7 days]
X --> E[Escalated to the membership director]
E --> C
C --> D{Policy exception?}
D -- No --> F[Answer drafted and approved]
D -- Yes --> G[Committee or adviser decides]
G --> F
F --> H[Answered]
H --> I{Member confirms?}
I -- Yes --> J[Closed]
I -- No --> C
Response steps
The question is about moving a membership. Callum answers it from the group membership policy once the member confirms who is leaving and who is joining.
Callum has the two names of the new coordinators. Leonard Kalnins approves roster additions, so Callum adds them only after that approval.
Callum corrects the name on the certificate and confirms with the member. The record shows Adaeze's decision that no committee review is needed.
How to use this template
Log each member request the day it arrives with one named owner and an answer date. Review the log weekly, and escalate any request that reaches 7 days without an owner.
| Variable | Meaning | Required |
|---|---|---|
{{employer.name}} | Employer whose members' requests the log covers | Required |
{{request.open_rows}} | Open requests with owner, status, due date and days open | Required |
{{request.owner}} | Named person who owns each request | Required |
{{request.answer_date}} | Date the owner committed to answer | Required |
{{request.type_counts}} | Requests by type and state for the period | Required |
{{request.aged_list}} | Requests past 7 days without an owner, with the escalation | Required |
{{policy.applied}} | Policy used to answer each request | Optional |
If a required value is missing, show Needs review in its place and hold the log; never fill it with a guess. If the request records cannot be read, show Unavailable instead of the counts.
The live Dashboards blocks on this page show the Basalt Creek Industries demo profile. Point each block at your own client's profile, or remove it, before you share the page. Filter the embedded view to the same client as well.