Views:
  • Open the “Deceased Estate Case Manager Dashboard”.

  • Review:

    • “Stage 1 SLA Compliance” bar chart

    • “Lockdown Exception Queue” list

    • “Pending Documentation” list 

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  • For cases nearing SLA deadline:

    • Check “Created Date” and “Account Lockdown Status”

    • If >8 days and not completed, expect automated email alert 

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  • For overdue cases:

    • Escalation email sent to Team Leader

    • Case priority automatically updated to “High 

  • Manually follow up with executor or solicitor if documents are delayed.
Keywords: SLA, escalation, overdue, dashboard, alerts, compliance