Compliance check - customer not paid and not received the report
We attended site 4th March 2026 - customer chased report 26/3/26 - also customer had not paid
Ensure payment for compliance checks is received before attendance; follow pipelines in Pipedrive for payment/attendance sequencing.
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No formally documented process to ensure payment verification before attendance; pipelines not consistently followed.
Write up and implement a formal process for compliance checks (from booking to invoicing and attendance) and train staff.
System tasked to draft the process and email Rob, Michelle and Luke; pending adoption.
Builds an evidence-based review from this NCL, status history, related NCLs, and relevant communications. The report is stored here and emailed to Luke, Rob and Michelle.
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| From | To | Changed At | By | Note |
|---|---|---|---|---|
| Initial | In Review | 2026-05-05 21:11:19 | management review | Transcript summary: Compliance check (Sam Perona): customer not paid and report not received. Team recognised lack of a written process to ensure payment prior to attendance and agreed system should draft a compliance-check process. Draft process requested from system; invoice/payment controls to be put in place. Root cause check: strong - Clear process gap identified and an explicit action created to draft/implement the missing process. |
| - | Initial | 2026-03-27 16:35:58 | anonymous | - |