The company record

Seven tabs shared by every staff role: Overview, Application, Assessments, Dashboard, Recommendations, Notes, History.

• Overview. Profile, contacts and roles, the account owner (Commercialisation Manager), and the engine's proposed stage for the Commercialisation Manager to confirm or reject.
• Application. Eligibility answers and auto-check flags, merit responses with the AI draft, reviewed scores and delta, the decision form, agreement status, countersign, override and review controls.
• Assessments. Module availability within the ceiling, every assessment with its versions, engine runs with hashes, module agents with last run, evidence counts and a Run agent button.
• Dashboard. The company's widgets read-only, with a role-preview switch.
• Recommendations. Unreviewed first; side-by-side review with Confirm, Supplement, Edit or Retract; Plans below with the same cycle.
• Notes. Engagement notes, meetings and Transition Specialist referrals (Commercialisation Manager).
• History. The full audit trail for the company.

A Commercialisation Manager sees only the companies they own unless the Delegate grants portfolio-wide read.

Related topics

• Decisions, countersign, override and review Who decides what, and the controls that keep decisions separate from AI and from each other.
• Queues, SLAs, claiming and conflicts Every queue item shows age and SLA; claim it for two hours; declared conflicts remove companies from your queues.
• Module agents and evidence Each module has an agent that gathers public evidence through an allow-listed proxy; nothing affects a score unless you confirm it.

Pages where this applies: /staff/companies