TCG DATAE — Operations Center v2
TCG DATAE
RFI Cases
Open Docs
Signings Today
Signed ✓
Notaries Active
Agents at Risk
📅 Upcoming Signings
🚨 Escalated / Urgent Docs
⚠️ Agents Needing Attention
🕐 Activity Snapshot
TCG DATAE
🚨 Action Required — document(s) need attention
Active Cases
Case Identification
Timeline & Deadlines
Document Control
✏ EDITING DOCUMENT
⚡ Quick Checklist — Batch Add
📊 Documents by Type
No documents yet.
⚠ Urgent Attention Required
RFI Document Results
📄
No documents added yet.
TCG DATAE
0
Total
0
Stand By
0
Signed
0
Waiting
0
Confirmed
client confirmed
$0
Paid Today
notary payments
Add New Signing
✏ EDITING CASE — Changes apply only to this record
Case #SignerNotaryStatusConfirmationPaymentDate · TimeActions
TCG DATAE
⚠️ Commission Expiring Soon
0
Total Notaries
0
Active Cases
0
Pending Payments
0
Late Payments
🗺 Notary Distribution by State
Add / Edit Notary
✏ EDITING NOTARY — Changes apply only to this record
NameCity/State/ZIPPhoneAssigned CaseCommission ExpPayment StatusActions
TCG DATAE
0
Total Agents
0
Active
0
At Risk (<8)
0
Cases This Week
avg score
Avg Score
Add / Edit Remote Agent
✏ EDITING AGENT
AgentDepartmentStatusScore (1–10)Week / Month CasesWeekly Goal (5)TrendActions
💾 Backup & Restore
Export all data to JSON or restore from a previous backup
Storage Info
⚠ DANGER ZONE
👤 Examiner Management
Existing Examiners — Click to Select
No examiners added yet.
Document Details
Internal Case #
Claim #
Client Name
Examiner
Requested
Received
Sent to FL
Status
Case Details
Signer
Notary
Date · Time
Status
Confirmation
Payment
Payment Amount
📋 Documents Checklist
📝 Notes
📋 Outcome
Timeline
Notary Profile
Phone
Email
Location
ZIP Code
Commission #
Commission Exp
Current Case
Fee Agreed
Assignment Date
Signing Date/Time
Payment Status
⭐ Rating & Notes
Performance Rating
Case History
Agent Profile
Email
Phone
Department
Location/TZ
Supervisor
Start Date
Status
Performance Score
Cases — This Week
Cases — This Month
Cases — All Time
Avg Response Time
📈 Performance Trend (Last 8 Weeks)
Green = goal met (≥5) · Red = below goal
📊 Log Weekly Cases
⭐ Update Performance Score
Score ≥ 8 = Active · 6–7 = On Watch · < 6 = At Risk
📝 Notes & Observations
Activity Timeline