Use queue filters to prioritise renewal cases due this week and process passed cases first to meet deadlines.
When multiple renewal cases are due in the same week, efficient prioritisation is essential to meet deadlines. Instabase queue filters let you isolate renewal cases due within the next 7 days, then sort by validation status so you process passed cases immediately and tackle flagged cases afterward.
Compile a leadership-ready summary of validation accuracy, return-rate reduction, and processing time saved across the Registry using Instabase Analytics.
Configure workflow automation so validated cases move directly to license issuance or amendment processing without manual handoff.
Create and implement new validation rules in Instabase to automatically catch recurring document defects.
Use Instabase Analytics to identify the top reasons documents fail validation and which document types cause the most returns.
Open the Instabase web console and go to the case queue.
Click the Filter icon at the top of the queue.
Set filters: Case Type = Renewal, Due Date = next 7 days.
Within the filtered results, sort by Validation Status to see passed cases first.
Process all passed renewal cases due this week to close them immediately.
Then review the flagged renewal cases and determine which can be corrected quickly versus those that need to be returned to the customer.
You open the queue on [Day] morning and see [N] cases. You apply the filter: • Case Type = Renewal • Due Date = next 7 days The queue narrows to [M] renewal cases. You sort by Validation Status: • [X] cases show **Passed** • [Y] cases show **Flagged** You process the [X] passed cases first, closing them immediately. Now you review the [Y] flagged cases and determine which can be corrected quickly versus those that need to be returned to the customer.
Filter the case queue by: Case Type = Renewal, Due Date = next 7 days, Validation Status = Passed. Process these first since they require no correction, then move to the Flagged renewal cases due this week.
Cross-check company details across Annual Return and Customer Confirmation Letter documents for renewal cases.
Cross-check a share transfer or amendment addendum against the original MOA to see exactly what has changed.