KPI drill-downs and investigations
Click a KPI to open a modal with the exact underlying records, resume saved findings and ask Scout — without losing your filters.
Contract specialist · Contracting Officer · COR · Supervisor
/pdcc/my-day/aliveEvery ALIVE tile is clickable. The drill-down keeps the KPI, applied filters and active persona as its context.
Drill-down flow
1. Click a KPI
A modal opens over the current page (e.g. over the calendar) with the selected KPI and scope.
2. Inspect records
Selected record, sample evidence, draft finding.
3. Resume or review
The awaiting-action review modal resumes the saved finding instead of creating a second review.
4. Ask Scout
Scout uses your saved persona, this KPI, and applied filters.
5. Close
Focus returns to the KPI that opened the modal; filters are preserved.
Common drill-downs
- Awaiting-action modal — the jobs behind *Awaiting my action*, with Last step and Next action.
- Overdue deliverables deep dive — distinguishes recorded overdue status from any unsupported reason for delay; proposes a follow-up without sending it (overdue work).
- ALIVE document-matching modal — carries the parent contract and filter scope; each accepted file needs current source access.
- ALIVE milestone investigation — on Portfolio; a missing funding decision is an evidence gap.
- Missing-evidence modal in Studio — bound to the current view's filters; reuses an existing task instead of duplicating.
Related guides
ALIVE overview
The KPI overview on My Day: Awaiting my action, Overdue deliverables, Upcoming and more — computed from currently authorized records with a visible refresh time.
Contract calendar, waiting and overdue work
Contract-scoped calendar lanes, waiting and overdue items, and overdue-deliverable follow-ups (G05 calendar and investigations).
Ask Scout about your work
Open Scout with Alt+S to get evidence-grounded assistance inside the record you are viewing (SG01).