Interactive mockup — sample records. This shows the historical audit trail Kasey asked for: follow-ups are kept as dated entries, not overwritten.
Colorado Wholesale Producer Directory Admin view

Admin & review team

Follow-up history — Sunhollow Family Farm

Every assessment and follow-up is kept as a dated record. Business details (name, website) can change without losing the audit trail of what was agreed and when.

Assessment timeline

  • 2026-06-09 · viewed by B. Barrow (no changes)
    Profile checked — no edits

    Looked over the submission during a capacity overflow; no changes made. Logged as a touch so the team can see who has looked at this and when.

  • 2026-06-02 · entered by J. Avery on behalf of reviewer K. Neiss
    Status set to “Needs improvement”

    Training predates 2023 rule; asked producer to complete a refresher within 6 months. Liability under $1M — flagged for schools/hospitals eligibility. Knowledge: Needs work.

    Next follow-up: 2026-09-01Referred: CSU Extension
  • 2025-07-14 · reviewed by K. Neiss
    Status set to “Needs improvement”

    GAP confirmed on USDA list. Food safety plan not yet audited. Knowledge: Needs work.

    Next follow-up: 2026-06-01
  • 2025-03-03 · created from public sources
    Starter listing added

    Unclaimed listing seeded for the directory.

Why keep a history?

From the 6/9 standup: the admin follow-up answers (GAP conversations, training agreements, knowledge assessments, agreed next steps and dates) are most useful as an ongoing record rather than something overwritten each year.

So each review writes a new dated entry. The current profile always reflects the latest, but the timeline preserves what was agreed and when — useful if a producer rebrands or details change between reviews.

Entries also capture who touched the profile — including views with no changes — and distinguish the admin who entered a note from the reviewer who had the field touch-point, so a shared team can see who's looked at what.

In this demo

These entries are illustrative. The point is to confirm the shape of the record: date, reviewer, status, what was agreed, next follow-up date.

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