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Inspection case

DEMO-20260409-001

Reference: REF-001 · Client: Demo Client · Country: VN-SEA
WAITING_INFOPENDING_SUPPLIER_INFOREADY_FOR_ASSIGNMENTBlocked
Mark cost ready Move to waiting info Mark inspection active
Documents
3
3 certificate(s)
Jump to Documents →
Report assets
0
No linked assets
Jump to Report Files →

Case Summary

Main operational focus
Checklist done
1/8
Payments linked
0
Open alerts
0
Chase missing supplier/schedule details and keep ownership explicit.
Recommended next step: Supplier info collected — Supplier: Smoke Test Supplier B
Stage progress
1/8
Operational milestones completed on this case.
People on case
0
Participants / ownership footprint attached right now.
Payment readiness
0
Draft payment items already clean enough to bundle.

Case Progress Checklist

Drive the case to done
✓
Booking created
Booking no. DEMO-20260409-001
Done
!
Supplier info collected
Supplier: Smoke Test Supplier B
!
Inspector assigned
Assign lead inspector
!
Chat group set
Add chat app + group ref
Update comms
!
Evidence received
NOT_STARTED
Update ops status
!
Cloud upload done
NOT_STARTED
Update ops status
!
VerifyCargo updated
NOT_STARTED
Update ops status
!
Final info completed
NOT_STARTED
Review work items

Ownership & Responsibilities

Fast scanning for handoff
U
Unassigned
Coordinator
U
Unassigned
Lead inspector
U
Unassigned
RA/PT owner
Open client CRMBack to board
Current owner
—
Chat app
WHATSAPP
Chat group
—
Next action
Follow up supplier docs
Handoff rule: if current owner, lead inspector, and next action are clear, the case is usually controllable even when upstream data is still noisy.

Case overview

Open client CRM
Supplier
Smoke Test Supplier B
Partner contact
Ms. Booking
Location
Smoke Test Factory B
Shipment type
—
Booking date
—
ETD
—
Source channel
—
External request ref
—
Coordinator
—
Lead inspector
—
RA/PT owner
—
Current owner
—
Inspection date
2026-04-06
Documents
3 linked
Report assets
Pending

Communication & evidence

Chat app
WHATSAPP
Chat group
—
Evidence status
NOT_STARTED
Cloud upload
NOT_STARTED
VerifyCargo
NOT_STARTED
Finalization
NOT_STARTED
Next action
Follow up supplier docs
Last check-in
2026-04-09 13:23

Planning & processing

Matching
MATCHED
Assignment status
NOT_ASSIGNED
Approval status
PENDING_COORDINATOR_REVIEW
Cost status
READY
Risk level
HIGH
Blocked
YES · Waiting supplier response
Done at
—
Latest activity
BOOKING_ACTION_MARK_CERTIFICATE_VERIFIED

Cost & financial summary

Total cost USD
0 USD
Total cost RMB
0 RMB
Claim USD
0 USD
Latest assigned
—
Latest completed
—
Latest work log
—
Containers
0
Matches
0

Case basics

Commercial + source-of-truth fields
Edit case basics

Operations control

Ownership, timing, and field communication
U
Unassigned
Lead inspector
U
Unassigned
RA/PT owner
U
Unassigned
Current owner
Edit operations

Case workflow actions

Execution controls
Use these only when the real-world case has moved. This section should mirror operations truth, not become a second source of confusion.
Booking workflow

Mark cost ready

Booking status → COST_PENDING
Case workflow

Move to waiting info

Booking status → READY_FOR_ASSIGNMENT
Case workflow

Mark inspection active

Booking status → IN_INSPECTION
Case workflow actions available now include move to waiting info, inspection active, evidence processing, final review, and case completed when state allows.

Activity frequency

BOOKING_UPDATED · 2BOOKING_ACTION_MARK_CERTIFICATE_VERIFIED · 1BOOKING_ACTION_MARK_CERTIFICATE_RECEIVED · 1BOOKING_ACTION_REQUEST_CERTIFICATE · 1

Team Assignment

Add or update coordinator, inspector, RA/PT, reviewer, and finance participants directly from the case.
No participant cards yet.

Participants

0 row(s)
RoleTypeNameStatusPrimaryAssigned at
No participants yet

Tasks

Track operational tasks, ownership, status, and effort for each case.
No work item cards yet.

Work items

0 row(s)
Task typeTaskOwnerStatusQtyStartedCompleted
No work items yet

Documents

Documents module v1 · links first
Track certificates, links, and supporting docs attached to this booking.
Add new document
Create first, then expand an item only when you need to edit it.
Existing documents
Summary-first cards. Expand only when editing.
Table below is kept as compact audit view only.
CERT

Sample Cert

REQUESTED · Certificate
Created 2026-04-10 14:35 · Updated 2026-04-10 14:35
module smoke
CertificateLinkEdit
Open link
CERT

Sample Cert

REQUESTED · Certificate
Created 2026-04-10 14:35 · Updated 2026-04-10 14:35
module smoke
CertificateLinkEdit
Open link
Certificate

Live test cert

No status · Certificate
Created 2026-04-10 22:30 · Updated 2026-04-10 22:30
CertificateLinkEdit
Open link
Audit table view

Documents

3 row(s)
CategoryLabelStatusLinkCertificateCreated
CERTSample CertREQUESTEDOpenYES2026-04-10 14:35
CERTSample CertREQUESTEDOpenYES2026-04-10 14:35
CertificateLive test cert—OpenYES2026-04-10 22:30

Certificates

Workflow + evidence guardrails
Track request → receive → verify, and keep it tied to real certificate documents.
NeededRequestedReceivedVerified3 certificate doc(s)
Step 1

Request certificate

Marks the case as certificate requested.
Certificate already requested.
Step 2

Mark received

Only valid after request has happened.
Certificate already marked received.
Step 3

Mark verified

Requires received status and at least 1 certificate document.
Certificate already verified.
Guardrails: cannot verify before received, and cannot verify without at least one linked certificate document in the Documents section.

Report Files

Report files module v1 · links first
Attach report photos/assets as links with lot/container references.
Add new report asset
Keep report evidence lightweight: links first, metadata second.
Existing report assets
Quick scan first, expand only when editing.
Table below is kept as compact audit view only.
No report assets yet.
Audit table view

Report assets

0 row(s)
LabelLinkLotContainerCreated
No report assets yet

Payment readiness

Secondary workflow only — keep case ops moving first, then bundle payment cleanly.
Draft items
0
Ready to bundle
0
Bundled items
0
Missing payee
0
Missing payee items need participant/payee resolution before they can be bundled into payment requests.

Payment bundle

Bundle draft payment items into workforce-capable payment requests.

Payment summary

0 row(s)
Fee typeDescriptionPayeeAmountStatusQty/RateRequestSource work item
No payment items yet

Assignments

0 row(s)
InspectorRoleStatusAssignedWork logs
No assignments yet

Payment requests

0 row(s)
RequestStatusRequestedApproved
No payment requests yet

Alerts

0 row(s)
AlertSeverityStatusDetected at
No alerts