Inspection case
DEMO-20260409-002
Reference: REF-002 · Client: Demo Client · Country: VN-HAN
INTAKENEW_REQUESTNEW
Move to waiting info Request certificate
Case Summary
Main operational focusCreate the booking cleanly, capture supplier/client basics, then move into follow-up.
Recommended next step: Inspector assigned — Assign lead inspector
Stage progress
2/8
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-20260409-002
Done✓Supplier info collected
Supplier: North Star Textiles
DoneOwnership & Responsibilities
Fast scanning for handoffNext action
Create booking checklist
Handoff rule: if current owner, lead inspector, and next action are clear, the case is usually controllable even when upstream data is still noisy.
Supplier
North Star Textiles
Inspection date
2026-04-07
Communication & evidence
Evidence status
NOT_STARTED
Next action
Create booking checklist
Last check-in
2026-04-09 12:23
Planning & processing
Assignment status
NOT_ASSIGNED
Approval status
NOT_SUBMITTED
Latest activity
BOOKING_UPDATED
Case basics
Commercial + source-of-truth fieldsEdit case basics
Operations control
Ownership, timing, and field communicationEdit operations
Case workflow actions
Execution controlsUse these only when the real-world case has moved. This section should mirror operations truth, not become a second source of confusion.
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 · 1
Team Assignment
Add or update coordinator, inspector, RA/PT, reviewer, and finance participants directly from the case.
No participant cards yet.
| Role | Type | Name | Status | Primary | Assigned at |
|---|
| No participants yet |
Tasks
Track operational tasks, ownership, status, and effort for each case.
No work item cards yet.
| Task type | Task | Owner | Status | Qty | Started | Completed |
|---|
| No work items yet |
Documents
Documents module v1 · links firstTrack 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.
No linked documents yet.
Audit table view
| Category | Label | Status | Link | Certificate | Created |
|---|
| No linked documents yet |
Certificates
Workflow + evidence guardrailsTrack request → receive → verify, and keep it tied to real certificate documents.
No certificate status yet0 certificate doc(s)
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 firstAttach 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
| Label | Link | Lot | Container | Created |
|---|
| No report assets yet |
Payment readiness
Secondary workflow only — keep case ops moving first, then bundle payment cleanly.
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.
| Fee type | Description | Payee | Amount | Status | Qty/Rate | Request | Source work item |
|---|
| No payment items yet |
| Inspector | Role | Status | Assigned | Work logs |
|---|
| No assignments yet |
| Request | Status | Requested | Approved |
|---|
| No payment requests yet |
| Alert | Severity | Status | Detected at |
|---|
| No alerts |