Reopen bookingMove to waiting infoMark case completed
Case cockpit
Main operational focus
Checklist done
8/8
Payments linked
1
Open alerts
0
Case is done. Only payment/admin cleanup should remain.
Recommended next step: Case checklist is complete. You can focus on payment/admin cleanup only.
Operational checklist
Drive the case to done
✓
Booking created
Booking no. BK-SAMPLE-DONE
Done
✓
Supplier info collected
Supplier: Supplier Sample 6
Done
✓
Inspector assigned
Nguyen Inspector
Done
✓
Chat group set
WHATSAPP · whatsapp-sample-6
Done
✓
Evidence received
READY
Done
✓
Cloud upload done
COMPLETED
Done
✓
VerifyCargo updated
COMPLETED
Done
✓
Final info completed
COMPLETED
Done
Who owns what
Fast scanning for handoff
CA
Cargo Admin
admin@cargo.local
NI
Nguyen Inspector
Lead inspector
CA
Cargo Admin
admin@cargo.local
Current owner
Cargo Admin
Chat app
WHATSAPP
Chat group
whatsapp-sample-6
Next action
Completed
Case overview
Supplier
Supplier Sample 6
Source channel
—
External request ref
—
Coordinator
Cargo Admin
Lead inspector
Nguyen Inspector
RA/PT owner
Cargo Admin
Current owner
Cargo Admin
Inspection date
2026-04-13
Communication & evidence
Chat app
WHATSAPP
Chat group
whatsapp-sample-6
Evidence status
READY
Cloud upload
COMPLETED
VerifyCargo
COMPLETED
Finalization
COMPLETED
Next action
Completed
Last check-in
2026-04-07 22:40
Planning & processing
Matching
MATCHED
Assignment status
ASSIGNED
Approval status
NOT_SUBMITTED
Cost status
FINALIZED
Risk level
LOW
Blocked
NO
Done at
2026-04-09 04:44
Latest activity
BOOKING_ACTION_MARK_CASE_COMPLETED
Cost & financial summary
Total cost USD
150 USD
Total cost RMB
0 RMB
Claim USD
150 USD
Latest assigned
—
Latest completed
—
Latest work log
—
Containers
0
Matches
0
Update case basics
Update operations
NI
Nguyen Inspector
Lead inspector
CA
Cargo Admin
admin@cargo.local
CA
Cargo Admin
admin@cargo.local
Case workflow actions
Use dedicated actions to move the case through intake, inspection, evidence processing, final review, and completion.
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_ACTION_MARK_CASE_COMPLETED · 20
Participant management
Add or update coordinator, inspector, RA/PT, reviewer, and finance participants directly from the case.
Participants
3 row(s)
Role
Type
Name
Status
Primary
Assigned at
COORDINATOR
USER
Cargo Admin
ASSIGNED
YES
2026-04-08 03:44
LEAD_INSPECTOR
INSPECTOR
Nguyen Inspector
ASSIGNED
YES
2026-04-08 03:44
RA
USER
Cargo Admin
ASSIGNED
YES
2026-04-08 03:44
Work item management
Track operational tasks, ownership, status, and effort for each case.
Work items
2 row(s)
Task type
Task
Owner
Status
Qty
Started
Completed
VERIFYCARGO_UPLOAD
Upload evidence to VerifyCargo
Cargo Admin
COMPLETED
1 task
2026-04-08 03:56
2026-04-08 03:56
FINAL_FORM_COMPLETION
Complete final review form
Cargo Admin
COMPLETED
1 task
2026-04-08 03:56
2026-04-08 03:56
Payment readiness
Secondary workflow only — keep case ops moving first, then bundle payment cleanly.
Draft items
0
Ready to bundle
0
Bundled items
2
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.