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Inspection case

BK-SAMPLE-DONE

Reference: REF-106 · Client: Demo Client · Country: CN
COMPLETEDDONECLOSEDFinalization ready
Reopen booking Move to waiting info Mark 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.
Booking workflow

Reopen booking

Booking status → READY_FOR_ASSIGNMENT
Case workflow

Move to waiting info

Booking status → CLOSED
Case workflow

Mark case completed

Booking status → CLOSED
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.
USER

Cargo Admin

INSPECTOR

Nguyen Inspector

USER

Cargo Admin

Participants

3 row(s)
RoleTypeNameStatusPrimaryAssigned at
COORDINATORUSERCargo AdminASSIGNEDYES2026-04-08 03:44
LEAD_INSPECTORINSPECTORNguyen InspectorASSIGNEDYES2026-04-08 03:44
RAUSERCargo AdminASSIGNEDYES2026-04-08 03:44

Work item management

Track operational tasks, ownership, status, and effort for each case.
VERIFYCARGO_UPLOAD

Upload evidence to VerifyCargo

FINAL_FORM_COMPLETION

Complete final review form

Work items

2 row(s)
Task typeTaskOwnerStatusQtyStartedCompleted
VERIFYCARGO_UPLOADUpload evidence to VerifyCargoCargo AdminCOMPLETED1 task2026-04-08 03:562026-04-08 03:56
FINAL_FORM_COMPLETIONComplete final review formCargo AdminCOMPLETED1 task2026-04-08 03:562026-04-08 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.

Payment summary

2 row(s)
Fee typeDescriptionPayeeAmountStatusQty/RateRequestSource work item
COORDINATION_FEEComplete final review formCargo Admin10 USDPENDING_APPROVAL1 task @ 10PR-AUTO-20260408-0006Complete final review form
UPLOAD_FEEUpload evidence to VerifyCargoCargo Admin5 USDPENDING_APPROVAL1 task @ 5PR-AUTO-20260408-0006Upload evidence to VerifyCargo

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