Inspection case
BK-SAMPLE-INTAKE
Reference: REF-101 · Client: Demo Client · Country: VN
INTAKENEW_REQUESTPENDING_APPROVAL
Reopen booking Start cost review Finalize cost Move to waiting info Mark inspection active Mark evidence processing Mark final review Mark case completed
Case cockpit
Main operational focusCreate the booking cleanly, capture supplier/client basics, then move into follow-up.
Recommended next step: Evidence received — NOT_STARTED
Operational checklist
Drive the case to done✓Booking created
Booking no. BK-SAMPLE-INTAKE
Done✓Supplier info collected
Supplier: Supplier Sample 1
Done✓Inspector assigned
Nguyen Inspector
Done✓Chat group set
ZALO · zalo-sample-1
Done!Evidence received
NOT_STARTED
!VerifyCargo updated
NOT_STARTED
!Final info completed
NOT_STARTED
Who owns what
Fast scanning for handoffCA
Cargo Admin
admin@cargo.local
NI
Nguyen Inspector
Lead inspector
CA
Cargo Admin
admin@cargo.local
Next action
Create booking and confirm intake details
Case overview
Supplier
Supplier Sample 1
Lead inspector
Nguyen Inspector
Communication & evidence
Evidence status
NOT_STARTED
Next action
Create booking and confirm intake details
Last check-in
2026-04-08 03:40
Planning & processing
Assignment status
NOT_ASSIGNED
Approval status
NOT_SUBMITTED
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
No case activity yet.
Participant management
Add or update coordinator, inspector, RA/PT, reviewer, and finance participants directly from the case.
| 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.
| Task type | Task | Owner | Status | Qty | Started | Completed |
|---|
| CREATE_BOOKING | Create booking in system | Cargo Admin | PENDING | 1 task | — | — |
| RECEIVE_REQUEST | Receive request from email | 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.
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 |
|---|
| COORDINATION_FEE | Create booking in system | Cargo Admin | 10 USD | PENDING_APPROVAL | 1 task @ 10 | PR-AUTO-20260408-0009 | Create booking in system |
| COORDINATION_FEE | Receive request from email | Cargo Admin | 10 USD | PENDING_APPROVAL | 1 task @ 10 | PR-AUTO-20260408-0009 | Receive request from email |
| Inspector | Role | Status | Assigned | Work logs |
|---|
| No assignments yet |
| Request | Status | Requested | Approved |
|---|
| No payment requests yet |
| Alert | Severity | Status | Detected at |
|---|
| No alerts |