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Inspection case

BK-SAMPLE-INSPECT

Reference: REF-103 · Client: Demo Client · Country: VN
INSPECTION_ACTIVEINSPECTION_SCHEDULEDIN_INSPECTION
Reopen booking Mark cost ready Move to waiting info Mark inspection active Mark evidence processing Mark final review

Case cockpit

Main operational focus
Checklist done
5/8
Payments linked
1
Open alerts
0
Inspector + field comms are active. Push evidence collection and check-ins.
Recommended next step: Cloud upload done — NOT_STARTED

Operational checklist

Drive the case to done
Booking created
Booking no. BK-SAMPLE-INSPECT
Done
Supplier info collected
Supplier: Supplier Sample 3
Done
Inspector assigned
Nguyen Inspector
Done
Chat group set
WHATSAPP · whatsapp-sample-3
Done
Evidence received
INCOMING
Done
!
Cloud upload done
NOT_STARTED
Update ops status
!
VerifyCargo updated
NOT_STARTED
!
Final info completed
IN_PROGRESS
Review work items

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-3
Next action
Collect photos from inspector group

Case overview

Supplier
Supplier Sample 3
Source channel
External request ref
Coordinator
Cargo Admin
Lead inspector
Nguyen Inspector
RA/PT owner
Cargo Admin
Current owner
Cargo Admin
Inspection date
2026-04-10

Communication & evidence

Chat app
WHATSAPP
Chat group
whatsapp-sample-3
Evidence status
INCOMING
Cloud upload
NOT_STARTED
VerifyCargo
NOT_STARTED
Finalization
IN_PROGRESS
Next action
Collect photos from inspector group
Last check-in
2026-04-08 01:40

Planning & processing

Matching
MATCHED
Assignment status
ASSIGNED
Approval status
NOT_SUBMITTED
Cost status
REVIEWING
Risk level
LOW
Blocked
NO
Done at
Latest activity

Cost & financial summary

Total cost USD
120 USD
Total cost RMB
0 RMB
Claim USD
120 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
Booking workflow

Mark cost ready

Booking status → IN_INSPECTION
Case workflow

Move to waiting info

Booking status → IN_INSPECTION
Case workflow

Mark inspection active

Booking status → IN_INSPECTION
Case workflow

Mark evidence processing

Booking status → IN_INSPECTION
Case workflow

Mark final review

Booking status → PENDING_APPROVAL
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.
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.
ONSITE_INSPECTION

Perform onsite inspection

ASSIGN_INSPECTOR

Assign lead inspector

Work items

2 row(s)
Task typeTaskOwnerStatusQtyStartedCompleted
ONSITE_INSPECTIONPerform onsite inspectionCargo AdminIN_PROGRESS1 task2026-04-08 03:56
ASSIGN_INSPECTORAssign lead inspectorCargo 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
INSPECTION_FEEPerform onsite inspectionCargo Admin25 USDPENDING_APPROVAL1 task @ 25PR-AUTO-20260408-0010Perform onsite inspection
COORDINATION_FEEAssign lead inspectorCargo Admin10 USDPENDING_APPROVAL1 task @ 10PR-AUTO-20260408-0010Assign lead inspector

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