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.
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
ONSITE_INSPECTION
Perform onsite inspection
Cargo Admin
IN_PROGRESS
1 task
2026-04-08 03:56
—
ASSIGN_INSPECTOR
Assign lead inspector
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.