Inspection case
BK-0001
Reference: REF-0001 · 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-0001
Done✓Supplier info collected
Supplier: Supplier 01
Done✓Inspector assigned
Nguyen Inspector
Done✓Chat group set
ZALO · zalo-group-001
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 · BK-0001
Case overview
Lead inspector
Nguyen Inspector
Communication & evidence
Evidence status
NOT_STARTED
Next action
Create booking and confirm intake details · BK-0001
Planning & processing
Assignment status
ASSIGNED
Approval status
NOT_SUBMITTED
Latest activity
BOOKING_ACTION_MARK_EVIDENCE_PROCESSING
Cost & financial summary
Latest assigned
2026-04-06 13:18
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_EVIDENCE_PROCESSING · 1BOOKING_ACTION_MARK_FINAL_REVIEW · 1BOOKING_ACTION_FINALIZE_COST · 1BOOKING_ACTION_START_COST_REVIEW · 1BOOKING_ACTION_MARK_COST_READY · 1COST_RECORD_DELETED · 1COST_RECORD_UPDATED · 1COST_RECORD_CREATED · 1BOOKING_UPDATED · 1BOOKING_ACTION_MARK_READY_FOR_ASSIGNMENT · 1
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 |
| FINANCE | USER | Cargo Admin | IN_PROGRESS | YES | 2026-04-08 03:53 |
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-20260408-0011 | Create booking in system |
| COORDINATION_FEE | Receive request from email | Cargo Admin | 10 USD | PENDING_APPROVAL | 1 task @ 10 | PR-AUTO-20260408-0011 | Receive request from email |
| Inspector | Role | Status | Assigned | Work logs |
|---|
| Nguyen Inspector | LEAD_INSPECTOR | ASSIGNED | 2026-04-06 | 0 |
| Request | Status | Requested | Approved |
|---|
| No payment requests yet |
| Alert | Severity | Status | Detected at |
|---|
| No alerts |