Understanding the Report Workflow

The Report Workflow is the central component of InventoryBase, providing a structured way of completing reports and tracking their progress through to delivery and beyond.


PENDING

Inspection has been added to the system with a proposed time, but has not yet been assigned to a clerk.

ASSIGNED

Inspection has been scheduled and assigned to a clerk. It is now accessible for the assigned clerk to fetch down to their mobile App. 

ACTIVE                       

Inspection has been started and is either in progress on the clerk’s App or is still being edited online.

PROCESSING

Optional stage. If a Typist is assigned to transcribe uploaded audio dictations then the clerk will see ‘Submit for Processing’, allowing the Typist to access.

REVIEW                       

Optional stage. If a Typist is assigned they will see ‘Submit for Review’ once they completed the transcription. Otherwise Managers may turn on Review from the General Settings menu so Clerks must also Submit for Review. 

COMPLETE

The report write up is finished and the final report is accessible online and as PDF. The report can be commented on (if enabled) and signed online. It can also be reopened for further amendments. 

CLOSED

The report is locked and finalised, no further changes can be made and signatures cannot be removed or added.

CANCELLED

The Inspection was cancelled and no report was created.

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