States of the work report

In the management of work reports, delivery notes or work reports, it is essential to understand the different states in which they can be found throughout their life cycle.

From the moment a report is generated and assigned, to its eventual validation, each status reflects a critical step in the control and monitoring process. In this post, we will explore in detail the different statuses of a work report, from pending completion to final acceptance, and how each of these statuses affects business management and decision making by administrators and project managers.

TO BE COMPLETED

If the work report, delivery note or report is pending completion, it is because the mobile user has not yet completed the report and sent it. To make a simile with paper, it is the status where the system indicates that it has not yet been delivered. An administrator or a Project Manager can consult and view the work reports in pending completion status.

In addition, depending on the desired flow of use of the application, a project manager or administrator user can create a work report, delivery note or report and assign it to a third user to complete it and send it definitively.

SENT

When in the work report, delivery note or filled report a yellow box with status sent appears, it means that a user has filled it and sent it to be later reviewed and validated, if necessary.

REJECTED

If the work report, delivery note or report is rejected, it is because something is not correct and needs to be modified, by the user from his mobile device, the user who rejects it can indicate the reason and after being rejected a notification is sent to the assigned user who can consult the reason for the rejection.

ACCEPTED

If a work report, delivery note or report is accepted, it is because its information has been verified and validated correctly and the project administration or management has validated or accepted it.

To manage work reports by status, the Kanban view can be of great help: