Workflow
Jobs move through a three-stage pipeline. Each stage is visible on the dashboard and the jobs list.
Preparer → Review
Section titled “Preparer → Review”Once all QA failures are addressed, all required queries are sent or resolved, and the job summary is clean — mark the job as Ready for Review. The job state updates and it appears in the reviewer’s job list and dashboard automatically.
Reviewer → Approver (or back to Preparer)
Section titled “Reviewer → Approver (or back to Preparer)”The reviewer works through the summary, reconciliation, QA results, and samples. Once satisfied, they can:
- Leave notes for the approver and move to Ready for Sign-off
- Send the job back to the preparer with reviewer notes if changes are needed
Sign-off
Section titled “Sign-off”The approver reviews the summary — what was done, what the outcome was, what was confirmed — and approves the job for lodgement. The period locks.
Every status change, note, and approval is recorded in an immutable audit log.