Pending Review and Rejected Status
Business
Pending Review
What is Pending Review?
When a team in the field marks a job as completed, it is locked as the final state. This cannot be reversed. To accommodate the ability to assess, edit and mark as reviewed, the Pending Review state exists optionally before Completed.
Pending Review is configured as one or more sequential review stages on the Job Template, each optionally owned by a specific team. A Job in any of these stages is shown as Pending Review and can be progressed forward by a reviewer until the final stage, where progressing the Job completes it.
For full details — configuring stages on a Job Template, the lifecycle through stages, team-based editing rights, notifications, filtering and reporting on stage, and Workflow Studio integration — see Multi-Stage Job Review.
Workflows and Selective Reviewing Enterprise
If only some jobs from a particular template need to be reviewed (or you want to drive review progression from automation), Workflow Studio can be used.
A workflow can detect the state change to Field Completed, check the form data, and:
Use the Pass Review Stage task to progress the Job to the next review stage (or complete it if already on the final stage), or
Use the Complete Job (Skip Review) task to immediately complete the Job by skipping all remaining review stages.
Workflow-driven progression and skip actions are captured in the Job's audit log, so users can see how each Job moved through review.
See Workflow Reference Guide for the full task reference, and Multi-Stage Job Review for the underlying review model.
Rejecting Jobs
What is the Rejected Status used for?
When a job is rejected from the mobile device, the job state updates to “Unassigned”. This makes it very difficult to discern jobs which require reassignment and jobs which need further investigation due to rejection.
The Rejected state is used to the identify jobs that need reassignment versus initial assignment. Users will be able to see them as Rejected jobs on the map with their own color and status as well as are able to quickly filter for Rejected Jobs using the Job Status control bar.