Engagement state by organization Grouped
Group assignments by organization and status to find work awaiting review.
Answer assignment, evidence, decision and follow-up questions from linked records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 26 | ||
| Verified | 16 | 62% | |
| Approved | 8 | 50% | |
| Active | 4 | 50% |
Sample counts per stage
Group assignments by organization and status to find work awaiting review.
Compare agreed rates and rate units on individual engagements.
List active assignments by end date and owner.
Group accepted, pending and rejected observations by parent engagement.
Show each document's verification flag and verifier beside its source engagement.
Read verdict, reviewer and decision date for each source revision.
List open actions with assignee, due date and source.
Show submitted weekly timesheets by worker and approver.
Start free, then use Proto to change fields, steps and approvals before your team goes live.