Instruction lifecycle List
Compare instructions by organization, owner, counterparty and status.
Read instruction status, property cash flow and unresolved evidence from linked records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 29 | ||
| Submitted | 6 | 21% | |
| Approved | 3 | 50% | |
| Rejected | 1 | 33% |
Sample totals per stage
Compare instructions by organization, owner, counterparty and status.
Sum requested amounts by organization and instruction status.
Compare net cash by property, occurrence date, forecast scenario and review status.
Compare executed quantities, prices and fees across verified evidence.
Review decisions by reviewer, source revision and decision date.
List failed or pending receipts by action, expected revision and parent instruction.
Compare linked instruction counts by counterparty and organization.
Compare each instruction's attachment, execution evidence and review decision counts.
Start free, then use Proto to change fields, steps and approvals before your team goes live.