Record collection and transfer before accepting genuine certification evidence for the selected stream.
Operations Officer selects the stream and prepares a Draft manifest with the quantity and movement details. The capture action checks the linked records and the permitted actor.
Operations Officer records the actual collection details through the permitted action. The manifest moves from Draft to Collected, retaining its collected date and quantity under the selected stream.
Operations Officer follows the permitted path from Collected to Transferred with the carrier and destination. The stream relationship keeps the movement connected to the original work order.
Operations Officer retains genuine certificate evidence and records the outcome through the permitted path from Transferred to Certified. Agree during setup how Operations Reviewer checks that the certificate concerns the selected movement.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.