Multi-Party Review Flow
How the Performer → Checker → Approver sequential workflow operates, with rules for each party.
Inspections follow a sequential multi-party review workflow. Each party reviews the previous party's work before passing it forward. Nothing gets signed off without proper review.
The Sequence
Party Roles
Performer (First Party)
The field inspector who physically checks each item:
- Goes through each checklist item on-site
- Records Pass, Fail, or N/A for each item
- Adds notes for failures (mandatory) and observations
- Attaches photo evidence with GPS coordinates
- Toggles auto-create punch item for failures
- Clicks Submit for Review when done
Checker (Middle Party)
The first-level reviewer who validates the Performer's work:
- Sees all of the Performer's verdicts, notes, and evidence
- Records their own verdicts — agreeing or disagreeing with each item
- Can access the Performer's evidence photos for comparison
- Clicks Approve & Forward to send to the Approver
- If they fail any item, the inspection goes straight back to the Performer to fix — it does not move forward to the Approver
Approver (Final Party)
The final authority who accepts or rejects the inspection:
- Reviews verdicts from all prior parties
- Sees a comparison view of Performer and Checker verdicts
- If satisfied → Approve Inspection — status becomes Completed with Pass verdict
- If issues found → Reject — triggers reinspection, cycles back to Performer

Rules
Sequential Enforcement
- Only the current party can record verdicts — other parties see a read-only view
- Parties advance in strict order — no skipping
- Each party's verdicts are stored separately and never overwrite another party's data
- Verdicts become read-only after submission
What Each Party Sees
| Your Role | What You See |
|---|---|
| Active Performer | Verdict buttons on every item, evidence upload, notes field |
| Active Checker | Performer's verdicts visible + your own verdict buttons alongside |
| Active Approver | All prior parties' verdicts visible + your own verdict buttons |
| Not your turn | Read-only view — all existing verdicts visible, no action buttons |
Two-Party Inspections
For simpler inspections with only two parties:
- Party 1 is the Performer
- Party 2 is the Checker / Approver (combined role)
- The workflow has only two steps instead of three
Custom Party Count
Additional parties can be added between Performer and Approver as Checkers. The sequence always starts with a Performer and ends with an Approver, with any number of Checkers in between.
One person per party
Each party must be a different person. If a single person performs and signs off the whole inspection, create a single-party inspection instead of assigning the same user to multiple parties.
Completion Outcomes
| Outcome | When | What Happens |
|---|---|---|
| All Pass | Approver approves with no failed items and no open punch items | Status → Completed, overallVerdict → Pass |
| Reviewer Rejects | Any reviewer (Checker or Approver) fails an item | Reinspection triggered — goes straight back to the Performer to fix |

Policy Controls
These policies (Admin → Inspection Policies) affect the multi-party flow:
| Policy | Effect |
|---|---|
| Reviewer Re-Sign-off | During reinspection, whether every reviewer re-signs each cycle (default) or reviewers with nothing to re-judge are auto-skipped |
| Approver Auto-Inherit | A dedicated Approver's verdicts are pre-filled with Pass for items where ALL prior parties passed or marked N/A. Applies only when there is a separate Approver after at least one Checker |
| Reinspection Verdict Rules | Per party (Performer / Checker / Approver), how much must be re-judged each cycle. Previous records are always kept and viewable |
| Max Reinspection Cycles | Limits how many times an inspection can cycle back |
Rejections always return to the Performer
When any reviewer fails an item, the inspection always goes straight back to the Performer to fix it before any further review — this is built in and not configurable. The Approver can only approve when there are no failed items and no open punch items.
Next Steps
- Verdicts & Evidence — How to record verdicts and manage evidence
- Reinspection — What gets cleared when an inspection cycles back
- Completed View — What the final comparison view looks like