Statuses in in4mo
in4mo will help you to keep track of all ongoing activities, making sure that all involved know what they should do and when as well as keeping a record of everything for follow up. To do this we have a number of steps and checkpoints during the process of completing the work. These steps are defined as described here.
in4mo Quick guide – Status
Inspections
| Status | What to do/what does it mean | Who | Where |
|
C |
Task created and needs to be assigned to a partner |
Insurance company | Web portal |
|
Task needs to be allocated to a partner/office and needs to be |
Partner | Web Portal | |
|
Task viewed by the allocated partner/office and needs be assigned to an inspector |
Partner | Web Portal | |
 |
Responsible person assigned for the task and needs to be assigned a time and date of execution |
Partner | Mobile App |
|
|
Inspection time agreed with the customer and task can be started in the mobile app |
Partner | Mobile App |
 |
Inspection started on site (site visit picture taken) |
Partner | Mobile App |
 |
More information needed | Partner/ Insurance / Customer | Portal |
 |
Compensation decision must be made in the portal | Insurance | Portal |
 |
Compensation decision Approved | – | – |
 |
Compensation decision Rejected | – | – |
Other tasks
| Status | What to do | Who | Where |
| C | The task must be assigned to a partner | Insurance / Project manager | Portal |
| 0 | The task must be confirmed received | Partner | Portal |
| 0+ | The task must be assigned to a Member(s) | Partner | Portal |
| 1 | The task must be assigned time for execution | Partner | App/ Portal |
| 2 | The assignment must have a budget and be submitted for approval | Partner | Portal |
| B | Budget must be approved | Insurance | Portal |
| B+ | Budget partially approved, check budget again (Icc) | Partner | Portal |
| B++ | Task must be started in TaskReporter | Partner | App |
| 3 | Task is performed and documented Invoice can be added |
Partner | App Portal |
| 3- | Edited budget must be approved | Insurance | Portal |
| 4 | Assignment must be approved; check if it has been performed correctly and finished Last chance to add invoice in portal |
Insurance / Project manager Partner |
Portal Portal |
| A | Task finished | – | – |
Project manager
| Status | What to do | Who | Where |
| C | The task must be assigned to a partner | Insurance | Portal |
| 0 | The task must be confirmed received | Partner | Portal |
| 0+ | The task must be assigned to a PM | Partner | Portal |
| 1 | The task automatically switches to this status | – | – |
| B++ | The task automatically switches to this status | – | – |
| 3 | The task automatically switches to this status when all tasks are in 4 | – | – |
| 4 | The task automatically switches to this status when all tasks are in A and must now be approved | Insurance /Project manager | Portal |
| A | All tasks are in A, the case can be closed | Insurance | – |
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