Skip to main content

Understanding remark status, event and severity

Guide to a remark's compliance status and quote status (e.g. Open, Needs Quoting, Owner Responsible), plus remark events (e.g. Verified) and severities (e.g. Non-Conformance).

Written by Uliana Tokerava

Setup

You will need the following permission in your security group: Can see all tasks.

Click here to learn about permissions and security groups.


Compliance status

The compliance status shows where a remark sits in its resolution lifecycle and whether the customer can see it.

Open (not public): The remark is open but isn't on a published report or quote yet, so it can't be seen on the Customer Portal or any customer-facing document.

Open: The remark is open and has appeared on a published report or quote, so the customer can see it.

Resolved (Pending Approval): A rectification has been submitted against the remark and is awaiting review.

Resolved: The remark is fully resolved and no longer active.


Quote status

The quote status shows where a remark sits in the quoting and repair workflow.

Needs Quoting: The remark still needs a quote. This applies when it has never been quoted and isn't on an active repair task (callout); or it was on a repair task that is now inactive and still hasn't been resolved; or it was on an actioned quote but wasn't pulled onto a task and isn't on any other quote.

Pending Submission: The remark is on a draft or finalised quote that hasn't been submitted to the client yet.

Pending Approval: The remark is on a submitted quote, awaiting the client's decision.

Expired / Declined: The remark is on an expired or declined quote and hasn't been set to Owner Responsible.

Owner Responsible: The remark has been set to Owner Responsible (from the start or moved to it later). The client is responsible for it, and it's excluded from quoting.

Pending Repair: The remark is on a repair task (callout) or an approved quote, or it has been pulled onto a task from an actioned quote.


Remark Events

When viewing the remark registry on the Work tab of the task or the History on the remark's page, these events can help track the actions performed on the remark:

Added: The remark has been created/added to the asset.

Verified: The remark has been verified.

Resolved: The remark has been resolved.

Reinstated: The remark has been reinstated after being marked as resolved.


Remark Severities

The severity quantifies the seriousness of the identified remark:

Informational: Detailed advice or general comment.

Recommendation: A modification suggested to improve performance.

Non-Conformance: Missing information or incorrect feature that does not affect operation.

Non-Critical defect: An impairment not likely to critically affect operation.

Critical defect: A defect that renders a system inoperative.

Did this answer your question?