State Transitions
How records move between compliance states — automatic and manual transitions.
Records in Inori move between states through two mechanisms: automatic transitions triggered by system events and manual transitions performed by your team.
Automatic Transitions
These transitions happen without user action:
| Trigger | From | To |
|---|---|---|
| COI uploaded, all requirements pass | Awaiting COI / Non-Compliant | Compliant |
| COI uploaded, requirements fail | Awaiting COI / Compliant | Non-Compliant |
| COI uploaded, items flagged | Any active state | Under Review |
| Certificate expiration date passes | Compliant | Expired |
| Waiver expiration date passes | Waived | Awaiting COI |
Re-analysis
When project requirements change, Inori re-analyzes all active certificates for that project. This can trigger automatic transitions for existing records.
Manual Transitions
Your team can manually change a record's state in these scenarios:
| Action | From | To |
|---|---|---|
| Activate a draft | Draft | Awaiting COI |
| Waive requirements | Any active state | Waived |
| Archive a record | Any state | Archived |
| Restore an archive | Archived | Awaiting COI |
| Override to compliant | Under Review / Non-Compliant | Compliant |
| Reject during review | Under Review | Non-Compliant |
How to Change State Manually
- Open the record detail page.
- Click the status badge at the top of the page.
- Select the new state from the dropdown.
- If required, enter a reason (mandatory for Waived and manual overrides).
- Click Confirm.
Audit Trail
Every transition — automatic or manual — is logged in the record's Timeline tab with the timestamp, previous state, new state, trigger reason, and the user who performed the action (or "System" for automatic transitions).
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