What Are Records?

A record in Inori represents the compliance relationship between one vendor and one project. It is the fundamental unit that Inori tracks.

The Project-Vendor Pair

When you add a vendor to a project, Inori creates a record. If the same vendor works on three different projects, that vendor has three separate records — one per project — each with its own compliance state, certificate history, and requirement checks.

This design reflects how compliance actually works: a vendor may be fully compliant at one property while non-compliant at another, because each project can have different insurance requirements.

What a Record Contains

Each record stores:

• Compliance state — One of eight states (Draft, Awaiting COI, Under Review, Compliant, Non-Compliant, Waived, Expired, Archived).
• Certificates — All COIs uploaded for this vendor-project pair, including historical versions.
• Requirement results — The outcome of each insurance requirement check against the latest certificate.
• Timeline — A chronological log of every state change, upload, and action taken on the record.
• Assignee — The team member responsible for managing this record.

Navigating Records

You can access records in two ways:

1. From a project — Open a project and click the Records tab to see all vendor records for that project.
2. From the global Records page — Click Records in the main sidebar to see all records across all projects, with filters for state, project, vendor, and assignee.