Calculations & Workflow

Calculation Lifecycle

How a calculation moves through draft, submitted, reviewed, and report states.

Every calculation has a status that tracks where it sits in the workflow. The path is draft → submitted → reviewed, with the finished report PDF as the deliverable at the end. Knowing the current status tells you what you can edit and what happens next.

The statuses#

StatusMeaning
draftWork in progress. Fully editable by whoever can write the calc.
submittedSent to the firm for review. Params are locked — no in-place edits.
reviewedA reviewer has approved it. The approved deliverable can be issued.
rejectedA reviewer returned it with a reason; create a revision to address it.
supersededReplaced by a newer revision (the "Reviewed with Changes" path).
Note

"Report" is the deliverable stage, not a stored status. Once a calc is reviewed, its calc report PDF is the issued artifact. A report PDF can be generated at any point for preview, but issuance follows approval.

Who advances it#

  • Engineers (org staff) create and refine calcs on internal projects. Their calcs stay draft and are versioned through revisions rather than a submit/review gate.
  • Clients move their drafts to submitted by sending them for review — see Submission. They cannot set a calc to reviewed themselves.
  • Reviewers at the firm approve a submitted calc (→ reviewed) or reject it with a reason (→ rejected). Only a reviewer can set reviewed.

What you see at each step#

  1. Draft — Edit the member, loads, and run results freely. Save changes persist and re-solve.
  2. Submitted — The calc is read-only. Trying to edit params returns an error telling you to create a revision instead. Firm reviewers are notified that it's ready.
  3. Reviewed — The approval is recorded (reviewer and timestamp). The issued report is available as the deliverable.
  4. Rejected — You'll get a notification with the reviewer's reason. Respond by creating a revision that addresses the feedback — see Rejection: Handle Feedback & Revise.

Editing after submission#

You can't edit a submitted, reviewed, or rejected calc in place — params are frozen so what was reviewed stays exactly what was reviewed. To change anything, create a revision. The new revision starts the cycle again while preserving the history of the original.

For who is allowed to read versus edit a calc at each stage, see Access Control.