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Sources
| Use | File | Channel | Uploaded | Expires | Processing |
|---|
Processing health
Saved batches
| Batch | Version | Records | Reviewed | Exports | Processing | Updated |
|---|
Team
Only agency admins can use this. Invitations expire after 72 hours. The workspace sends no email: copy the link shown after you invite someone and send it yourself.
Members
| Role | Joined |
|---|
Pending invitations
| Role | Expires |
|---|
References, rules and export configuration
Configuration applies to this saved batch. Changing rules or references clears all reviews and resolution notes. Use a new rule version when policy changes.
Required columns: reference_id,worker_id,worker_name,assignment_id,client_id,client_name,effective_from,effective_to
Assessment report
Enter evidence per source. Unknown values remain unknown. Save before downloading. Corrections and rule/reference changes clear quality counts.