🔒Customer-home evidence inactive.Site and installation photographs, customer signatures, refusal details and substitute-evidence metadata are not captured or returned until the privacy purpose, notice, access and retention controls are accepted.
Install visits/Planned visit
Install visit — Planned
Scheduling and non-personal operational data remain available.
Available now
- Status
- Planned
- Permitted work
- Maintain date, crew, vehicle and planned component manifest within the role grant.
- Blocked progression
- Delivered, Installed, Signed Off, Refused and Closed are unavailable until customer-home privacy evidence is accepted.
- Blocked content
- Photographs, signature/refusal evidence, install outcomes, defects and customer-evidence metadata are not returned.
🔒Unavailable until activation requirements are accepted.This section illustrates behavior only after the customer-home privacy evidence is accepted. It is not an available action, current record, count or reportable projection.
Inactive future Install Visit states
Planned is the only operational state before privacy approval. Every later state below is a non-operative target reference.
●PlannedThe date, team, vehicle and expected components are ready before site departure.
Target transition after privacy approval: Record delivery when the pieces reach site.
●DeliveredSite delivery and component custody are recorded before installation begins.
Target transition after privacy approval: Record installed pieces, returns and defects; customer-site photographs remain unavailable pending privacy configuration.
●InstalledInstalled components and evidence are visible while the customer outcome is pending.
Target transition after privacy approval: Signature and refusal transitions remain unavailable until the required privacy setup is accepted.
●Signed OffCustomer evidence is unavailable.
Target transition after privacy approval: Close only after every punch item is resolved.
●RefusedSignature-refusal evidence is unavailable.
Target transition after privacy approval: Close only after every punch item and evidence requirement is resolved.
●ClosedThe visit is read-only and no punch item remains open.
Target transition after privacy approval: Review operational closure only; customer evidence remains unavailable pending privacy configuration.
State variants
These are displays of THIS screen, not new screens. Each inherits the detail archetype exemplar, which is drawn once and carries the words the built screen shows.
Install visit lifecycle states