Report Statuses

Every safety report in PlaneConnection moves through a defined set of statuses from creation to closure. The status determines what actions are available, who is responsible for advancing the report, and what audit trail entries are recorded. All transitions are timestamped and attributed per 14 CFR 5.97.

Status Summary

Status	API Value	Description
New	`new`	Report has been submitted and awaits initial review.
Under Review	`under_review`	A safety manager or reviewer is evaluating the report.
Investigating	`investigating`	An investigation has been opened for this report.
Action Required	`action_required`	The report requires corrective or preventive actions before it can be resolved.
Closed	`closed`	The report has been formally closed. No further action required.
Reopened	`reopened`	A previously closed report has been reopened due to new information or unresolved issues.

Status Lifecycle

Detailed Status Definitions

Status	Definition	Permitted Actions	Transition Roles
New	Report submitted and awaiting initial review. A tracking code has been auto-generated and the assigned safety manager or review queue notified. The reporter can no longer edit the report.	Accept for review, assign reviewer	Safety manager, admin
Under Review	A safety manager or designated reviewer is evaluating the report. The reviewer may request additional information, assign a risk assessment, or determine whether an investigation is warranted.	Open investigation, flag as action required, close, assign risk assessment	Safety manager, admin
Investigating	An investigation has been opened and linked to this report. The status remains `investigating` until the linked investigation is completed. Multiple reports can be linked to a single investigation.	View linked investigation; status advances when the investigation reaches `review` or `completed`	Automatic (driven by investigation status), safety manager, admin
Action Required	One or more corrective or preventive actions (CPAs) are required before closure. Deficiencies have been identified through review or investigation.	Create CPAs, link existing CPAs, close when all actions resolved	Safety manager, admin
Closed	Report formally closed. All required actions — review, investigation, and corrective actions — completed. Closed reports are read-only and retained per records retention policy (minimum 5 years per 14 CFR 5.97).	Reopen	Safety manager, admin
Reopened	A previously closed report reopened due to new information, ineffective CPA, or unresolved issue. Re-enters the evaluation process.	Move to under review or investigating	Safety manager, admin

Status Transition Rules

From	To	Permitted Roles	Conditions
New	Under Review	Safety manager, admin	None
Under Review	Investigating	Safety manager, admin	Investigation record created and linked
Under Review	Action Required	Safety manager, admin	At least one CPA created or linked
Under Review	Closed	Safety manager, admin	Disposition rationale documented
Investigating	Action Required	Safety manager, admin	Investigation complete; actions identified
Investigating	Closed	Safety manager, admin	Investigation complete; no actions needed
Action Required	Closed	Safety manager, admin	All linked CPAs verified or closed
Closed	Reopened	Safety manager, admin	Reopening reason required
Reopened	Under Review	Safety manager, admin	None
Reopened	Investigating	Safety manager, admin	New investigation record created

Track-by-Code

Every report receives an auto-generated tracking code at submission (see Report Types for the code format). This code enables:

Cross-referencing between reports, investigations, CPAs, and risk assessments.
Status lookup via the search bar — enter a report code to jump directly to its detail view.
External correspondence — use the code when communicating with the FAA, insurers, or other parties about a specific event.
Audit trail queries — filter the activity log by report code to see the full history of transitions and actions.

Audit Trail

Each status transition is recorded with:

Field	Description
`timestamp`	UTC timestamp of the transition.
`user`	The user who performed the transition.
`previous_status`	Status before the transition.
`new_status`	Status after the transition.
`comment`	Optional note. Required for reopening and closing without investigation.

These records form the immutable audit trail required by 14 CFR 5.97 and are accessible from the report’s Activity tab.

SMS Reference

SmartScore

Operations Reference

FBO Reference

Maintenance Reference

Operational Reports

Portal Reference

Platform Reference

API Reference

Status Summary

Status Lifecycle

Detailed Status Definitions

Status Transition Rules

Track-by-Code

Audit Trail

Report Types

Investigation Workflow

CPA Lifecycle

Submit a Safety Report

​Status Summary

​Status Lifecycle

​Detailed Status Definitions

​Status Transition Rules

​Track-by-Code

​Audit Trail

​Related

Report Types

Investigation Workflow

CPA Lifecycle

Submit a Safety Report

Status Summary

Status Lifecycle

Detailed Status Definitions

Status Transition Rules

Track-by-Code

Audit Trail

Related