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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

StatusAPI ValueDescription
NewnewReport has been submitted and awaits initial review.
Under Reviewunder_reviewA safety manager or reviewer is evaluating the report.
InvestigatinginvestigatingAn investigation has been opened for this report.
Action Requiredaction_requiredThe report requires corrective or preventive actions before it can be resolved.
ClosedclosedThe report has been formally closed. No further action required.
ReopenedreopenedA previously closed report has been reopened due to new information or unresolved issues.

Status Lifecycle

Detailed Status Definitions

StatusDefinitionPermitted ActionsTransition Roles
NewReport 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 reviewerSafety manager, admin
Under ReviewA 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 assessmentSafety manager, admin
InvestigatingAn 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 completedAutomatic (driven by investigation status), safety manager, admin
Action RequiredOne 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 resolvedSafety manager, admin
ClosedReport 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).ReopenSafety manager, admin
ReopenedA previously closed report reopened due to new information, ineffective CPA, or unresolved issue. Re-enters the evaluation process.Move to under review or investigatingSafety manager, admin

Status Transition Rules

FromToPermitted RolesConditions
NewUnder ReviewSafety manager, adminNone
Under ReviewInvestigatingSafety manager, adminInvestigation record created and linked
Under ReviewAction RequiredSafety manager, adminAt least one CPA created or linked
Under ReviewClosedSafety manager, adminDisposition rationale documented
InvestigatingAction RequiredSafety manager, adminInvestigation complete; actions identified
InvestigatingClosedSafety manager, adminInvestigation complete; no actions needed
Action RequiredClosedSafety manager, adminAll linked CPAs verified or closed
ClosedReopenedSafety manager, adminReopening reason required
ReopenedUnder ReviewSafety manager, adminNone
ReopenedInvestigatingSafety manager, adminNew 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:
FieldDescription
timestampUTC timestamp of the transition.
userThe user who performed the transition.
previous_statusStatus before the transition.
new_statusStatus after the transition.
commentOptional 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.

Report Types

Definitions and submission modes for the six safety report types.

Investigation Workflow

Statuses and outputs for investigations linked to reports.

CPA Lifecycle

Lifecycle for corrective and preventive actions generated from reports.

Submit a Safety Report

Safety report submission.
Last modified on April 11, 2026