E-Occurrences

Occurrence Record

Project
Status
?

Not analysed — fetched from ERP and passed routine screening. Waiting to be sent to AI.

Routine — auto-screened or manually marked as a duty log. Hidden from the client dashboard. Skipped by bulk AI.

Duplicates removed — near-duplicate of another row (e.g. Fire Alarm + Incident Report). Hidden from the AI queue; filter with Status → Duplicates removed. Re-screen only hides high-confidence copies. Same people at two blocks stay as two rows until you select both and choose which to keep.

Queued / Analysing — AI analysis is currently running for this record.

AI checked — two AI checks agreed. On the client dashboard for assigned sites. Mark routine if the model was wrong.

Review needed — AI flagged this record but confidence was low. A human must set routine or human checked.

Human checked — a reviewer accepted the rewrite. On the client dashboard for assigned sites.

Source changed — ERP data was updated after AI analysis. Re-analyse to refresh.

Analysis failed — AI run encountered an error. Re-analyse to retry.

Record Insight Actions
When Project Description Category Importance reason Importance Case status