Nobody clears their own work
The last person to change an entry cannot be the person who independently clears it.
The control model
Review is part of the workflow, not a cleanup step.
Repdate makes reporting responsibilities and state transitions explicit so the evidence, change and person behind a decision remain visible.
01UnresolvedNeeds preparation or a decision
→02PreparedReady for independent checking
→03CheckedCleared by an eligible Checker
→04ApprovedComplete report signed by Reviewer
Built into the state
The system holds the line.
Process notes can be skipped. Repdate models the rights, evidence and invalidation rules in the reporting cycle itself.
Configuration is controlled change
Changing a mapping can affect every future cycle, so new or changed mappings require separate verification.
Roles are not cumulative
Preparer, Checker, Reviewer and Administrator receive different rights, rather than progressively broader access.
Evidence is append-only
The reporting record preserves actions and decisions. No reporting or administrative role can amend or delete audit events.
Changes reopen affected work
Overrides and content edits invalidate relevant approvals and return downstream work to review.
Release is a gate
Open material items, failed reconciliations, unsigned content and unresolved commentary remain visible as blockers.
Reporting roles
Four roles, with administration outside the chain.
These boundaries protect independent review. Exact role assignments and observer access can be agreed for the operating model.
RolePrimary responsibilityCannot do
PreparerInputs, mappings, report content and preparationClear their own work or approve the report
CheckerIndependent verification and checked stateClear an item they changed
ReviewerScope approval, report sign-off and reopeningTurn prepared entries into checked entries
AdministratorUsers, roles, seats and organization settingsInherit reporting permissions
Start with one recurring report
See how Repdate would handle your reporting cycle.
Bring the shape of one Word report, its approved workbook output, and the review steps your team follows today. No sensitive files are needed for the first conversation.