How Pactvera Works?

A Pactvera request passes through a clear lifecycle, and your organization controls every transition from start to finish.

Process Overview

1. Select Folder & Template
2. Create the Pactvera
3. Edit if Needed
4. Send to Recipients
5. Track Responses
6. Complete or Cancel

Step 1: Create a Pactvera and Select a Folder

To create a Pactvera, you first select the folder where it should be organized. Folders help you group Pactvera requests by product line, department, customer segment, or compliance program. Every Pactvera must be created inside a folder so it can be tracked and managed correctly.

Once the folder is selected, the Pactvera is created and becomes available for further configuration.

Step 2: Select the Form

After the Pactvera is created, you select a form from the list of forms that have already been created in the ChainIT admin panel. Each form defines the structure of the information that will be collected, including the required fields and input types.

Selecting the appropriate form ensures that the recipient is asked for the correct information when the Pactvera is sent.

Step 3: Send the Pactvera

Once all configurations are complete, the organization selects the customer's name and email address to send the Pactvera. After the Pactvera is sent, a task is created in the customer's ChainIT mobile app, allowing them to access and complete the assigned form.

Step 4: Track Responses in Real Time

After the customer completes the form, you can track the Pactvera's progress from the customer's detail page. The Pactvera detail view shows the current submission status, the customer who responded, and the overall completion state of the request.

The page also displays the full 4W audit data - Who submitted the form, What information was provided, When the submission occurred, and Where it originated from. This ensures complete visibility, traceability, and audit readiness for every Pactvera submission.

Step 5: Complete or Cancel as Needed

A Pactvera is automatically marked as Completed once the customer submits the required form. The completed record, along with the submitted data and full audit trail, remains available for review and reference.

If a Pactvera needs to be stopped before completion - for example, if the business requirement changes or the request was created by mistake - it can be cancelled. Cancelling a Pactvera closes the form request. After cancellation, the customer will no longer be able to submit a response.

Pactvera Status Lifecycle at a Glance

Status	What It Means
DRAFT	The form is being prepared and edited by the sender. It is not yet ready for submission.
UNASSIGNED	The form exists but no participants or actions have been assigned yet.
CONFIGURED	The form setup is complete with all required parties and actions assigned. It is ready for submission.
PENDING	The form is ready and awaiting submission by the sender.
SUBMITTED	The form has been submitted and is awaiting participant actions (such as signing or approving).
REJECTED	The form was declined by a participant or validator during the process.
CANCELLED	The form process was stopped by the sender or the system before completion.

What Pactvera Gives Your Organization

Capability	What It Means for You
Reusable form templates	Define your information collection requirements once and reuse them across multiple requests without repetition.
Organized folder structure	Keep Pactvera requests organized by product line, department, or compliance program for easy retrieval.
Full editing control before send	Review and refine every form request in the DRAFT stage before any recipient sees it.
Real-time completion tracking	Know exactly which recipients have submitted their forms and which are still outstanding.
Complete audit trail	Every action on a Pactvera - creation, send, edit, response, cancellation - is logged for compliance and review purposes.
Cancellation and cleanup	Cancel active requests and delete unused drafts to keep your records accurate and manageable.