Your roadmap is the core of your challenge. It's a step-by-step plan generated specifically for your case, based on your marker type, your institution, your circumstances, and your answers during the question flow.
You don't build the roadmap. The system builds it for you. You follow it.
How the roadmap is generated
When you complete registration and payment, the system analyses your case and generates a sequence of steps tailored to your situation. The roadmap takes into account:
- Your marker type: different marker types (Misuse of Facility, False Application, Facility Takeover, etc.) have different challenge strategies
- Your institution: the system draws on intelligence from previous cases against your specific institution
- What you've already done: if you've already complained, received a response, or started escalating, the roadmap picks up where you are
- Your circumstances: vulnerability flags, impact severity, and evidence strength all influence which steps appear and in what order
Step types
Each step in your roadmap is categorised by what's required. The badge on each step tells you what type it is:
- Your action: something you need to do (provide information, answer questions, review something).
- Submission: a letter needs to be generated and sent to the institution.
- Upload: you need to upload a document (evidence, institution response, SAR response).
- Awaiting: waiting for the institution to respond. The system tracks deadlines for you.
- Escalation: the case is moving to a higher level of pressure.
- Evidence: gathering or reviewing evidence for your case.
- Case info: providing additional details about your case.
How steps are created
You don't create steps. The system creates them automatically based on what happens in your case:
- When you upload an institution response: the system analyses their reply and creates the next step. If they rejected your complaint, a counter response step appears. If they removed the marker, a confirmation step appears. If they asked for information, an info request step appears at the top of your roadmap.
- When you upload evidence: the system analyses it. If it contains findings that need confirming, a clarification step is created automatically.
- When you send a letter: an "upload response" step is created to track the institution's reply.
- When a deadline passes: if the institution hasn't responded within the statutory timeframe, a chaser step is created automatically.
- When a SAR analysis completes: new steps are created based on the forensic findings.
The system also cancels steps that are no longer needed. For example, if a chaser step exists but the institution responds before you send it, the chaser is removed automatically.
Step statuses
- Active: ready for you to work on now. Open it and follow the flow.
- Pending: coming up next. Becomes active when the current step is completed.
- Completed: done. Collapsed into your completed steps section.
The system only activates one submission step at a time. This keeps your case focused: you send one letter, wait for the response, then the next step activates based on what they say.
Completing a step
Tap the button on any active step to open it. Each step walks you through a series of screens: providing information, uploading documents, reviewing letters, or confirming details. Steps are completed automatically when you finish the flow.
Once a step is completed, the system activates the next pending step automatically. You don't need to decide what to do next; the roadmap tells you.
Why the roadmap changes
Your roadmap is not fixed. It adapts based on what happens:
- Institution responds: new steps appear based on their response type
- New evidence uploaded: may trigger clarification or strategy steps
- Deadlines pass: chaser and escalation steps are created automatically
- SAR analysis completes: new steps based on forensic findings
- Case re-analysis: the system re-analyses your entire case after every significant event, and the roadmap updates to reflect the latest intelligence
Two users with the same marker type at the same institution may have different roadmaps, because their circumstances, evidence, and institution responses are different.
The roadmap tab
Your roadmap is the default view when you open a case. It shows:
- Active steps: at the top, ready to work on
- Pending steps: what's coming next (visible so you know where the case is heading)
- Completed steps: collapsible section showing everything you've done
Each step shows its title, type badge, and status. The roadmap is your single source of truth for what to do next.
