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  1. Beneficiary Tracking
  2. Process
  3. Requirements and Approval
Process · Requirements and Approval

Requirements and Approval

Validate the submitted evidence and give an independent reviewer the exact revision to decide.

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Step by step

  1. Inspect the submitted case Citizen Service Portal Operator

    The Citizen Service Portal Operator checks the submitted revision against its requirement lines and supporting documents. Resolve an unreadable attachment or unexplained rejection before asking for validation.

    • Check the preparation against its evidence
    • Updates Service applications, Application requirements, Evidence documents

  2. Validate requirements Citizen Service Portal Operator

    The Citizen Service Portal Operator invokes the validation action. Successful validation moves Submitted to Verified, freezes the revision and routes a Pending decision to an independent Citizen Service Portal Reviewer. This preparation step does not approve service delivery.

    • Move Submitted to Verified and route Pending review
    • Updates Service applications, Review decisions, State history

  3. Decide the revision Citizen Service Portal Reviewer

    The Citizen Service Portal Reviewer approves, returns or rejects the exact revision. Record the reason and evidence reference. The person who prepared the case cannot supply its independent approval.

    • Record Approved, Returned or Rejected with a reason
    • Updates Review decisions, People
    ApprovalA person approves before the work moves on.

  4. Hand off the result Citizen Service Portal Operator

    The Citizen Service Portal Operator reads the decision. An Approved revision proceeds to the decision and delivery process. A Returned or Rejected decision keeps its explanation, and any changed revision needs a fresh review before execution.

    • Continue delivery or assign corrective work
    • Updates Service applications, Review decisions, Follow up actions

Where it usually breaks

And how to keep it from happening.

  • Approval on an earlier revision. The attachment changes after a decision. Check the revision being acted on and obtain a fresh decision for changed work.
  • Preparer also reviews. Another staff account must represent a genuinely independent reviewer. Test the self-approval rejection during the pilot.
  • Return reason is too vague. Identify the requirement and evidence needing attention so the operator can act on the review.

Who does what

Roles and permissions
Citizen Service Portal Operator
, Citizen Service Portal Reviewer

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Start free, then use Proto to change fields, steps and approvals before your team goes live.

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