Energy positions

energy positions records a status, revision, organization, parent instruction, submission date, decision date, deposit amount and provider application ID. Its approval is tied to the instruction and supporting evidence. A submitted position needs an independent decision, and completion depends on the required source authority.

• Record. Start from the parent instruction. Compare its amount, counterparty and provider evidence with the submitted position. The reviewer records the outcome on the applicable revision before the position moves to an approved or rejected state. A completed status follows verification of the underlying effect. The source reference must remain available when another reviewer checks the outcome.
• Decision. The team should decide which provider documents establish the deposit and which person checks them. Keep the organization boundary clear when an instruction and position are reviewed. Agree how a rejected position is revised without erasing the prior decision.
• Evidence. Retain the decision reason, provider application reference and receipt effects with the parent instruction for the later audit.

Agree which source document supports the initial deposit and who checks the provider application reference. Keep the organization boundary clear between the position and its parent instruction. A reviewer should see the submitted revision, the parent status and the relevant evidence before deciding. Rehearse a rejection followed by a new revision so the earlier reason remains visible. Define the source authority and local effects that must exist before the position can move from Approved to Completed.

A position cites an initial deposit against a confirmed instruction. The reviewer compares the deposit and provider application reference with the attached evidence. If the source record is inconsistent, the position remains in review or is rejected with a reason. When the source authority and completion evidence agree, the team can record completion. At handoff, open the parent instruction and its review decision before opening the position outcome. The Independent Finance Reviewer should identify the submitted revision used for the decision, the source supporting the deposit and the receipt that confirms the claimed effect. A later provider correction should prompt a fresh check of the position rather than silently replacing its earlier basis.

• Positions awaiting review — See submitted positions with parent instructions, revisions and organizations.
• Position outcomes — Inspect approved, rejected and completed positions with their decision dates.

Follow instruction review, provider confirmation and account reconciliation to see how this work joins the next stage.