Engagement to service review

Step by step

1. Client qualification Client Manager

   Client Manager confirms the account owner, organization and billing terms before delivery starts.

   • Confirms account and commercial context
   • Updates Clients, Organizations, Team members

2. Engagement scope Engagement Manager

   Engagement Manager records the project manager, dates, engagement type, contract value and budget hours, then opens active delivery.

   • Sets delivery ownership and budget
   • Updates Engagements, Clients

3. Service delivery Engineer

   Engineer records the work date, description, hours, rate and billable choice on a service entry linked to the engagement.

   • Captures delivered service
   • Updates Service entries, Engagements, Team members

4. Service submission Engineer

   Engineer submits the line for review after checking that hours and engagement are present.

   • Sends a draft line to the approval action
   • Updates Service entries

5. Service review Engagement Manager

   The service-approval workflow checks the billable flag, positive hours and engagement. An eligible line becomes Approved and gains decision and receipt evidence. A failed guard leaves it Submitted with a Failed receipt.

   • Records Approved or Failed result
   • Updates Service entries, Review decisions, Operation receipts

Client Manager

Owns the account; Engagement Manager owns scope and review; Engineer submits work; Finance Manager follows approved value.