Evidence to follow-up

Step by step

1. Attach evidence Operator

   Operator links an attachment and reference to the source form.

   • Keep the document with the correct source.
   • Updates Evidence documents, Form definitions

2. Verify document Evidence Verifier

   Evidence Verifier inspects the attachment and records Yes or No with the named verifier.

   • Record the verification value and verifier.
   • Updates Evidence documents, People

3. Record review Independent Reviewer

   Independent Reviewer records Approved, Returned or Rejected for the exact source revision, with a reason. Approval is the human gate.

   • Keep the decision on the reviewed revision.
   • Updates Review decisions, Form definitions
   ApprovalA person approves before the work moves on.

4. Assign action Independent Reviewer

   Independent Reviewer creates an action against the form with a due date and named assignee.

   • Leave the action Open for the assignee.
   • Updates Follow up actions, People

5. Resolve action Follow-up Assignee

   Follow-up Assignee works the issue and records a resolution and completion date.

   • Move Open through in progress to Completed.
   • Updates Follow up actions

Operator

, Evidence Verifier, Independent Reviewer, Follow-up Assignee.