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- Freelancer Project Tracker
- Process
- Review exceptions
Review exceptions
Use decisions and operation receipts to resolve failed work.
Step by step
-
Find exception Service Reviewer
Service Reviewer or Billing Coordinator opens the relevant submitted work or approved milestone.
- Affected record located
- Updates Service entries, Milestones
-
Read outcome Billing Coordinator
The owner reads operation type, result and reference before changing the record.
- Failure understood
- Updates Operation receipts
-
Correct source Engagement Manager
Consultant or Engagement Manager corrects hours, billable flag, engagement or milestone amount as applicable.
- Source corrected
- Updates Service entries, Milestones
-
Check next result Service Reviewer
The decision owner repeats the intended action and checks the new receipt and status.
- Resolution visible
- Updates Review decisions, Operation receipts
Who does what
Roles and permissions- Service Reviewer
- , Billing Coordinator, Engagement Manager.
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