Engagement workspace

Keep a contractor assignment tied to its worker, owner, organization and dated terms. The work starts with number, name, organization, employee and owner. The team checks scope, effective date and end date before passing the record to the next person. Engagement Owner keeps the operational context close to the assignment; Compliance Reviewer can inspect the related record before making a change. The page is a place to work from actual records, including an owner and a date, instead of a separate status report.

• Identify the assignment. Match the organization, employee and owner before changing the draft.
• Keep terms together. Record scope, rate unit, agreed rate and effective and end dates on the engagement.
• Pass on the current revision. Let the reviewer inspect the engagement and its linked evidence before the status changes.

Agree who prepares an engagement, who checks evidence, and who can make the final decision. Set the organization and People records before the first assignment. Decide which contractor profile applies, how an agreed rate and its unit will be entered, and which dates the team will use to monitor an assignment. A status change should follow the underlying review, with the decision recorded against the revision that was actually inspected.

Decide how your team keeps source documents. Evidence Documents have an external reference, document date, verification flag and verifier. Make that reference usable to the reviewer. Also agree what counts as a complete follow-up action: an assignee, due date, resolution and completion date let the next person judge whether a problem was addressed.

The Engagement Owner opens a draft for a worker in a vendor organization. They choose the contractor profile, record the scope and agreed rate, and set the effective date. The Compliance Reviewer checks the underlying observations before the assignment is verified. The team then reopens the source engagement and checks the linked records. The next person should be able to identify the current owner, the dates and the reason for the decision without relying on an email thread. If a term or document changes, compare the current source revision with the recorded review before moving forward.

Run the same case from the next person’s screen. Check that the right assignment appears, its related item opens, and the status matches the recorded decision. Try a returned or rejected outcome as well as the normal path. The owner should know what to correct, and the reviewer should be able to inspect the corrected record rather than an unconnected note.

• Engagements to prepare — Draft assignments with their worker, organization, owner and effective date.
• Active assignments — Current assignments with the recorded rate unit and end date.

See the related process and the broader handoff.