Independent decisions

Record the reviewer, revision and verdict on the engagement being decided. The work starts with engagement revision and supporting evidence. The team checks verdict, reason and decision date before passing the record to the next person. Independent Approver keeps the operational context close to the assignment; Engagement Owner 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.

• Open the current assignment. Read its status, terms, revision and linked evidence.
• Record the verdict. Keep the reviewer, decision date and reason on the decision record.
• Recheck changed terms. Compare each decision with the revision now on the engagement.

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 approver receives a verified engagement and checks the exact revision, rate, compliance outcomes and evidence. If the terms change before approval, the older verdict cannot stand for the revised source. For a returned decision, the approver records a reason and the owner corrects the engagement. 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 awaiting approval — Verified assignments awaiting an independent decision.
• Decisions pending — Pending verdicts linked to a specific source revision.

See the related process and the broader handoff.