Engagement review

Step by step

1. Draft engagement Engagement Owner

   Engagement Owner creates the assignment with an organization, employee, owner, profile, scope, rate and effective date.

   • Create a draft with linked worker and dated terms.
   • Updates Contractor engagements

2. Check compliance Compliance Reviewer

   Compliance Reviewer reads each observation under the assignment and leaves unresolved items pending or rejected.

   • Record the outcome against the parent assignment.
   • Updates Contractor compliance items

3. Collect evidence Compliance Reviewer

   Compliance Reviewer records the document reference and names the person who checked it.

   • Link the document and record verification.
   • Updates Evidence documents

4. Resolve follow-up Engagement Owner

   Engagement Owner gets a correction from the assigned person and records the resolution before closing the action.

   • Keep the assignee, due date and resolution together.
   • Updates Follow up actions

5. Verify engagement Compliance Reviewer

   Compliance Reviewer checks the current terms and evidence before changing the engagement from Draft to Verified.

   • Record the reviewed status on the current assignment.
   • Updates Contractor engagements

6. Approve revision Independent Approver

   Independent Approver inspects the current revision and records a verdict with a reason when returning or rejecting it.

   • Tie the verdict to the source revision.
   • Updates Review decisions
   ApprovalA person approves before the work moves on.

7. Activate and end Engagement Owner

   Engagement Owner moves an approved assignment to Active on its effective date and records Ended when the assignment finishes.

   • Update the assignment status and end date.
   • Updates Contractor engagements

Engagement Owner

, Compliance Reviewer, Independent Approver.

Each person acts on the linked record within their assigned scope.

Admin

Maintains the organization and People records used to make the handoff legible.