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- Marketing Agency PSA
- Process
- Service approval
Service approval
The engagement manager opens submitted service work and checks its description, hours, billable flag and linked engagement. The approval workflow checks those same guards. Passing entries become approved, and a review decision plus a service approval receipt records what happened. The manager can then see accepted work in the approved list.
Step by step
-
Work capture Delivery Specialist
Submit hours, billable flag and engagement.
- Submit hours, billable flag and engagement.
- Updates Service entries, Engagements
-
Service review Engagement Manager
Approve a valid line and record the decision.
- Approve a valid line and record the decision.
- Updates Service entries, Review decisions, Operation receipts
ApprovalA person approves before the work moves on. -
Margin review Agency Partner
Compare approved delivered work with the engagement.
- Compare approved delivered work with the engagement.
- Updates Engagements, Service entries
Who does what
Roles and permissions- Delivery Specialist
- , Engagement Manager, Agency Partner.
Set up Marketing Agency PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.