Engagement review to acceptance

Step by step

1. Open contracted work Engagement Owner

   Engagement Owner records the client, owner, due date, agreed fee, billing method and scope revision on a draft engagement.

   • Draft commitment names client and owner
   • Updates Engagements, Clients, Team members

2. Approve the commitment Engagement Owner

   Engagement Owner checks the reviewed proposal terms and records the approved engagement status before delivery.

   • Reviewed scope can proceed
   • Updates Review decisions, Engagements

3. Deliver services Consultant

   Consultant records dated service entries against the approved engagement while the owner keeps its active status current.

   • Dated work remains attached to the commitment
   • Updates Service entries, Engagements

4. Prepare final review Engagement Owner

   Engagement Owner checks delivered work, scope and attachments before moving the engagement into review.

   • Evidence supports the review request
   • Updates Record attachments, Engagements

5. Accept the revision Engagement Owner

   Independent Reviewer approves or returns the exact engagement revision. Engagement Owner records the accepted date after approval.

   • Acceptance date and decision are retained
   • Updates Review decisions, Engagements
   ApprovalA person approves before the work moves on.

6. Reconcile the result Operations Lead

   Operations Lead examines the operation receipt, external reference and result state before closing the work.

   • External effect and result state are checked
   • Updates Operation receipts, Engagements

Engagement Owner

Maintains the commitment.

Consultant

Records delivery.

Independent Reviewer

Makes the separate decision.

Operations Lead

Reconciles the result.

Billing Lead

Checks the service-time handoff.