Service time review

Step by step

1. Record delivered work Consultant

   Consultant adds a dated service entry under the right engagement with worker, hours and rate.

   • Dated time is attached to a commitment
   • Updates Service entries, Engagements

2. Check the revision Billing Lead

   Billing Lead confirms the line number, parent engagement and current entry revision before requesting a decision.

   • Current line is identified
   • Updates Service entries

3. Review eligible time Independent Reviewer

   Independent Reviewer examines the hours against the engagement and records an approval, rejection or return with a reason and source revision.

   • Independent decision is stored
   • Updates Review decisions, Service entries
   ApprovalA person approves before the work moves on.

4. Confirm approved hours Billing Lead

   Billing Lead checks the approved-hours value and the decision before preparing billing information.

   • Reviewed time is ready for billing check
   • Updates Service entries, Review decisions

5. Link the invoice Billing Lead

   Billing Lead records an invoice reference when the connected billing process supplies one.

   • Finance reference is retained on the line
   • Updates Service entries

Consultant

Records time.

Independent Reviewer

Decides on eligible time.

Billing Lead

Checks approved hours and invoice references.

Operations Lead

Reads approved time across engagements.