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- Financial Advisory PSA
- Process
- Delivery review
Delivery review
Review submitted work with its engagement context. Each handoff should preserve the client or engagement link, current status and accountable owner. The receiving person checks the source before moving the work forward.
Step by step
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Record delivery Advisor
Advisor submits a service line with hours, billable choice and linked engagement.
- Submit a service line for validation.
- Updates Service entries, Engagements
-
Review service entry Service Reviewer
The service approval operation validates the submitted line; Service Reviewer checks its decision and receipt.
- Approve a valid line or retain a failed submitted line with its receipt.
- Updates Service entries, Review decisions, Operation receipts
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Resolve exception Advisor
Advisor corrects a failed line; Service Reviewer checks the later result and retains the earlier receipt.
- Correct source and inspect the next operation result.
- Updates Service entries, Operation receipts
Who does what
Roles and permissions- Advisor
- , Service Reviewer handle this process.
- Keep decision authority separate from data entry where a review is required.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.