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- IT Services PSA
- Process
- Service line review
Service line review
Consultant submits a delivered service line for review. The Service Entry Approval workflow checks the billable flag, hours and engagement, then records the outcome. Engagement Manager uses the line and its receipt to resolve an exception.
Step by step
-
Service delivery Consultant
Consultant records hours, billable flag, rate and engagement on a draft service line.
- Work is ready for submission.
- Updates Service entries, Engagements
-
Service review Engagement Manager
On submission, Service Entry Approval checks billable work, hours and engagement. Passing lines become approved; the decision and operation receipt are recorded.
- Accepted work is visible in the approved queue.
- Updates Service entries, Review decisions, Operation receipts
-
Exception correction Consultant
A failed guard leaves the line submitted and records a failed operation receipt. The team corrects the source and reviews it again.
- The exception stays visible until resolved.
- Updates Service entries, Operation receipts
Who does what
Roles and permissions- Consultant
- , Engagement Manager.
Set up IT Services PSA your way.
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