Service approval

Step by step

1. Record service delivery Engineer

   Engineer creates a dated line with description, hours, rate and agreement, and marks whether the work is billable.

   • Links work to an agreement
   • Updates Recurring service entries, Managed service agreements

2. Submit the line Engineer

   Engineer moves a complete line from Draft to Submitted for review. The agreement link should identify the engagement that received the work.

   • Places work in the review queue
   • Updates Recurring service entries

3. Check service entry Engineer

   Submission starts the approval operation. It checks billable status, positive hours and an agreement, then moves an eligible line to Approved and records a review decision and receipt. Service Reviewer inspects the result.

   • Validates submitted work and records the outcome
   • Updates Recurring service entries, Review decisions, Operation receipts

4. Correct an exception Engineer

   A line that fails the guard remains Submitted. Service Reviewer reads the failed receipt and tells Engineer what to correct before the line is resubmitted.

   • Keeps a failed line submitted for correction
   • Updates Recurring service entries, Operation receipts

5. Review agreement effect Service Delivery Manager

   Service Delivery Manager compares approved service amount and delivery amount on the agreement before billing planning.

   • Compares approved and delivered value
   • Updates Managed service agreements, Recurring service entries

Engineer

Records and corrects the line; Service Reviewer follows failed checks; Service Delivery Manager inspects its agreement effect.