Delivery review

Step by step

1. Record delivery Consultant

   Consultant enters time and a dated service description against the client engagement.

   • Hours and delivered work point to the same client assignment.
   • Updates Time entries, Service entries, Engagements

2. Submit service line Consultant

   Consultant moves the service line from Draft to Submitted with hours and billable choice.

   • Submitted work enters the decision queue.
   • Updates Service entries

3. Validate service line Engagement Manager

   Submission runs the approval checks on billable work, hours and engagement; Engagement Manager inspects the result.

   • An eligible line becomes Approved with decision and operation evidence.
   • Updates Service entries, Review decisions, Operation receipts

4. Review expenses Engagement Manager

   Engagement Manager checks submitted expense amounts and supporting receipt references beside the engagement.

   • Submitted costs can be checked against the engagement and receipt.
   • Updates Expenses, Record attachments

Consultant

Records and submits work; Engagement Manager inspects service results and reviews supporting time and expenses; Operations Reviewer inspects evidence.