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- Resource Booking System
- Process
- Usage review
Usage review
A Team Member enters work against a booking and, where useful, the assigned item. The work date and hours identify the entry the workflow checks. The configured approval workflow guards the submitted state and positive hours before moving the entry to approved. It records a decision and receipt for the result.
Step by step
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Submit usage Team Member
The Team Member records a draft with date, hours, booking and optional assignment, then submits it to trigger the approval workflow.
- Makes dated work available for review
- Updates Resource usage, Bookings, Booking resources
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Approve usage Workflow
The workflow checks the submitted state and positive hours. It approves a valid entry and writes a review decision and operation receipt; an invalid attempt leaves a failed receipt.
- Records the approval and operation outcome
- Updates Resource usage, Review decisions, Operation receipts
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Close the cycle Delivery Lead
The Delivery Lead uses approved entries and booking hour totals during engagement review.
- Compares accepted time with the delivery plan
- Updates Bookings, Resource usage, Booking resources
Who does what
Roles and permissions- Team Member
- Submits usage; the workflow approves valid hours; Usage Reviewer inspects outcomes; Delivery Lead reviews accepted hours.
Set up Resource Booking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.