The review and approval process protects a Spearhead organization from rejected invoices, refunded credits, and invalid time entries paid out to employees. With reviews, rejections, and approvals, ensure that whatever errors occur in the workflow don't make it to the client.
Once an agent has completed work on a ticket (logging labor, expenses, and travel mileage), they submit it for review.
From the ticket's middle menu, view the Review tab:
A dialog box informs the agent that once they have submitted the ticket for review, it will no longer be accessible to edit through their workflow.
Submit the ticket for review with the Request button.
Once the ticket has been entered into review, a back office agent will either approve or reject it. If rejecting it, a comment is necessary so the agent can fix the error.
While in review, a ticket is is locked. No role can make edits or changes to logs or work on the ticket until it is open again for either the back office or agent(s) assigned to make the appropriate changes.
To avoid waiting on the agent to put back into review if it's been rejected then fixed by backoffice, a backoffice role can force the review through to allow for approval.
If rejected, the ticket re-enters the agent's workflow for them to correct the error or modify the entries in the ticket.
This triggers a notification to the agent and puts it back in their workflow so they can make necessary changes to have the ticket approved.
To reopen a ticket that's been submitted for the review process and approved, use the ellipses icon to open up the menu:
Use the Reopen Ticket option to allow for activity on the ticket again.
