This article will discuss the process of reviewing Sign-offs that have been requested.
Once a Sign-off has been requested, it will appear on the Reviewer’s home page in the My Pending Sign-Offs listview.
To begin the review process, click the Accept & Review link next to the Sign-off you wish to Review.
You will then be directed to the case or service that requires review, with the Sign-off Request information in a banner at the top of the page.
Once you have reviewed the case or service, you can then take your Reviewer Action to Approve, Deny, or Invalidate the Sign-off, or indicate that the case or service Needs Revision before signing-off on it.
For the purposes of this article, let’s say that the case or service was missing some information, and therefore Needs Revision. Click the “Needs Revision” reviewer action.
On the next page, add a Sign-off Note as to how the case or service needs revision and click Save Sign-off and Continue.
The Sign-off will now be sent back to the requestor and the listview on the Reviewer’s home page will update and show the sign-off in the My Sign-offs Awaiting Revision listview.
Now the Sign-off has been sent back to the Requestor for review, and appears on the Requester’s homepage in the My Pending Sign-Offs listview.
The Requester will then be able to Review the revisions needed for the Sign-off by clicking the “Accept & Review” link next to the Sign-off in the listview.
On the next screen, the Requester then makes any revisions needed to the case or service, and once they are done, click “Revisions Complete” next to the Requestor Actions of the sign-off.
On the next page, the requestor enters a Sign-off note and clicks “Save Sign-off and Continue”. The Sign-off request will now be sent back to the Reviewer for them to review.
The Reviewer can then Accept and Review the Sign-off again by clicking the “Accept & Review” link next to the Sign-off in their My Pending Sign-offs listview on the home page.
On the next screen, the Reviewer then reviews the case or service, and as long as everything passes their review, they can click the “Approve” Reviewer Action.
On the next screen, the Reviewer adds any Sign-off notes and then clicks “Save Sign-off and Continue”.
The Sign-off is now fully approved and the Sign-off review process is complete.
