Overview
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As a controller, you will be notified each time you need to review an Action and its Benefits. |
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Where to start
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Open app "Create Value"
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Go to tab 'Benefits'
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Choose view "Controller Benefits >2017"
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All your Benefits, already reviewed or not are displayed.
Choose view "Controller Benefits to review >50K€" to only display Benefits to review.
How to review an Action and its Benefits
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Either you directly go to the Action from the email notification you received...
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...Or you choose view "Controller Benefits to review >50K€" to display Benefits to review.
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Open the Action to be reviewed and go to tab "Scope & Benefits"
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Click on the green icon to approve or the red one to reject. No fiurther action is required. Repeat the same process for each Benefit to be approved.
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Use Chatter to collaborate with your buyer on this Action if he or she needs to improve or update it.
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If you need to change your review, let's say from Approved to Rejected, open the Benefit first by clicking on its GEO/ORG value.
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How to mass validate Actions & Benefits
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Go to Tab 'Benefits'
Choose view "Controller Benefits to mass validate <50K€" to display Benefits to review in mass.
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Select Benefits you would like to approve in mass
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Double click on the pen, next to Benefit Status
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Choose status
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Click on "All ... selected records", "Apply" and "Save".
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Need help
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