Overview
As a controller, you will be notified each time you need to review an Action and its Benefits. |
Table of content
Where to start
Open app "Create Value"
Go to tab 'Benefits'
Choose view "Controller Benefits >2017"
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
Either you directly go to the Action from the email notification you received...
...Or you choose view "Controller Benefits to review >50K€" to display Benefits to review.
Open the Action to be reviewed and go to tab "Scope & Benefits"
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.
Use Chatter to collaborate with your buyer on this Action if he or she needs to improve or update it.
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.
How to mass validate Actions & Benefits
Go to Tab 'Benefits'
Choose view "Controller Benefits to mass validate <50K€" to display Benefits to review in mass.
Select Benefits you would like to approve in mass
Double click on the pen, next to Benefit Status
Choose status
Click on "All ... selected records", "Apply" and "Save".
