Action an escalated payment recommendation

Note Payments escalated to the P2i Director or the P2i Senior Director have the status of Escalated.

  1. From the contract's Trigger Payments screen, click the Payment Id.

    Tip Refer to Search for contracts in the Contract Management Hub and Navigate to trigger payments screen

    Trigger payments screen

  2. Review the payment recommendation (including its escalation).

    • click Workflow Status to review any previously entered comments at different workflow stages (e.g. when the P2i Contract Officer has Recommended or the P2i Contract Manager has Escalated the payment recommendation)

      Example  

      workflow status comments screen

    • click View Notes and View Attachments to review any previous entered details at different stages which support the recommendation and the reason for escalation of payment

    • click the Report Links for each report to review the details of the report

    3. Note The Escalate button is available only for the P2i Director (i.e. the P2i Senior Director is unable to escalate).

    Assessment of Reports screen

  3. Make a decision for the next step.

    1. Add or update existing Notes and/or upload or remove existing Attachments to support the rejection of the escalated recommendation. These are not visible to the Funded Organisation.

      Assessment of Reports screen

    2. Click Reject.

    3. Add meaningful Comments.These are not visible to the Funded Organisation.

      Assessment of Reports screen with Reject dialog box

    4. Click Reject.

    5. Click Go to Trigger Payments.

      go to trigger payments screen

      6. The Payment Id's Workflow Status displays as Escalation : Rejected.

    Note The Escalate button is available only for the P2i Director (i.e. the P2i Senior Director is unable to escalate).

    1. Add or update existing Notes and/or upload or remove existing Attachments to support the escalation of the escalated recommendation. These are not visible to the Funded Organisation.

      Assessment of Reports screen

    2. Click Escalate.

      Note A warning dialog box for confirmation displays when the Recommendation is a Pay-Exception.

      confirm warning in a dialog box

    3. Select a P2i Senior Director from the Select Approver dropdown list.

      Assessment of Reports screen with Escalate dialog box

    4. Add meaningful Comments.These are not visible to the Funded Organisation.

    5. Click Escalate.

    6. Click Go to Trigger Payments.

      go to trigger payments screen

      7. The Payment Id's Workflow Status displays as Escalated.

    1. Add or update existing Notes and/or upload or remove existing Attachments to support the approval of the escalated recommendation. These are not visible to the Funded Organisation.

      Assessment of Reports screen

    2. Click Approve.

      Note A warning dialog box for confirmation displays when the Recommendation is a Pay-Exception.

      confirm warning in a dialog box

    3. Add meaningful Comments.These are not visible to the Funded Organisation.

      Assessment of Reports screen with Approve dialog box

    4. Click Approve.

    5. Click Go to Trigger Payments.

      go to trigger payments screen

      6. The Payment Id's Workflow Status displays as Escalation : Approved.