Submit (or resubmit) a PBA Performance Based Acquittal

1. From the P2i Main Dashboard, select Acquittals > Acquittals Dashboard.

   

2. Click Social Service Fulfilment app.

   

Tip Work Orders Work Item is known by many names ... report, acquittal, form, work order. for each Service Outlet display in the Pending list with the Due Date and Status of:

• Open

• Supplier Rejected By Service Outlet Manager

• Supplier Rejected By Organisation Director

• Supplier Rejected By Department.

3. Click the Form Id number (i.e. WO0000XXX) to commence the process to submit your work order to the Service Outlet Manager for endorsement.

   

   Tip  

   Rework is required when the Status indicates the work item Work Item is known by many names ... report, acquittal, form, work order. has been rejected:

   • Supplier Rejected By Service Outlet Manager

   • Supplier Rejected By Organisation Director

   • Supplier Rejected By Department.

   Example  

   

   Click the Status and scroll to bottom of the Status View to read any entered comments which may indicate what needs correcting.

   

4. Click the Item to commence reporting (data entry) on the Measure.

   

5. Make a decision on method to update the Measure/s.

   Decision outcome - Update an Item's Measure/s via an excel spreadsheet

   Note This will need to be repeated for each Item.

   1. For the selected Item, scroll to the bottom of the Item.

   2. Select Download Measures.

      

   3. Open the downloaded excel file. view of your measures will display

   4. Populate the Achieved Value column and Measure Comments column as required.

      Tip Save will not be available unless:

      • the Achieved Value column contains numeric values are entered as whole numbers

      • the Measure Comments column contains no special characters (e.g. unnecessary spaces and long hyphens).

      

   5. Save the excel file.

   6. Select Upload Measures.

      

   7. Click Browse

      

   8. Locate the excel file.

   9. Click Upload.

   10. Confirm the measure's responses are uploaded and populated all required measure fields for the selected Item.

   11. Select Save.

       Warning When Save is greyed out, there is a measure with incorrect format of information. Recheck measures.

   Decision outcome - Update an Item's Measure/s via typing values and comments

   1. Enter a value in the Achieved Value and a response in Comments as applicable for each Measure.

      Note Where the Measure's response is:

      • numeric - enter whole numbers only in Achieved Value

      • text - enter text in Comments. Comments are limited to 2000 characters.

      

      Tip Hover over for a detailed description of data required in the Achieved Value field.

      

      Tip Click View Previous Periods Data to view previous reporting periods data submitted for this service outlet.

      Hover over to view.

      

   2. Add relevant comments to Notes.

      

   3. Click Upload.

      Note A maximum of three files may be uploaded. One file at a time.

      Valid file types are:

      • PDF
      • Word Documents (docx/doc)
      • Images (png, jpeg)
      • Spreadsheets (xls/xlsx/csv)
      • PowerPoint Presentations (ppt/pptx).

      Maximum file size limit is 10MB.

      Maximum filename length is 40 characters.

   4. Click Browse.

      

   5. Locate the file.

      Note Ensure the document/s being uploaded DOES NOT contain Funded Organisation's client data (i.e. confidential details). Please redact BEFORE uploading.

      Tip If the wrong document is selected, click Browse to select a new one.

   6. Select Case Study or Milestone from the Type dropdown list.

      

   7. Enter relevant Comments.

   8. Click Upload.

   9. (Optional) Click Upload again to add more attachments.

   10. Click Save to save your work.

       Warning When Save is greyed out, there is a measure with incorrect format of information. Recheck measures.

   11. Continue to next Item. Enter Achieved Values, Comments, Notes and Attachments.

6. Click Save & Preview.

   Tip Use this opportunity to review all measures including any attachments prior to sending for endorsement.

   

7. (Optional) Click Edit to make any changes to an Item.

   • Click Save.

     Note After editing the Item/s, press Save & Preview.

   

8. Click Send for Endorsement.

9. Select a Service Outlet Manager from the Select Approver dropdown list.

   Note The Service Outlet Manager defaults from the contract's Assignment Details - refer to Allocate Assignment Details.

   

10. Enter relevant Comments.

11. Click Send for Endorsement.

    Note The submission is complete and sent to the Service Outlet Manager for endorsement.

12. Click Go to Completed.

    

    The Status of the work order displays as Reported (Awaiting Service Outlet Manager Approval).