Endorse (or reject) a PBAClosed Performance Based Acquittal

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

  2. Click Social Service Fulfilment app.

    Tip Work OrdersClosed 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 Reported (Awaiting Service Outlet Manager Approval).

  3. Click the Form Id number (i.e. WO0000XXX) to assess the work order and decide whether to endorse or reject.

    Work Order Pending list of work items

  4. Review the work item.

    • Click Status to view any comments entered by the Service Outlet Data Entry.

    • Click each Item to expand the reported data.

    • Click View Previous Periods Data to make the data from previous reporting periods available.

      Tip The View Previous Period Data view previous data icon icon becomes bold.

      Hover over view previous data icon to display available data.

      example of a Work Order work item with previous period data icon bolded

    Work Order work item details

  5. Make a decision on whether to Endorse or Reject.

    1. Click Endorse.

    2. Select a Budget & Finance Officer from the Select Approver dropdown list .

      Note The Budget & Finance Officer defaults from the contract's Assignment Details - refer to Allocate Assignment Details.

      Work order work Item showing send to budget and finance officer (for unspent funds) dialog box

    3. Enter relevant Comments

    4. Click Endorse.

      Note The submission is completed and sent to the Budget & Finance Officer for reporting Unspent Funds.

    5. Click Go To Completed.

      Go to Completed - confirmation work item is submitted

      The Status of the work order displays as Service Outlet Manager Endorsed.

      Work Orders Completed list of work items

    Note The Budget & Finance Officer has been notified they can now report Unspent Funds.

    1. Click Reject.

    2. Enter relevant Comments and click Reject

      Tip Provide meaningful comments on why the work item is being rejected.

      Work order work Item showing return to Service Outlet Data Entry user dialog box

    3. Click Go To Completed.

      Go to Completed - confirmation work item is submitted

    4. The Status of the work item displays as Supplier Rejected By Service Outlet Manager.

      Work Orders Completed list of work items

    Note The Service Outlet Data Entry has been notified this work item has been rejected.