Approve (or Reject) a PBAClosed Performance Based Acquittal

Refer to the Endorsing and Approving Acquittals video or follow the steps below.

  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 Unspent Funds Reported (Awaiting Final Approval).

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

    Example To perform a bulk approval or bulk rejection:

    • tick the checkbox next to the Form Id column header to select all Work Orders

    • untick checkbox/es to exclude from the bulk approval or rejection

    • tick checkbox/es to include in the bulk approval or rejection

    • click either or .

    Work Order Pending list of work items with bulk approve/reject buttons

  4. Review the details being certified on behalf of the Funded Organisation.

    • Click the Status to view and comments entered by all Funded Organisation users involved

    • Click each Item to expand the reported data

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

    • Check the values entered in the Unspent Details section.

    Work Order work item details

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

    1. Click Approve.

    2. Add relevant Comments.

      Note Comments are viewable by the department.

      Work Order work item details with approval certify dialog box

    3. Click Approve.

      Note The PBA is complete and submitted to the Department for assessment.

    4. Click Go To Completed.

      Go to Completed - confirmation work item is submitted

      The Status of the work order displays as Supplier Approved.

      Work Orders Completed list of work items

    Note The department (i.e. the Contract Officer) has been notified they can now assess the PBA.

    1. Click Reject.

    2. Click the option (reason for rejection and who to return the work item back to).

      Work Order work item details with rejection checkbox options dialog box

    3. Enter relevant Comments.

    4. Click Reject.

    5. Click Go To Completed.

      Go to Completed - confirmation work item is submitted

      The Status of the work order displays as Supplier Rejected By Organisation Director

      Work Orders Completed list of work items

    Note Dependent upon the checkbox option checked, the Service Outlet Data Entry or Budget & Finance Officer has been notified this work item is rejected.