Service guides / SaaS development
Human review points · SaaS developmentExpense approvals: human review points
Give reviewers specific decisions to make. Start with redacted expenses and approval thresholds and plan an expense submission-to-review journey.
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The project in view
- Start with
- redacted expenses and approval thresholds.
- Proposed result
- an expense submission-to-review journey.
- A decision to resolve
- self-approval and duplicate reimbursement.
This is a planning example. It does not describe a completed client engagement.
Human review points for this project
- Assign a reviewer who understands redacted expenses and approval thresholds.
- Present an expense submission-to-review journey beside its source so corrections can be checked.
- Require an explicit decision on self-approval and duplicate reimbursement; keep the decision in the review record.
Questions to answer together
- Which result must be approved before it is used?
- What source evidence should the reviewer see?
- How is a rejected result corrected and checked again?
What to have at the end
A review matrix with decision owners, evidence and a correction route.
Record the decision on self-approval and duplicate reimbursement alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
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