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BO Review

Table of Contents

Overview

The Business Owner (BO) Review page shows intake forms that have been sent by the Quality Reviewer (QR). BO can Agree/Disagree to errors, copy and paste error data to other errors that exist within 'Review In Progress', check Inventory page to see what stage audit is in.

Tabs

  1. Main
    • BO can see all incoming intake form errors that need to be reviewed.
    • BO can filter through intake forms by Top Claim Hold, Escalated, Sensitive Account, GSP Restricted, or Show All buttons. [Main]
  2. BO Review
    • BO can see Case Header, errors under "Review In Progress" section, see Auditor's comments on the Group, Section, Field error charged.
    • BO can choose Agree, Disagree, or On Hold. (More details in BO Review Flow)
  3. Inventory
    • BO can see which stage an intake form is in, and view a history of comments that have been exchanged back and forth.
    • BO can see all Inventory by default or can filter by Sample group, Function Type, or Sample drop downs. [See BO Inventory Menu]
  4. Rebuttal
  5. Case Detail
    • Intake Form
      • When Gate Keeper first creates an audit intake form, the information that is first entered can be found in this details view.
    • Account Information
      • Information about the account's effective date, market segment, sales market, FSO, buyer group.
    • Contact Information
      • Point of contacts including directors, managers, sales.
    • Indicators
      • Critical indicators that may apply to the audit.
  6. Checklist
    • BO can see which Field Level Checklist have been selected for review by QR.

BO Review Flow

  1. Main Tab - Click the "No" or "Select" button in the gridview [Select Button]

    • This brings you to "BO Review" tab [Comments Button]
    • BO can see CaseHeader details
    • BO can review The Field Level Checklist, Auditor's Review Comments.
      • Click "Comments" button to show p11_Reviewpage_PopUp.aspx.

  2. p11_Reviewpage_PopUp [Review PopUp]

    • If BO clicks "Agree" radiobutton
      • Choose a Driver from drop down list
      • Choose at least Root Cause 1 from drop down list
      • Enter comments in textbox and Save
    • If BO clicks "Disagree" radiobutton
      • Skip Driver and Root Cause
      • Enter comments in textbox and Save
    • If BO clicks "On Hold" radiobutton
      • Enter comments in textbox and Save
      • BO can come back to work on the review at a later time.

  3. p11_Reviewpage_PopUp [Review PopUp Copy Error]

    • BO can copy Radiobutton response, Drivers, Root Causes, Comments to other errors displayed in the "Review In Progress" page
      • "Save & Copy Error" button only will display when there are other errors to copy from
      • Second BO Popup will display. See [Second BO PopUp]
        • Top Gridview is the current error
        • Bottom Gridview is/are other errors the data will copy over to.
        • Save button is disabled until a checkbox is checked
        • Errors that have not been "Removed" or "Resolved" will be selectable in the botton gridview [Auditor ResponseNo 3,10]
        • BO can copy errors if QR Recheck upholds multiple errors and sends back to BO

  4. After you've finished the review

    • Click "Send to QR" to send it back to the Auditor for review.

Main

Back to [Tabs] BO_Main.jpg

BO Inventory Menu

Back to [Tabs] BO_InventoryAll.png

Select Button

Back to [BO Review Flow] BOReview.png

Comments Button

Back to [BO Review Flow] BOReview_01.png

Review PopUp

Back to [BO Review Flow] BOReview_02.png

Review PopUp Copy Error

Back to [BO Review Flow] BOReview_02.png

Second BO PopUp

Back to [BO Review Flow] BOReview_02.png