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ROI+ SERVICE BULLETIN 06-17-2016 Invoice Workflow
PROBLEM:
Unnecessary interruption in workflow for processing requests
DETAILS:
To edit/review the invoice before completing a request, users had to exit the Quality Control screen and return to the Results list in the ROI Requests tab, locate the correct request, and scroll to click on the “+” next to the correct invoice number.
This workflow needed to be streamlined to reduce the number of mouse clicks and the amount of time spent by the user on the process.
NEW SOLUTION:
The user no longer needs to exit to the Results screen to locate the invoice. Now, the user
simply clicks the new link “Edit/Review Invoice” from the Quality Control screen. This link displays the invoice for editing and reviewing.
Step 1. After completing Quality Control to finalize the number of pages in the request, click “Edit/Review Invoice” (circled below in red).
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