Overview

Engagement Orders and associated Deliverable Orders move through various stages from the time they are created. Likewise, Payment Claims and subsequent Invoices move through stages. 

At various points in the workflow, control of the Order/Claim/Invoice moves back and forward between the Client and the Provider.  At each of the various stages, specific LPG roles will have control of the Order/Claim/Invoice. 

The Recall functionality allows the User to move the Order/Claim/Invoice back one stage at a time.

Procedure

Example 1: Recall an Accepted Order (from Work in Progress to Not Yet Accepted)

1. Find and open the Order that was incorrectly accepted.

This can be done by searching for the Order using Search Orders or My Work or by finding the Orders in the Work in Progress worklist.

The Order in Progress screen opens. 

2. Scroll to the bottom and click the Unaccept Orders

3. A confirmation screen appears.

4. Click the OK button.

You are returned to the Accept Order screen.

5. From this screen, you can return the order to the Client (by refusing the order or rejecting the order unless the client makes some changes to it).

Example 2: Recall an Extension of Time Request (from Client to Provider)

Recalling an Extension of Time request can only occur if the Client has not yet responded to the Extension of Time request.

1. Click on the Worklist -> Viewable menu option.

2. From the My Worklist – Summary screen, select the Request for Extension of Time (View Only) option.

3. The My Worklist – Request for Extension of Time (View Only) screen opens, listing all Extension of Times Requests that have been submitted to the Client.

4. Action the Order from the Worklist.
This opens the View Order screen.

5. Scroll down to the bottom of the screen and click on the Recall button.

The Confirm Recall Order screen appears.

6. Scroll down to the bottom of the screen and click on the Confirm Recall button.

The Order in Progress screen appears.

Example 3: Recall a Budget Variation Request (from Client to Provider)

Recalling a Budget Variation request can only occur if the Client has not yet responded to the Variation request.

1. Click on the Worklist -> Viewable menu option.

2. From the My Worklist – Summary screen, select the Request for Variation (View Only) option.

3. The My Worklist – Request for Variation (View Only) screen opens listing all Variation Requests that have been submitted to the Client.

4. Action the Order from the Worklist.
This opens the View Order screen.

5. Scroll down to the bottom of the screen and click on the Recall button.
The Confirm Recall Order screen appears.

6. Scroll down to the bottom of the screen and click on the Confirm Recall button.
The Variation Items Not Yet Submitted screen appears.

7. At the bottom of the page, select the Cancel Variation Items button then click OK in the pop-up to return the order to 'Order in Progress'