| Who: | Provider Operations |
| Why: | To notify the customer that the work is completed so they can do their post-work processing (e.g document review), as required. Once the Order is marked as complete, Provider Accounts can submit the Claim to be paid for the work. |
Before you begin
- For all orders issued to the Provider (Engagement and Deliverable), after acceptance of the order, progress on the order should be recorded in LPG by updating attribute and attaching documents. Once the required work has been done, the Order should be marked Complete and a Final claim submitted so that the order can be closed.
Procedure
- Navigate to the order you want to complete via your worklist
If the Orders is an Engagement order, ensure that there is sufficient budget on the Order for the claim you wish to make..
7. If text files/documents need to be attached (e.g. Investigators report), click the Documents tab and attach the files or add the note text
9. If all details of the Order are correct and complete, click the Work Complete button.
If the order was an Engagement Order, A warning appears advising that no further work can be undertaken for this Engagement if the Provider continues.
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Check the docket start and end date (They are auto-populated) and press "submit final claim"
10. If you want to immediately submit the Invoice for payment, use the Continue to Submit Claim (See topic Submit an Invoice for details.) Otherwise, click Back to Worklist.
The display returns to the Work in Progress Worklist. The completed Order no longer appears here. It has moved to the Work Completed - Docket Not Yet Submitted Worklist. The customer receives an automatic email that the Order is complete.
Tips & Troubleshooting
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