🇬🇧 Purpose
Defines who does what in ProSys across the full lifecycle. Clear role separation ensures accountability, auditability, no decision ambiguity.
🇻🇳 Mục đích
Định nghĩa ai làm gì trong ProSys suốt vòng đời case.
1. Staff / PO: Create parent Service, describe need, apply labels, collect quotes, create Quote sub-tasks, track delivery, create Invoice sub-task. Can move SERVICES TO PROCURE → QUOTES, SERVICES BEING DELIVERED → INVOICE. Cannot approve quotes or payment.
2. PM: Review and approve quotations. Evaluate business necessity, cost reasonableness, vendor suitability. Approve or reject at PM APPROVE QUOTE. Cannot approve payment.
3. FM: Approve budget at quote stage; approve payment at invoice stage. Verify budget, compliance, invoice matches quote, service delivered. Approve/reject at FM APPROVE QUOTE and FM APPROVE TO PAY.
4. Admin: Maintain workflow, automation, fields, labels, board. Enforce process discipline. Audit violations and automation correctness. Can modify workflow, roll back tasks, enforce rules.
RACI: Create Service (Staff R); Collect Quotes (Staff R); Approve Quote (PM A, FM A); Deliver Service (Staff R); Upload Invoice (Staff R); Approve Payment (FM A); Maintain System (Admin R/A). No role may approve their own request.