Dashboard Consultants Only

3-Stage Gatekeeper Approval Workflow | 5 Years Historical Data | Role Category: CONS

16

Stage 1
Pending

2327

Stage 2
Pending

0

Stage 3
Pending

0

Complete

0

Rejected

2343

Total
Budget Alerts
Sivagnanam Karthikeyan
Remaining: £-3410.00 / £4500.00 (175.8% used)
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Recent Requests
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Clinician Dates Cost Stage Action
Danielle Huckle 28/10/2022 £0.00 2. Financial Eligibility (Budget Check) View
Danielle Huckle 25/10/2022 £0.00 2. Financial Eligibility (Budget Check) View
Margaret Coakley 24/11/2022 £100.00 2. Financial Eligibility (Budget Check) View
Rhys Volk 24/11/2022 £100.00 2. Financial Eligibility (Budget Check) View
Simon Logan 14/12/2022 £0.00 2. Financial Eligibility (Budget Check) View
Claire Dunstan 21/12/2022 £0.00 2. Financial Eligibility (Budget Check) View
Leanne Rees 28/11/2022 £177.00 2. Financial Eligibility (Budget Check) View
Sunil Dasari 17/11/2022 £0.00 2. Financial Eligibility (Budget Check) View
Sunil Krishnan 01/12/2022 £0.00 2. Financial Eligibility (Budget Check) View
Mari Roberts 17/11/2022 £0.00 2. Financial Eligibility (Budget Check) View
Quick Actions

Review Stage 1
(Operational)

Review Stage 2
(Financial)

Review Stage 3
(Reconciliation)

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Clinicians
3-Stage Gatekeeper Workflow
Stage 1: Operational Viability

Owner: Rota Coordinators

Checks:

  • Sufficient rota cover?
  • Service safety maintained?

New requests enter here automatically

Stage 2: Financial Eligibility

Owner: Budget Holders

Checks:

  • 3-year rolling budget
  • Course relevance
  • Cost reasonability

Reserved against budget on approval

Stage 3: Reconciliation

Owner: Finance Team

Checks:

  • Actual attendance
  • Receipts vs estimates
  • Budget finalization

Final spend recorded for 3-year cycle