Ledgerly

Training Guide

Operate the review queue.

Prepared close work should enter a queue where the reviewer can see the task, evidence, preparer, timing, comments, and decision history.

Review queue operating model

  • Use Task Review for prepared work waiting for approval.
  • Use Manager Oversight for visibility into reviews and bottlenecks.
  • Use Timesheet Review for submitted time that affects reporting and workload.
  • Use Pull-back Requests when completed work needs to reopen.