Workflow Documentation
SOW Review Process - Per Workflowv2.md
Status Flow
How tickets progress through the workflow
Workflow Phases
Complete lifecycle from trigger to completion
Trigger SOW Review
CA/Compliance initiates review process
TR Upload Documents
TR uploads required documents
Extension Request
TR requests time extension from ED
Document Review
Review completed documents
Alt 1 Escalation
Deadline missed - escalate to TR & Trigger Party
SOW 2 Processing
Documents complete - proceed to SOW 2
Role-Based Routing
How tickets route through different roles
CA / Compliance
Handles Status:
Trust Representative (TR)
Handles Status:
Engagement Director (ED)
Handles Status:
Alt 1 Escalation Path
What happens when deadline is missed
Timeline
Ticket created - PENDING_TR
14-day deadline starts
Warning notification
2 days remaining
Critical notification
1 day remaining
ALT 1 ESCALATION
Status → EXPIRED
Escalation Actions
System Actions
- • Change status to EXPIRED
- • Create escalation record
- • Log in audit trail
Notifications
- • Notify TR of deadline miss
- • Notify Trigger Party (CA/Compliance)
- • Alert CA for review
CA Actions
- • Review expired ticket
- • Restart ticket (PENDING_TR)
- • Or close with reason
Group 1 Suspension (Step 13)
SOW 2 processing - stakeholders suspended
When documents are uploaded and ticket status changes to COMPLETED, Group 1 is suspended from further involvement.
ED
TR
Compliance
CA
Finance
Custody
Central Buyer
Workflowv2.md - SOW Review Process
14-Day Deadline | Alt 1 Escalation | Group 1 Suspension