Each Rev generates value for the Organization, the Revs that generate economic impacts can now be validated by Financial Coaches.
What is Financial Validation?
It is the approval given to a Rev with economic impacts captured to have a more accurate and real amount of what is generating the idea implemented.
Who can be Financial Coaches?
Any person authorized by the Champion and the Organization could be one or more users, from the finance area or any other area previously defined for this role.
How can I activate this role?
If you are the Organization Admin, you can give this role to any authorized User; also you can request it to the Rever support team, and we will gladly help you.
I am a Financial Coach, and I want to start with the validation of Revs
The Rev should be validated and approved by the Coach
Once the Coach has validated and approved the idea, it goes on to the next status of "Financial Validation Pending."
Options to identify the Revs to validate them financially:
Filters in the Stream
Go to the "Stream" section
Add filter: "Validation"
Select: "Pending financial validation"
Go to your profile
Identify the Revs in "Validated" status
Remember: You can start the validations of those Revs with only "Validated" labels, or you can edit them.
You can go directly from the home in "Validate Ideas" or click on the main menu and select "Validations"
Filter by "Pending financial validation"
Select any Rev you want to validate and click in "Validate"
Review and active the switch of "Validate"