Guide

How are contract and assignment problems resolved?

Most blockages are record problems rather than system problems: capacity, timing and record mismatch are the three common causes.

Three common causes

First, capacity: the person approving does not meet the defined conditions. Second, timing: the approval window was missed. Third, record mismatch: the person's record does not support the capacity they have taken on.

Where to start

The error shown on screen is usually the consequence, not the cause. Check the person's record first, then the capacity, then the timing. If all three are right, the problem really is on the transmission side.

Proceeding with evidence

The date of each attempt, the response received and the correction made are recorded. Repeated attempts without records lead to repeating the same mistake unnoticed.

If the window closes

Where the approval window was missed, the process runs again from the start; waiting is not a solution and the time that passes counts as unassigned.

In Optifora

The assignment record shows capacity, timing and approval status together; it names what is missing and takes the correction to the relevant record's screen.

  1. Check the person's recordVerify the record and the capacity first.
  2. Match the capacityCheck the approver meets the defined conditions.
  3. Check the timingSee whether the approval window is open.
  4. Record the attemptWrite each attempt with its date and response.
  5. Correct and retryFix the gap you found and run the process again.
  6. Build a lasting fixIf the same error recurs, change the record arrangement.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is