Third party
Third_party workstream. 7 stages, 2 gates. Any stage that is not a gate can be skipped on a campaign.
Edit stages
Reorder the stages, rename them, set the owner role and the SLA in working hours, and mark the gates. A stage key is fixed once the stage is created. The request stage live has to stay on the process, because that is where requests land. A stage taken off here keeps working on every workstream that already carries it, since those stage rows were seeded when the workstream was created. Only new workstreams pick up this list.
#KeyNameOwner roleSLA hoursGateMoveRemove
1
receive_quote
2
client_approval
3
po
4
booked
5
live
6
ended
7
eoc
#StageWhat happensOwnerSLAChecklists
1
Receive quote
- Receive the third party quote or proposal
- Check it against the brief and the plan
2
Client approvalGate
- Send the quote to the client
- Record the approval on the campaign
3
POGate
- Raise the PO with Finance
- No booking proceeds without it
4
Booked
- Confirm the booking with the supplier
- Attach the order form or DocuSign
5
LiveRequests land here
- Activity runs to the booked schedule
- Log requests and changes here
6
Ended
- Booking period complete
- Confirm final delivery with the supplier
7
EOC
- Capture results and learnings
- Add next year dates to the plan
SLA counts working hours, nine to half five Monday to Friday in the account timezone. A gate cannot be skipped, only passed with a note.