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Pending Approval Playbook
Aspire Software avatar
Written by Aspire Software
Updated over a year ago

What are we measuring: Time Range: All time - Work tickets in pending approval status divided by the number of active branches in your system.

Why are we measuring this: This helps us identify work that can be invoiced once approved.

Scoring: 0-50, 51-100, 100+

Recreate Metric: Work Ticket Module – Filters: Status in Pending Approval

False Negatives:

  • N/A

Common Issues:

  • Tickets were completed but never approved

  • No one is monitoring this list to be sure tickets are getting approved on a daily basis

Practical:

  • Turn this list into a dashboard and view every day

  • Account/Ops managers should be involved in this process and understand that this holds up the invoicing process- the longer the tickets sit in Pending Approval, the longer it takes for you to get paid

Resources:

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