Work Instruction 

Task Lead - Process Request - 
Invoice 

 

Purpose 

This work instruction is used to outline the process in which the Task Lead denotes that an 
invoice is required for an alluvial fan case. The Invoice Info screen within the Process 
Request activity will only appear if the fee type selected for the case is Alluvial Fan. This 
differs from the general processing of this activity only on two screens: 

. Invoice Info 


. Fee Info 




The other Process Request module should be viewed for the full simulation of that activity. 

 

Prerequisites 

. The Review Data Received activity is complete 


. Project includes Alluvial Fan 




 

Navigation 

 

Via Menu Path 

Log in to the MIP . Workbench . Work Items . 

and 

Claim .Process Request 



 


Work Steps 

This work instruction starts at the Invoice Info screen within the Process Request 
activity. Assume the reviews of the other screens were completed. 

 

Work Item List screen 


 

1. Click to enter the Invoice Amount 

2. Click on: Continue button 
to complete the other screens in the Process Request 
activity 


 

Work Item List > Process Request > Fee Information screen 


 

Information icon 


Note the Task Lead does nothing different on the Fee Info screen but 
note the Invoice Amount is now populated in the table below. The 
remainder of the activity is completed as usual. 



 

 

Results 

The workflow will proceed as normal with the addition of the Distribute Invoice activity to be 
conducted by the Task Lead and Receive Invoiced Fees to be completed by the Fee 
Administrator. 



 

 

 

 

 

 

 

 

 

 

 

 

Last Updated: March 2009