Build your management pack checklist.

How to build your management pack checklist

1. 1

   Describe the job

   Keep business-unit submissions aligned to the same reporting period.

2. 2

   Review the first version

   Choose how the business-unit reporter records the reporting period and how the group finance reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your management pack checklist

• Keep the reporting period in context

  Keep reporting period, business unit, metric source, submission version, review note and sign-off together so the next person can understand the request or record.

• When the next step needs a decision

  One unit submits June data while another submits May data. Flag the inconsistent periods rather than adding them into a group total; request the correct period from its owner.

• Keep sign-off visible

  Request the correct period before combining the submitted figures.

• Choose what each person needs

  Give the business-unit reporter a working view and the group finance reviewer a review view. Keep reporting period and business unit attached to the decision as the work moves between them.