Staff assignment
Staff Handoff and Waiting-State SOP
Standardizes assignment ownership, waiting-state escalation, and reviewer transition for recurring client work.
DraftOwner: Operations lead
Review Checklist
Procedure checkpoints
Confirm that required review points, role ownership, and client-work boundaries are clear.
Step 1
Assign preparer and reviewer
Owner: Operations lead
Step 2
Set waiting-state owner
Owner: Staff preparer
Step 3
Escalate blocked items
Owner: Manager
Step 4
Confirm reviewer transition complete
Owner: Reviewer