Separate evidence collection, approval and submission so each step has an accountable owner.
Set up the work
- Support supplies the communication history.
- Fulfillment or service teams supply delivery records.
- Finance reconciles charges and refunds.
- The approver checks the case and the submitter records completion.
A small team can combine roles, but it should still record who completed each step and who covers an absence.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.