Review and Sign-off, Full Workflow Overview

The six stages every job moves through, from setup to sign-off, and who owns each one.

Every job in Zato follows the same structured six-stage workflow from preparation through to final Director sign-off. Understanding the full sequence helps each team member know exactly what's expected of them at each stage.

The six stages

#	Stage	Owner	Condition to progress
1	Job Setup	L4,L3 and L2	Mapping complete; TB and GL uploaded.
2	Ready to Process	L4,L3 and L2	Run Zato is executed for the first time.
3	Processed	L4,L3 and L2	Mark Ready for Review, once every workpaper, query, and point is resolved.
4	In Review	L5	Ready for Sign Off, once the same conditions are met.
5	Review Completed	L6	Director signs off.
6	Signed Off	L6	Job complete; may be reopened if required.

What doesn't change the job's stage

● Raising a query or review point during In Review, this must be resolved before the job can progress, but doesn't move it on its own.

● An Accountant editing an already-approved workpaper during In Review, this drops the workpaper back to Unapproved for re-review, but the job stays at In Review.

● A reviewer reading through workpapers during Processed, only Mark Ready for Review actually moves the job on.

The only backward move

Reopening a Signed Off job returns it to In Review, not to any earlier stage. From there, the manager re-runs their review and Ready for Sign Off has to be clicked again to progress the job forward once more.

How to access: Job Details, then Job Results, then Review & Sign-off.