1. Conference Management
  2. Process
  3. Event close
Process · Event close

Event close

Reconcile admissions, provider evidence and operation results before close or cancellation.

Step by step

  1. Open registration Event Owner

    The event has approved operating scope, with registrations and admission lines linked to it.

    • Establishes the event and participant scope
    • Updates Events, Registrations
  2. Admit attendee Admissions Lead

    Admissions Lead records actual arrivals, preserving reserved and admitted quantities separately.

    • Preserves actual entry history
    • Updates Admissions
  3. Review corrections Event Owner

    Event Owner raises a current-revision correction or cancellation. Event Reviewer approves a compensating action for executed scope.

    • Records source revision and independent decision
    • Updates Events, Review decisions, Operation receipts
    ApprovalA person approves before the work moves on.
  4. Reconcile and close Event Owner

    Finance Reviewer compares admission quantity with verified provider captures and checks open operation receipts. Event Owner marks the event completed after actual completion, or cancels it while retaining admitted history.

    • Checks linked effects and records event outcome
    • Updates Events, Admissions, Payment evidence, Operation receipts
Event Owner
Raises and closes event scope; Event Reviewer decides corrections to executed scope; Admissions Lead preserves entry history; Finance Reviewer reconciles provider and receipt evidence.

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Start free, then use Proto to change fields, steps and approvals before your team goes live.

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