1. Corporate Event Planner
  2. Features
  3. Review and operations
Feature · Review and operations

Review and operations

Preserve decisions, attachments and guarded-action results for each event.

OverviewReceipt exceptions
Corporate Event Planner · Review and operations

Receipt exceptions

Operation receipts

New
ParentOperation keyActionExpected revisionResult stateOccurred at
EVN-92477OK-457ACT-268570Failed19 Oct
EVN-59673OK-109ACT-718470Needs review08 Oct
EVN-53267OK-512ACT-720930Failed12 Oct
EVN-36901OK-400ACT-147780Needs review25 Oct
EVN-72304OK-710ACT-545640Failed25 Oct
6 of 6 records
OK-457Operation receipts · OR-43051
Failed
ParentEVN-92477
ActionACT-268
Expected revision570
Occurred at19 Oct
Failure reasonCut to length
Example screen with sample data

What you can do

Keep the decision with the source revision

A review decision links to an event, reviewer, source revision and reason. The decision may approve, reject or return the event scope. It is separate from the event’s current status, so an organizer can see which version a person considered. Attachments provide supporting evidence with an internal or shared visibility setting and a named uploader. The review trail stays connected to the event even when a later correction changes the current plan.

Guarded actions produce operation receipts with an operation key, action, expected revision and result state. The receipt may also hold external and effect references or a failure reason. Reconciliation reads these receipts and the linked local effects, then checks an authoritative external source when an external reference exists. An operation becomes completed only when the expected effects match. A discrepancy becomes needs review; the team investigates the specific difference before closing the case.

How the work is organized

  • Human decision. The reviewer and reason belong to the source revision that was judged.
  • Supporting file. An attachment has a title, evidence type, uploader and visibility scope.
  • Operation receipt. A stable key records the attempted action and whether its effects completed or need attention.

What to agree during setup

Decide which changes need a fresh independent review and which staff can see shared versus internal files. Give reviewers a clear reason convention for approval, rejection and return. Choose who investigates receipts in a failed or needs-review state. Connect authoritative sources where external references are used, and define the handoff to the event owner when evidence is incomplete.

Check the handoff on an actual case

Submit an event budget, attach the supporting file and have a separate reviewer record an approval with a reason. Then change the event’s revision and check that the earlier decision remains attached to its original version. Trigger a guarded reservation with an expected revision that no longer matches; inspect the receipt and its failure reason. For a receipt with an external reference, compare the local effects with the provider response. If they differ, keep the case in review and retain the original action history.

What your team sees

  • Receipt exceptions — Failed actions and mismatches with action, expected revision and reason.
  • Review decision log — Named reviewers, decisions and source revisions.
  • Events awaiting approval — Event plans at the review point.

What it keeps track of

Data model
Review decisions
Independent reviewer decisions recorded against a source revision.
Record attachments
Uploaded evidence files linked to an event with visibility scope.
Operation receipts
Idempotent receipts for guarded operations with expected revision and result state.
Events
Programs, events and sessions with capacity, lifecycle and revision.
Event budgets
Corporate event budget records submitted for review and completion.
Payment evidence
Provider payment authorizations, captures, refunds and voids.
Team members
Staff membership linking a platform user to an organization and role.

Who uses it

Permissions
Budget Reviewer
Records decisions; Event Organizer submits and corrects scope; Finance Reviewer investigates evidence; Admin manages access.

Set up Corporate Event Planner your way.

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

How to get started