Correct authorized scope

Correct unexecuted or executed work through its authorized path while preserving the earlier commercial evidence.

Step by step

Identify the affected work Relationship Owner

Relationship Owner selects the opportunity and supplies the reason, current revision and operation identity. The action checks the caller against live team membership before classifying the scope.
- Validate actor, reason, Revision and operation key
- Updates Opportunities, Team members, Operation receipts
Handle unexecuted scope Relationship Owner

The guarded action can cancel eligible unexecuted work without deleting the records. Its recorded outcome explains what was cancelled while the earlier evidence remains available.
- Preserve records while recording authorized cancellation
- Updates Opportunities, Property visits, Operation receipts
Approve compensation Sales Manager

Sales Manager reviews and approves the compensating action when the affected scope has already been executed. The action remains Pending until the required downstream confirmation exists.
- Approve executed-scope compensation that waits for confirmation
- Updates Review decisions, Opportunities, Operation receipts
ApprovalA person approves before the work moves on.
Follow the confirmation Relationship Owner or Sales Manager

Relationship Owner inspects the recorded result and follows up with the agreed downstream owner. Sales Manager checks the evidence before treating the requested compensation as complete.
- Inspect the retained evidence and waiting outcome
- Updates Operation receipts, Record attachments, Opportunities

And how to keep it from happening.

Deleted history. Removing the earlier record makes the reason for the correction harder to establish.
Waiting result treated as complete. A requested compensating action still needs its required downstream confirmation.
Changed actor scope. A caller whose membership has changed must be checked against the current organization and role scope.

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