Reconcile operation evidence

Compare recorded operation claims with their actual local effects before confirming completion.

Step by step

Select the receipt Sales Manager

Sales Manager identifies the Pending, Failed or needs-review operation under the authorized opportunity. Read its action, expected revision and recorded reason before deciding what to investigate.
- Identify authorized Action and expected revision
- Updates Operation receipts, Opportunities
Gather linked evidence Sales Manager

The reconciler reads local activity, visit and review evidence relevant to the receipt. The comparison concerns the declared revision and effect, not simply the opportunity's latest visible state.
- Compare local effects with the declared revision
- Updates Relationship activities, Property visits, Review decisions, Operation receipts
Reconcile evidence Sales Manager

A genuine match supports Completed. A real discrepancy produces a needs-review result with its explanation. The read-first check does not repeat the original business action to manufacture success.
- Record Completed on a verified match or needs review on discrepancy
- Updates Operation receipts
Retain the summary Sales Manager

The on-demand path records a reconciliation summary under the parent opportunity. Sales Manager and Auditor can follow the conclusion back to the evidence while repeated requests retain their operation identity.
- Preserve the parent reconciliation summary and evidence references
- Updates Operation receipts, Opportunities

And how to keep it from happening.

Latest state used as proof. A later opportunity stage does not prove that an earlier request completed on its declared revision.
Retry substitutes for investigation. Repeating the commercial action can create a second effect while leaving the original uncertainty unexplained.
Scope ignored by a background check. The reconciler must decline writes outside its authorized scope, regardless of how the check was initiated.

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