Resolve an uncertain operation or authorized scope change while preserving original records and external authority.
Sales Manager inspects the operation receipt, expected revision and linked local evidence. When an external reference exists, obtain the authoritative source result needed to compare the claim with what actually happened.
Relationship Owner selects the opportunity and requests an authorized correction or cancellation. Distinguish unexecuted work from accepted or executed scope before deciding which action is appropriate.
Sales Manager approves the compensating action for executed scope. Retain the original source identity and every original record. An externally controlled effect must not be reversed automatically by a local correction.
Sales Manager compares the declared scope, identity and revision with the actual linked effects. Only matching evidence supports Completed; a discrepancy remains visible for review with its reason recorded. Auditor follows the resulting history.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.