Review and evidence

Review decisions record the proposal or opportunity under review, the reviewer, decision date, decision, reason and independence flag. Operation receipts record a named action, its result, actor, date and optional external reference. Attachments keep supporting files or links with the opportunity or travel proposal. Together these records let the sales manager trace how a proposal reached its current state. The proposal reviewer can compare the decision source revision with the proposal, while the coordinator can inspect the receipt status. Both records point back to the client opportunity.

• Starting record. Open the relevant client or opportunity before changing the trip work. Keep the organization and owner aligned with the rest of the case.
• Action and timing. Record what the consultant did, when the next response is due, and which person must act. The manager can then discuss a specific record.
• Review trail. Use the linked proposal, activity, decision or receipt to explain a change in stage. Keep the reason beside the affected trip.

Agree who checks the independent decision recorded during submission, what evidence belongs on a decision, and how failed or needs-review receipts are assigned. Use a real client and a real proposed trip to test these choices. The sales manager should settle who edits commercial details, who handles follow-ups and how a consultant hands work to review. The first operating cycle should be small enough to inspect each transition by hand.

A client may ask for a revised itinerary while the opportunity remains open. Keep the client contact, proposal owner and next step current as that discussion changes. The agency should agree who updates the record after the conversation and when the manager expects to see it.

Record Travel Proposal records an independent approval on the current revision of a group trip proposal. The coordinator checks the receipt for Record Travel Proposal and the attachment with the itinerary reference. The reviewer compares the recorded decision and source revision with the proposal. If a decision returns or rejects an item, its reason stays attached to the decision. The consultant can revisit the proposal with that context rather than treating the status as a complete explanation. After the handoff, check the linked records from the opportunity and confirm that the owner and reviewer can each find the information needed for their part. A manager should be able to explain the current state from the record without asking the consultant to reconstruct it.

• Proposal Decisions — Inspect reviewer, source revision, decision date and reason.
• Action Receipts — Trace the action, actor, recorded date and result.

See the related process for the handoff, and the data model for the linked records.