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  1. EV Fleet Management
  2. Process
  3. Correction and reconciliation
Process · Correction and reconciliation

Correction and reconciliation

Compare operation claims with source evidence and retain the original outcome when load scope needs correction.

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Step by step

  1. Inspect the exception Operations Reviewer

    The Operations Reviewer reads the action, expected revision and failure reason on the receipt. Compare its claimed result with the load, charging session or delivery proof that should support it.

    • Compare the claimed result with supporting evidence
    • Updates Operation receipts, All loads, Charging sessions, Proof of delivery

  2. Resolve the correction scope Fleet Planner or Dispatcher

    The Fleet Planner or Dispatcher identifies the affected work. Eligible unexecuted load scope can follow the configured cancellation path; executed effects need a correction that preserves the original source history.

    • Identify cancellation or correction requirements
    • Updates All loads, Load assignments, Load stops

  3. Authorize executed-scope correction Operations Reviewer

    The Operations Reviewer authorizes the required correction under the agreed policy. Retain the source revision and decision reason so the team can explain what changed and why.

    • Retain authorization for the affected source revision
    • Updates Review decisions, Operation receipts, All loads
    ApprovalA person approves before the work moves on.

  4. Reconcile the outcome Operations Reviewer or Finance Officer

    The Operations Reviewer verifies actual effects before accepting a completed operation. Keep Pending, Failed or Needs review results visible when evidence remains unresolved. The Finance Officer reviews any related freight-charge impact through its separate financial process.

    • Record supported verification and financial follow-up
    • Updates Operation receipts, Record attachments, Freight charges

Where it usually breaks

And how to keep it from happening.

  • Completed is read as Verified. A receipt's result state and verification status are separate; inspect both before accepting the claim.
  • Recovery removes the earlier evidence. Preserve the original decision and outcome when correcting executed scope.
  • A transport result is treated as paid freight. Financial approval, invoice and payment evidence belong to the charge's own lifecycle.

Who does what

Roles and permissions
Operations Reviewer
, Fleet Planner, Dispatcher, Charging Coordinator, Finance Officer.

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