Financial Planning & Analysis

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  1. Financial Planning & Analysis
  2. Process
  3. Decision and operation evidence
Process · Decision and operation evidence

Decision and operation evidence

Reviewer traces a decision through its subject reference, outcome, reason and reviewer. An attachment points to a parent table and record; an operation receipt records the actor, type and result of an executed action. The team can distinguish an approved plan with a successful receipt from a later skipped repeat attempt.

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Step by step

  1. Inspect decision evidence Reviewer

    Read the subject, reviewer, decision, reason and attached file reference.

    • Read the subject, reviewer, decision, reason and attached file reference.
    • Updates Review decisions, Record attachments

  2. Inspect operation results Finance Leader

    Compare the action result and actor with the current plan or period status.

    • Compare the action result and actor with the current plan or period status.
    • Updates Operation receipts, Plans, Accounting periods

Where it usually breaks

And how to keep it from happening.

  • Match a decision’s subject and linked plan or period to the record under review.
  • Check both attachment parent fields before relying on a file.
  • Read a Skipped receipt as a refused attempt; verify the earlier successful result separately.

Who does what

Roles and permissions
Reviewer
, Finance Leader and Admin participate according to the record and access setup.

Set up Financial Planning & Analysis your way.

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

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