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- Food Safety & HACCP
- Process
- Exception reconciliation
Exception reconciliation
The team starts with one named parent batch and follows its current revision. Each handoff retains the record that caused it, the person who acted and the effect that actually persisted. A status change is useful only when the underlying preparation, review or external evidence agrees with it.
Step by step
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Find exception Reconciliation Analyst
Reconciliation Analyst opens pending, failed or review-needed receipts from the parent.
- Open pending, failed or review-needed receipts from the parent.
- Updates Monitoring records, Production batches
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Compare scope Reconciliation Analyst
Reconciliation Analyst checks identity, quantity and revision against intended effects.
- Check identity, quantity and revision against intended effects.
- Updates Batch lines, Corrective actions, Monitoring records
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Check external evidence Reconciliation Analyst
Reconciliation Analyst matches provider and fulfillment references to the local operation.
- Match provider and fulfillment references to the local operation.
- Updates Fulfillment events, Payment evidence, Record attachments
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Resolve receipt Reconciliation Analyst
Reconciliation Analyst marks complete only when the expected effects match.
- Mark complete only when the expected effects match.
- Updates Monitoring records
Who does what
Roles and permissions- Admin
- Maintains access to the operating records.
Set up Food Safety & HACCP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.