Correct or cancel an order

Review remaining scope and provider evidence while retaining the original service history.

Step by step

Read current scope Service Lead

Service Lead checks the order revision, lines and served portions before requesting a change.
- Current revision and service checked
- Updates Stop orders, Stop order lines
Separate remaining work Kitchen Lead

Kitchen Lead checks preparation time and served portions to identify remaining work; waste is recorded separately from service.
- Remaining scope and waste identified
- Updates Stop order lines, Ingredient movements
Review compensation Shift Supervisor

Shift Supervisor checks prior decisions and receipts, then approves the compensating action for executed scope.
- Independent action decision retained
- Updates Review decisions, Operation receipts
ApprovalA person approves before the work moves on.
Check refund evidence Finance Reviewer

Finance Reviewer verifies the provider's refund or void reference and amount against the affected order.
- Provider result verified
- Updates Payment evidence, Stop orders
Record outcome Operations Manager

Operations Manager preserves the original order and returns the earlier result for a repeated correction key.
- Correction result kept with history
- Updates Stop orders, Operation receipts

And how to keep it from happening.

An order is marked cancelled after some portions were served, hiding its service history.
A refund request is treated as a confirmed provider refund.
A second request creates another refund because it has a new local key.
A correction erases the first approval or original service quantity.

Service Lead: , Kitchen Lead, Shift Supervisor, Finance Reviewer and Operations Manager.

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