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- Event Planning PM
- Process
- Verify completion and exceptions
Verify completion and exceptions
Reconcile guarded operations before treating their effects as complete.
Step by step
-
Read receipts Project Reviewer
Project Reviewer inspects Pending and Failed operation receipts.
- Find unresolved actions
- Updates Operation receipts
-
Compare effects Project Reviewer
Project Reviewer compares the expected revision, linked effects and any authoritative external reference.
- Check source revision and effects
- Updates Operation receipts, Work packages
-
Record evidence Project Reviewer
Project Reviewer attaches reconciliation evidence to the parent package.
- Preserve the comparison
- Updates Record attachments
-
Resolve receipt Project Reviewer
Project Reviewer marks matching effects Completed or sends a mismatch to needs review.
- Set the supported result state
- Updates Operation receipts
Who does what
Roles and permissions- Project Reviewer
- Verifies receipts and records reconciliation evidence.
- Operations Lead
- Triages the exception queue.
- Project Coordinator
- Supplies the package context when an expected effect is unclear.
Set up Event Planning PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.