Exception reconciliation

Trace a failed or pending operation back to its package and effects.

Step by step

Inspect exception Project Reviewer

Project Reviewer opens an operation receipts row in Pending, Failed or Needs Review and identifies its action, key and expected revision.
- Identify the original operation and source package.
- Updates Operation receipts, Work packages
Compare linked effects Project Reviewer

Project Reviewer reads the parent package and linked shoot day or attachment records before concluding what happened.
- Compare current records with effect references.
- Updates Shoot days, Record attachments, Review decisions
Reconcile completion Project Reviewer

Project Reviewer compares the source revision, identity and linked effects before recommending a Completed outcome.
- Compare references before the team updates the result state.
- Updates Operation receipts
Escalate discrepancy Project Reviewer

Project Reviewer flags a Needs Review result and failure reason for the team to investigate when records do not reconcile.
- Identify the discrepancy for the package owner.
- Updates Operation receipts, Work packages

Project Reviewer: Examines outcomes; Project Coordinator supplies package context; Auditor can examine the result trail.

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