Operation reconciliation

Check recorded effects before closing uncertain action receipts.

Step by step

Review exception Sales Manager

The Sales Manager opens a pending, failed or needs-review receipt from the exception queue and identifies its parent opportunity and action.
- Identifies the guarded action and source revision
- Updates Operation receipts, Opportunities
Read linked effects Sales Manager

The manager checks the listing, opportunity, review decision and any external reference against the receipt's expected revision and effect references.
- Compares actual records with expected effects
- Updates Listings, Review decisions, Operation receipts
Resolve discrepancy Sales Manager

If the real effect is uncertain, the receipt stays in needs review with the failure reason available for investigation.
- Keeps an uncertain result visible for review
- Updates Operation receipts
Verify completion Sales Manager

When expected local effects match, the receipt moves to Completed. Reconciliation reads first and does not repeat external execution.
- Closes only a matched local effect
- Updates Operation receipts, Listings, Opportunities

Sales Manager: , Auditor, Relationship Owner.
: The manager investigates and verifies; the auditor can read the evidence; the owner sees the result for the assigned engagement.

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