Scope correction

Step by step

1. Inspect current scope Relationship Owner

   The Relationship Owner reviews the opportunity revision, related activities, decisions, receipts and listings before changing a property record.

   • Establishes what was already accepted or executed
   • Updates Opportunities, Relationship activities, Review decisions, Operation receipts, Listings

2. Cancel draft scope Relationship Owner

   Unexecuted draft scope can be canceled and released back to the relationship owner for preparation.

   • Releases unexecuted scope for owner follow-up
   • Updates Listings, Opportunities

3. Prepare correction Relationship Owner

   Accepted or executed scope is handled through a correction that keeps earlier evidence and results available.

   • Records the revised property details and evidence
   • Updates Listings, Record attachments, Opportunities

4. Approve correction Sales Manager

   An independent Sales Manager decides on the corrected scope and its current revision.

   • Documents the independent decision
   • Updates Review decisions, Listings, Team members
   ApprovalA person approves before the work moves on.

5. Reconcile effects Sales Manager

   Receipts and linked listings are checked before the team treats a corrected action as complete.

   • Confirms the actual result
   • Updates Operation receipts, Listings

Relationship Owner

, Sales Manager, Auditor.

The owner explains the correction; the manager approves the current scope; the auditor follows the preserved history.