Operation reconciliation

Match action receipts to effects and exceptions.

Step by step

Find exception Reconciliation Reviewer

Reconciliation Reviewer acts on operation receipts to select pending, failed or review-needed work.
- Select pending, failed or review-needed work
- Updates Operation receipts
Compare effects Reconciliation Reviewer

Reconciliation Reviewer acts on tickets, ticket events, review decisions, grievance cases, record attachments to inspect linked local results.
- Inspect linked local results
- Updates Tickets, Ticket events, Review decisions, Grievance cases, Record attachments
Verify external result Reconciliation Reviewer

Reconciliation Reviewer acts on operation receipts to require provider confirmation when referenced.
- Require provider confirmation when referenced
- Updates Operation receipts
Close review Reconciliation Reviewer

Reconciliation Reviewer acts on operation receipts to record the evidenced result or retain exception.
- Record the evidenced result or retain exception
- Updates Operation receipts

And how to keep it from happening.

Check the source. Confirm the parent ticket and organization before moving the work.
Keep history. Retain prior events and decisions when a record changes.
Confirm the effect. A status alone cannot establish that the intended person saw the outcome.

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