Property snapshot review

Step by step

1. Prepare snapshot Operations Analyst

   Operations Analyst records the property, occurrence date, net cash amount and forecast scenario against the correct instruction and organization.

   • Links the cash entry to its source
   • Updates Property cash flows, Instructions

2. Submit revision Operations Analyst

   The analyst moves the snapshot from Draft to Submitted for an independent decision.

   • Makes the current revision available for review
   • Updates Property cash flows

3. Property snapshot review Independent Finance Reviewer

   Independent Finance Reviewer checks the parent, current revision and supporting details, then approves or rejects the submitted snapshot.

   • Records the independent outcome
   • Updates Property cash flows, Instructions, Review decisions
   ApprovalA person approves before the work moves on.

4. Record decision Independent Finance Reviewer

   Keep the decision time and the snapshot's Approved or Rejected state with the reviewed revision.

   • Preserves status and decision time
   • Updates Property cash flows

5. Complete record Operations Analyst

   Once the approved work is finished, the snapshot can move to Completed for later comparison.

   • Identifies finished entries
   • Updates Property cash flows

Operations Analyst

Prepares and follows the snapshot.

Independent Finance Reviewer

Decides.

Auditor

Reads its review history.