Review and evidence

A review decision is an independent answer about a load’s source revision. It records the reviewer, decision time, reason and operation key. An operation receipt records an attempted action under a stable key, the expected revision, its result and any failure reason or external effect references. An attachment adds a titled file or evidence reference to the load, with an evidence type, visibility and uploader. Together, these records let the Operations Manager follow what was decided, what was attempted and what actually completed.

Operations Overview is the triage point for active loads, pending decisions and failed operations. A reviewer can move from the load to the relevant decision and receipt. That is especially useful after a shift change, when the person resolving a failed action did not prepare the original handoff or dispatch.

• Decide. Independent Reviewer records approve, reject or return on the current source revision and gives a reason.
• Execute. Dispatcher or Warehouse Lead uses a stable operation key for the authorized action and checks its durable result.
• Reconcile. Operations Manager checks failed receipts against linked local effects and the authoritative source before clearing the issue.

The receipt can be pending, completed, failed or needing review. A failed result is not a direction to repeat external work immediately. The reconciliation sweep is read first: it checks what already happened, records the discrepancy and moves unresolved work into review. Correction and cancellation retain original evidence and use a compensating receipt. The team can therefore see the first attempt and its authorized follow-up.

Define who may review a custody transfer or an excepted load. Keep that person independent from the preparer. Decide which attachments may be shared and which remain internal. Agree what external reference should be stored when a carrier or fleet system supplies the authoritative outcome, and who can resolve a mismatch between the local receipt and that system.

Set a stable key policy for each operation scope. The same requested action on the same source revision should resolve to its existing receipt on retry. Agree how an authorized correction refers to the earlier action and who may cancel unexecuted scope. External effects need explicit reconciliation with their owner; a local status change alone does not reverse them.

Submit a custody handoff and have the Independent Reviewer record a decision against the submitted revision. Complete the transfer and inspect the operation receipt. Repeat the request using the same key; confirm that the team sees one durable result. Attach a load evidence file marked internal, then check who can view it.

Next, simulate a failed completion receipt with an effect reference. The Operations Manager checks the linked load, decision and effect before marking it for review. If a correction is authorized, keep the first receipt and evidence, then add the compensating action. The case is complete when a new shift can explain the outcome from the records without recreating the external work.

• Unresolved operation receipts — Failed and needs-review actions with their reason and expected revision.
• Review decisions — The reviewer, decision and reason attached to a load revision.
• Delivery evidence — Attachments grouped by load and visibility.

See exception review and custody review.