Scope examples for approvals, reporting and integration.

Example: purchasing requests wait while a budget owner is unavailable. The review separates requests that a delegate can decide from those outside delegated authority. Configuration work can then apply the agreed routing rules in the existing tool.

• A workflow map and role definitions.
• Revised forms, queues or approval rules.
• Configuration notes and checks for corrections, absences and urgent requests.

Example: an operations report and a finance report place the same transactions in different months. The review matches record identifiers and compares event dates, posting dates and adjustments before deciding whether either query needs changing.

• Metric definitions and source-field references.
• Reconciliation queries and a worked sample.
• Documented adjustments and differences requiring review.

Example: a transfer times out and the operator cannot tell whether the destination saved the record. The work can establish a lookup by source identifier, define when a retry is safe and add the required checks to the connection. Application access and permission to modify it are required.

• Connector code or configuration where included.
• Transfer checks covering failures and repeated requests.
• Operating instructions for retries and manual recovery.

Tell us which part of a process or application needs changing and what the receiving team must be able to do afterward.