Help Center

Reviewing a Financial Finding

Open the finding itself, read its threshold and evidence, inspect the linked record, and record the workflow state without claiming causation.

Key Points

  • The finding explains its measured condition and threshold; different displayed amounts are not interchangeable savings estimates.
  • Open the linked order, product, expense, or period rather than treating the general Alerts list as a completed review.
  • Mark reviewed when the evidence was inspected. Use Verify resolution only after new data is available for the relevant condition.
  • A resolved or changed finding does not prove that your action caused savings. Monitoring can detect the condition again later.