Change Requests & Governance Guide

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1. Purpose

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2. How It Works

1. Request Submission: When a team member attempts to alter a locked financial deposit, settled expense, or contractor contract, the system generates a Change Request.
2. Pre vs Post Diff Preview: Managers review an exact side-by-side comparison of current values versus proposed new values.
3. Approval / Rejection: Authorized managers approve or reject the request. Approved changes are automatically applied and logged into the immutable audit trail.

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3. How It Helps

• Prevents Unintended Data Alterations: Protects closed accounting ledgers and verified contract scopes from unauthorized edits.
• Side-by-Side Visual Comparison: Instantly see what fields are changing before approving.
• Complete Accountability: Record the requester, approver, reason, and exact timestamp for every modification.

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4. Step-by-Step Actions

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A. How to Submit a Change Request

1

Attempt Record Edit

When editing a protected financial record or contract, click Request Change.

2

Enter Proposed Values & Reason

Type the updated field values and enter a mandatory justification note (e.g. Correcting Vendor Invoice Number per Audit).

3

Submit for Approval

Click Submit Change Request.

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B. How to Review & Approve Change Requests

1

Open Change Requests Dashboard

Navigate to Change Requests in the main navigation bar.

2

Select Request & Compare Diff

Click any pending request to view the side-by-side diff comparison panel.

3

Approve or Reject

Click Approve Request (to apply the changes immediately) or Reject Request (with explanation notes).

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C. How to Filter Change Requests

• Status Filter: View requests by Pending Review, Approved, or Rejected.
• Domain Filter: Filter requests by Expenses, Deposits, Contracts, or Project Settings.