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Fix a finding or value ​

A finding is an item to check. A mapping tells the app what a source value means. A correction records a reviewed change without editing the original.

Correct one value ​

  1. Open the finding and check which job and field it affects.
  2. Choose Correct. The form should open.
  3. For a change, choose Override the proposed value and enter Corrected value. To add a comment only, choose Note only.
  4. Fill in Reason and Evidence reference: why the value should change and where the proof is.
  5. Choose Record correction, then read the result. Review again if prompted.

A note only adds a comment. It does not clear a billing hold. An override can clear a value finding when the value and proof meet the rules. Some holds need an approved rate or list instead.

The same problem on many jobs? ​

Check a few examples. Ask Ben or Bill whether a shared mapping needs a fix. A group of findings is not a bulk-correction tool.

Do not guess an unknown code or how to split hours between workers.

If the app says the review is stale

“Stale” means an input changed since the last review. Read the latest values, review again and prepare or calculate again as prompted. Earlier versions stay in the history.

If a save gets no answer, use the offered retry. Do not start another action until you know what happened to the first one.

Practice guidance · No client data in this site · Checked October 14, 2026