Documents template

Client change decision log

A client-visible decision log of every Verrano Summit change with its price and decision, showing 2 changes waiting and the stage extension absorbed at $1,900.

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Industry
Events, Travel and Hospitality
Team
Operations
Use case
Requests and exceptions
Tags
Approval workflow
Includes
1 database · 1 app

Template preview

Client change decision log page

Included items

  • Event production and vendor operations

    Database · Embedded view: Verrano Summit change log (table view) · Requires sign-in

  • Dashboards

    App · 3 embedded blocks: Chart: Changes by area of the event (c-changes-table); KPI: Changes waiting on a decision (k-changes); Chart: From requested to priced and accepted (c-changes-waterfall) · Requires sign-in

Overview

What this template supports

A change decision log for the Verrano events lead and procurement, prepared by the Sablewood producer. It counts the 14 logged changes by area and commercial outcome, shows the two waiting on a decision and the one that started early, and sets out the no work before decision rule and approval steps. It embeds the Verrano Summit change log as a live database view with sample records.

  • Changes by area table block
  • Embedded Verrano Summit change log
  • Waiting on decision KPI block
  • Requested to accepted waterfall block
  • No work before decision rule list
  • Request to decision flowchart

How to use this template

  • Log each request

    Enter every change with its area, supplier, budget and status as soon as it arrives in the project space.

  • Record price and decision

    Set included, priced, absorbed or declined before any supplier call, and note any work started before a decision.

  • Filter the log to the client

    Point the embedded view at a view filtered to the client the page is shared with before you send it.

Frequently asked questions

What counts as work started before a decision?

Any supplier work that begins before a recorded inclusion or price decision. The log counts it and shows any cost absorbed.

Who approves a change?

The client approves the change inclusion and price. The managing director sets the commercial outcome and the producer checks feasibility.

What does Client change decision log help me do?

A client-visible decision log of every Verrano Summit change with its price and decision, showing 2 changes waiting and the stage extension absorbed at $1,900.

Who reads and maintains this page?

Verrano events lead and procurement; prepared by the Sablewood producer. The managing director reviews it.

When is the page ready to share with the client?

Sent only after every change shows a price and a decision or a date for one, and the embedded view is filtered to the client.

What do visitors see in the public link?

The public link opens the full page without sign-in. The embedded Event production and vendor operations view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.