Guides

Approve or decline an agent action

When an agent wants to write or act, you get an approval request.

What the request shows

Who asked, and the agent acting for them.
The tool and the system.
Exactly what will change.
When the request expires.

Code example

Worked
Request  update_loan_note · loans system
From     w.kamau (credit officer) via assistant
Change   Add note: "Customer agreed new repayment date"
Expires  As set by the approval policy
[Approve]  [Edit]  [Decline]

Your choices

Approve: the action runs as shown.
Edit: change the details, then approve.
Decline: nothing happens. Add a reason if you can.

If you do nothing

The request is declined when it expires.

Good practice

Check the change, not just the requester.
Decline anything you do not understand and ask the requester.
If you get requests you should not, tell your administrator so routing can be fixed.

Every decision is written to the audit trail.