Review and operations

A review decision stores the source revision, deciding reviewer, decision date, reason and operation key against a matter. An operation receipt stores the action, expected revision, result state, occurrence time and references to resulting effects. Staff compare their shared matter and operation key to distinguish a review decision from the recorded result of a guarded action. A completed receipt has different meaning from a hold approved by a person.

• Decide the revision. Hold Reviewer records a reason, source revision and operation key under the matter.
• Read the receipt. Legal Operations checks the expected revision, result state and effect references for the guarded action.
• Assign an exception. Matter Owner investigates failed and review-needed results before anyone reports completion.

Operations Overview gathers matter activity, deadlines, pending review decisions and failed operations into an aggregate operational screen. Use it to choose the next investigation, then open the parent matter and the corresponding receipt. A failed or review-needed result needs a reason and a responsible follow-up; it must not be represented as a completed preservation action.

Agree who records operation receipts, who investigates failures and who checks a human review before the team treats an action as authorized. Use the parent matter and operation key to trace each decision and receipt to the intended hold. Test a matter with two submitted holds and confirm staff can identify which revision and operation each decision covers. Keep failed receipts visible while a later attempt is investigated.

Suppose a hold revision receives approval but the operation receipt shows Failed. Legal Operations opens the receipt, checks the operation key and expected revision, and compares the effect references with the intended matter. The Hold Reviewer can see the decision that authorized the revision. The owner leaves the case open until the failed action is explained and a new, traceable result is checked.

Ask the next Legal Operations user to locate the failed receipt from Operations Overview and open the parent matter. They should compare the expected revision, operation key and failure reason with the review decision. If another attempt completes, keep the first failure available for the matter owner’s investigation.

• Failed operations — Receipts whose result needs investigation.
• Pending operations — Receipts awaiting an outcome.

Follow the related process and review the data model.