Decisions and evidence

Decisions keeps reviewed outcomes with a subject type, subject reference, reviewer, date and Approved, Rejected or Returned decision. Operation receipts records that an operation was attempted, when it occurred and whether it Succeeded, Failed or remains Pending. Attendance approval writes both a review decision and an operation receipt; follow-up triage writes a receipt. These records help a delivery lead reconstruct an action taken during project work.

• Set the context. Start from the project and use its named team members to make the owner of each record clear.
• Keep the handoff visible. Move the work through the existing status values and record who took the next step.
• Review exceptions. Open the relevant saved list when a date slips, an approval waits or a follow-up needs verification.

Agree how subject references match the source records and which person reviews each kind of decision. Keep the reviewer and the operation actor accurate. Decide when attachments belong on a supported parent record and retain the source file URL when using record attachments. A receipt indicates the result of an operation; it should not be used as a substitute for the underlying attendance or follow-up state.

Map the project’s real operating language to the record names before importing history. Have the Project Manager and Delivery Lead rehearse the same case with ordinary team accounts. If a role sees too much or cannot complete its assigned step, correct access before the first live cycle. Preserve the project reference and the person responsible when records are moved or corrected.

Approve a positive submitted attendance entry and inspect the corresponding decision and receipt. Check the decision subject reference and reviewer against the source entry; confirm that the receipt reports Succeeded. Then try the same approval after the entry has moved out of Submitted. The guard rejects it, and the failed receipt should remain visible without another approved attendance result. For a raised follow-up, inspect the triage receipt and compare it with the issue’s current status before reporting progress.

Open the source record again after the handoff. Compare its status, owner, project and dates with the list used by the receiving person. The team should be able to explain the next action from the record itself, including a blocked or failed attempt. Rehearse the correction path with the same roles who will use it in ordinary work.

• Recorded Decisions — Approved outcomes with subject, reviewer and decision date.
• Attendance Awaiting Approval — Submitted entries whose review will create a decision and receipt.

See the related process and review the data model.