Working with Operator
Reviewing suggested actions
What to check before approving work Operator prepared for you.
4 min read
Operator prepares work and attaches the evidence behind it. This guide explains what to look at before you approve, edit or skip a suggested action.
What to evaluate
- source evidence
- proposed action
- recipient or affected record
- risk
- context
- expected result
Start with the evidence
Before reading the draft, read what triggered it. If the evidence is right, the action is usually right. If the evidence is thin, edit or skip.
Key takeaway
Reviewing is a judgment step, not a formality. The cheapest place to catch a mistake is before it leaves your company.
Which actions reach you for review is set by your approval rules. How approvals work