How-to

Accept or reject a change proposal

Agents cannot edit records. A change arrives as a difference you accept or reject on the record page.

For: Product owner

Steps

  1. Open the record; the proposal shows the current and proposed text side by side, with the agent's reason.
  2. Accept: the change is applied under the normal edit rules (and a second approver where required), with the reason kept in the history.
  3. Reject: the record stays as it is; the agent is told.

KB-RA-14