Approval, run history and recovery
Approve the exact action manifest, read per-action run results, and reconcile uncertain actions before any resumption (AO04, AO06, AO07, AO10).
Delegated automation approver · Authorized automation owner
/pdcc/my-work/automations?screen=AO04Approve (AO04)
The approver reviews the exact manifest — rule version, action, records, recipient, whether SI is required — and approves the bounded rule or returns it. Approval applies only to that action, audience, schedule and version; editing content or recipients invalidates it.
An activation receipt means scheduling succeeded — not that a first check or delivery has completed.
Run history (AO06)
Each run reports every stage and action separately with receipts. A run may partially succeed. Provider acceptance is not proof of reading.
Reconcile an uncertain action (AO07, AO10)
1. Timeout
External dispatch *may have occurred*; receipt not found.
2. Retry blocked
Pending reconciliation; current authorization must be rechecked.
3. Check authorized receipt
Classify as completed, failed or still unknown.
4. Resume authorized incomplete step
Only when confirmed not delivered — using the original operation and idempotency key.
Prepared work
- A prepared follow-up task is a proposal until approved; approval creates only that bounded task — it cannot accept a deliverable or modify a contract.
- Portfolio digest adjustments are drafts; audience rights and channels are validated before approval.
Related guides
My Automations
Recommended, Running and Needs help — your approved and inactive rules within your scope (AO01).
Configure and test an automation
Define trigger, scope, action, audience and stop rule; dry-run it; preview communications (AO02, AO03, AO05).
Agency automations
Review delegated rule scopes and operating state, and pause all agency automations (AO08, AO09).