Hard calls go to one name. Overrides take two.
When a rule holds an action, the run pauses and the case goes to one named person, not a shared inbox.
The evidence is gathered before they are asked.
Their decision and their reason go on the record.
One worked example runs through these pages. The screens are simulated, the figures are invented, and each one says so.
Evidence first. Then the ask.
Nobody should decide a payment from a notification. Before the approver is asked, Gatehouse gathers what the case needs: the invoice, the order and receipt, the bank detail on file and the new one.
The approver opens one case, with everything in it.
The decision, the reason, the name.
The approver declines, approves or asks for more. Whatever they choose, three things go on the record together: the decision, the reason in their own words, and their name with the time.
Six months later, nobody has to remember why.
Two names to override a block.
Sometimes a block is wrong. Overriding it takes two people, not one.
Both names are saved with the override, next to the rule it overrode. The next reviewer sees who, why and against which rule.
Only the held step waits.
Routine steps that clear the rules go ahead without a person. Reading, matching and drafting do not wait for anyone.
The approver sees only the cases your rules send them, with the evidence already gathered.
What reviewers ask about this part.
Not here? Write to support@surehand.io. A person replies, usually inside two business days.
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What happens when a rule holds an action?
The run pauses and the case goes to one named approver, not a shared inbox. The evidence is gathered before they are asked. Their decision and their reason are saved with their name.
Can someone override a block?
Yes, but not alone. Overriding a block takes two names. Both are saved with the override, next to the rule it overrode.
Does the approver slow the work down?
Only the held step waits. Routine steps that clear the rules go ahead without a person. The approver sees the cases the rules send them, with the evidence already gathered.
Everything between the agent and your systems.
- 01The rulesYour rules, in one signed file.
- 02The checkEvery action clears the rules before it runs.
- 03The approverHard calls go to one name. Overrides take two.
- 04The limitThe limit lives in the rules, not in a spreadsheet.
- 05The examplesEvery decision becomes a test.
- 06The recordDon't take our word for it. Read the record.
- 07The exportLeave with everything.
Bring us the queue nobody wants.
A teardown measures one process, and you keep the document. A walkthrough is 30 minutes on Gatehouse, no slides. We bring the rules and the sealed record of one held payment. You bring one live process and your reviewers' questions.
support@surehand.io