Creating a decision request

Use New decision from the dashboard or Decisions page. The wizard has five steps:

1. The decision — what is being decided, who decides, when it is needed and how urgent it is.
2. Recommendation — your recommended option, why, the alternatives, and what happens if no action is taken.
3. Financial & risk — estimated cost, currency, budget category, risk and confidentiality level.
4. Supporting materials — documents, adviser notes and related items.
5. Review & submit — a preview of the decision card exactly as the principal will see it.

Drafts autosave as you work. You can submit directly for approval or route through internal review first.