A finding
Each finding shows:- The proposed rating and the run and confidence it came from
- The decision so far, and how many of the criterion’s evidence requirements have been decided
- The rationale — why the engine proposed what it did
- Its evidence requirements — the individual things this criterion checks for, each with its own status (Not found, Partial, or matched) and its own decision
Reading the source
The right-hand Reader panel shows the actual source document, with the passages the engine cited highlighted and numbered against the citations in the rationale. Ask about this document opens a question directly against what’s on screen — see Ask and search.
Deciding a finding
At the bottom of the panel:- Accept [rating] — agree with the proposed rating.
- Challenge to… — override the rating and record your own.
- Query — flag the finding for someone else, with an optional reason.
- Carry as a condition — the finding travels forward as a condition on the signed record, and onto the next one, rather than blocking sign-off now.
- Raise action — create a remediation task straight from the finding (see Gaps, Actions and Obligations).
What’s next
- Gaps, Actions and Obligations — turn undecided or failing criteria into work
- Record and Approval record — where decisions become a signed position