DECISION-PERMISSION NOTE
Use with the Delegate Daily delegation guide.
Fill in this note for one real task before handing it over.

Task:
Owner of the policy:
Policy version/date and canonical location:
Applicable customer-rights requirements checked (business policy cannot override statutory rights):
Cases this note covers:
Cases it does not cover:

BEFORE ACTING
Evidence that must be checked:
Where each item can be found:
How to match the records to the correct customer/order/request:
What to do if evidence is missing or contradictory:

PERMITTED ACTION
Action allowed when the conditions are met:
Limits on the action:
Actions needing explicit approval:
How to confirm the action actually succeeded:
Where the completion record should be saved:

STOP CONDITIONS
Missing or conflicting information:
Uncertain customer identity:
Earlier promise or unresolved complaint:
Financial/legal/privacy consequence beyond this permission:
Other task-specific conditions:

WHEN WORK STOPS
Who receives the question:
Where nonurgent questions wait:
When a reply is needed:
What the customer may be told while waiting:
Who covers the work if the decision owner is absent:

QUESTION FORMAT
I propose:
The evidence is:
The unresolved point is:
A decision is needed by:
Record link:

HISTORICAL PRACTICE
Remove unnecessary personal details, limit access and set a deletion date for trial copies.
Keep recommendations separate from authority to act in live systems.
Ordinary case, original outcome hidden:
Assistant's proposed action and evidence:
Comparison with the written rule:
Different-looking or exception case:
What changes the decision:
Unresolvable case:
What must be requested before proceeding:

LIVE TRIAL CASE LOG
Use one entry per real case. Add your own quiet checks and fixes.

Case link:
Date:
Proposed/actual action:
Completed within permission, paused, or corrected:
Evidence inspected:
Reason for any pause:
Owner time/checks/fixes:
Cause of correction:
Rule or training change:
Was the change tested on another case?

REVIEW
Which ordinary cases can now finish without approval?
Which exceptions still need the owner?
Which repeated mistake remained after clear instruction and practice?
Which problem was actually missing information, access or policy?
What responsibility can expand safely, if any?
What permission should remain unchanged?