Knowledge Base
Get Started with Aptly
New to Aptly? Start here. Learn how the platform works, how to navigate the interface, and complete your first key actions as a new user.
Decisions
Decisions define what authority types exists in your organization. Learn how to navigate, interpret, and manage Decisions.
Delegations
Delegations are the active assignments of authority from a Decision to a person or position. Learn how to find, accept, issue, redelegate, and manage delegation records.
Actions
Actions are tasks generated by Aptly — both system-triggered and manually created. Learn how to view, complete, and manage your action queue.
Matrices
The Authority Matrix gives you an at-a-glance view of who holds what authority across your organization. Learn how to crate, navigate, filter, and use the matrices.
Documents
Documents in Aptly are linked to Decisions and Delegations as supporting evidence or contractual records. Learn how to view, upload, link, and manage documents.
Recent Articles
Documents Overview
Documents in Aptly are the policies, procedures, protocols, and other supporting materials that provide context for your organization's authority framework. By linking documents directly to Decisions and Delegations, Aptly ensures that the people who ...
Delegation-Related Actions: Acceptance vs. Approval vs. Manual Tasks
When a Delegation is issued in Aptly, the system can generate several types of Actions — tasks that require specific users to respond. New users often confuse these Action types because they all appear in the same Actions module and relate to the ...
Matrices Overview: Authority Matrix vs. Role Matrix
What you'll learn: This article explains what Matrices are in Aptly, introduces the two primary matrix types — Authority Matrix and Role Matrix — and helps you understand when to use each one. You'll also learn how the Role Matrix's tiered display ...
Actions Overview: System-Generated vs. Manual Actions
Actions are tasks in Aptly that drive delegation and governance workflows forward. They are assigned to users, tracked by status and priority, and managed through the Actions module in the left navigation menu. Actions can be system-generated ...
How Decision-Level Roles & Conditions Cascade to Delegations
What you'll learn: This article explains how Roles and Conditions flow from Decisions to Delegations, what happens when authority is redelegated, and where you have control at the individual delegation level. Understanding these cascade rules is ...
Popular Articles
Platform Overview: What Is Aptly?
Platform Overview: What Is Aptly? What you'll learn: This article introduces Aptly's core purpose, key concepts, and the authority lifecycle that ties them together. By the end, you'll understand how the platform helps your organization manage ...
Decisions Overview: Structure, Authorities & Limits
Decisions Overview: Structure, Authorities & Limits What you'll learn: This article explains what a Decision is in Aptly, how Decision records are structured, what authority types and limits mean, and how Conditions, Roles, and Delegation Pathways ...
Delegations Overview: Pathways, Statuses & Workflows
Delegations are how authority flows from Decisions to the people and positions that exercise it. Every delegation connects a specific Decision to a recipient, carrying with it authority limits, redelegation rules, group scope, conditions, and roles. ...
Understand Redelegation Pathways: Matrix, Functional, Direct-Line & Down-Line
What you'll learn: This article explains the four Delegation Pathway types available in Aptly — Matrix, Functional, Direct-Line, and Down-Line. You'll learn what each pathway controls, who becomes eligible as a redelegation recipient under each type, ...
Matrices Overview: Authority Matrix vs. Role Matrix
What you'll learn: This article explains what Matrices are in Aptly, introduces the two primary matrix types — Authority Matrix and Role Matrix — and helps you understand when to use each one. You'll also learn how the Role Matrix's tiered display ...