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 ...