Playbooks/ Zuletzt aktualisiert: 2026-10-29

Playbook: who accepted that risk, and on what evidence?

The situation

Three weeks ago someone looked at a warning *projected cash-flow shortfall* and decided to do nothing. Now the shortfall has happened and the question is: was that a mistake, or a reasonable call on what was known then? Without a record, nobody can answer, and the same discussion repeats next month.

Otiox records every decision on every finding: what was decided, by whom, on what evidence, and later, what actually happened.

Before you start

A decision can be made on any finding from the Risk Inbox, the Prediction engine or the Integrity engine.
*Risk accepted* and *Deferred* are decisions too. They are recorded like actions.

Step 1 — Record the decision where it is made

Open a finding and choose what to do.

Record a decision: risk accepted, with what you know that the system does not

Your options:

Action taken: run the suggested fix (a draft PO, a transfer, a recorded VAT decision). The action, its preview and its result are attached to the decision.
Risk accepted: you know the risk and choose to carry it. Write *why*: the information the system does not have (a customer who always pays late but always pays, a shipment you know is on the way).
Deferred: decide later, with a date.
Declined: the finding is wrong or does not apply; say why, so the detector can learn.

What happens when you save: the finding takes the status that follows from the decision, and the decision goes to the log with your name and the time.

Step 2 — Read the decision log

Open Command → Decision Log.

Decision Log: when, which finding, the decision, who, and the outcome

What you see in the demo:

|---|---|---|---|

Filter by Action taken, Risk accepted, Deferred or Declined, or switch to Approvals & automation to see what the system decided under its own rules.

Step 3 — Close the loop with the outcome

When the predicted event happens, or does not, the Outcome column fills in. A risk accepted that then happened is not automatically a bad decision: the evidence recorded at the time tells you whether it was a reasonable call.

Why it matters

Decisions are where judgment lives. Recording them with their evidence turns *we always did it this way* into *this is what we decided, why, and how it turned out*.

What you have at the end

Every decision on every finding, with who, when and why.

The action and its result attached to the decision.
Outcomes that show which calls held up.

Screenshots come from the Otiox demo workspace. Choose Switch to demo in the sidebar to follow along; changes there never touch live data. Command reads your records and never changes them.