Set safe boundaries · GUIDE 09
Know what an assistant may read or change
Reading a note, suggesting a correction, and approving a change are separate permissions.
These are separate permissions. Seeing a note does not automatically allow someone to change or approve it.
Diagram in words: See the information. Who needs these notes for their work? Suggest a correction. Who should be allowed to propose changes? Approve a change. Who has authority to approve the proposal?
A familiar situation
An assistant may be allowed to read account notes so it can prepare for a meeting. That does not let it read payroll information, suggest a change to every note, approve its own suggestion, or act as the owner.
If a request is refused, ask the owner for access to the specific notes needed. A refusal is a boundary; it does not tell you whether hidden material exists.
When a note needs fixing
First, read the note the assistant is allowed to see and confirm the correction from a reliable source. A check before submitting a suggestion can catch an out-of-date edit, but it does not change the note and it does not prove the correction is accurate.
After a suggestion is submitted, check whether it is waiting for review or has changed the note. Held means it is waiting for the next required step; the source has not changed. Applied means the change was made.
Check the source and the proposed correction when the decision matters.