Audit
Record and route
Preserve the exception for the assigned review cadence without interrupting the operating path.
Gates and accountability
Make the next move explicit.
A Gate is the operating decision attached to a finding: who reviews it, what posture applies, what happens next, and what evidence closes the record.
Decision path
Authority comes before posture.
The sequence separates source evidence, dealer ownership, workflow authority, the configured gate, the resulting record, and later verification.
- 01
Source finding
Authorized evidence and the rule or calculation support the observed basis.
- 02
Dealer-assigned owner
The dealer assigns the role accountable for the next review.
- 03
Signed-workflow authority
The signed workflow controls which action and posture the dealer authorizes.
- 04
Gate posture
The configured path is audit, soft, or hard. The finding alone cannot authorize a hold.
Default posture: audit / log-only
- 05
Accountability record
Who decided, what they chose, and any override stay reviewable.
- 06
Verification and sign-off
Later evidence tests recurrence or hold status before the owner continues or retires the path.
Configured posture
Three responses. One authority boundary.
The dealer selects the posture for an activated workflow. Mechanus IQ does not turn every finding into a block.
Soft
Alert and acknowledge
Surface the issue to an assigned role when context is required before management chooses the next action.
Hard
Hold only when authorized
Use a hold only on a workflow the dealer explicitly activates, with a named reviewer and recorded disposition.
Browser illustration
See the shape of a held decision.
This local interaction demonstrates the record design. It does not connect to a DMS, persist an event, or act on a live dealership workflow.
Browser-only illustration. It does not connect to a DMS, hold a live transaction, or persist an event.
Sample packet S-04188
2024 used truck, term 72 months, Lender B
Ready for sample review
- Retail contract
- Captured
- Required stipulation status
- Missing
- Proof of insurance
- Captured
- Management review
- Not started
Sample event ledger· in memory
No events yet. Run the sample decision to see the configured posture, decision record, and browser-local fingerprint.
The record design carries source, actor, reason, and outcome
Next decision
Follow the proof trail.
See how source, formula, authority, action, review state, and correction history stay attached to the decision.