Follow-Up Acceptance Status

The Lifecycle

proposed: A suggested piece of work recorded by staff or from minutes.

accepted: The suggestion is accepted and has a task-link placeholder.

dismissed: Staff choose not to pursue the suggestion.

Transitions Explained

Staff accept the follow-up. The item is still proposed and its expected version matches. Create one task-link record without a CRM task reference and attach it to the accepted item.

Staff dismiss the follow-up. The item is still proposed and its expected version matches. Keep the suggestion as dismissed without creating a task link.

What Cannot Happen

An accepted suggestion has already been decided. A dismissed suggestion has already been decided. Acceptance records the meeting’s decision to follow up. It creates neither a CRM task nor assignment, reminder or completion tracking.

Concurrency and Timing

Acceptance and dismissal take the meeting and item locks and compare the item version, refusing a stale competing decision.