Respect Permissions, Consent, and Ownership

Evaluate five gates separately, and get the asymmetry between adding and removing right.

See the situation

Start with the situation below. Next, we will work through an example together before you try the activity.

Samir · Workflow operator

The case

A person who asked to be left alone, and was not

Check permission, ownership, eligibility, consent scope, and record state as separate gates with refusal reasons.

Suppression recorded: Yes, on the person, six weeks ago
Managed audiences swept: All of them
Hand-built lists swept: None
Lists they were still on: Three, all built by reps
What the sweep respected: Ownership boundaries

Your task

Mark what each independent check returns for this request. Set the scope for enrollment and removal.

Need a little guidance?

You’re done when: A passing business decision still cannot bypass a separate restriction.

Independent gates prevent one positive signal from silently granting authority.

Need a reminder? Reopen the worked example

Watch one example first

An account owner requests outreach, but contact-level permission is blocked. Ownership and contact permission are independent gates, so the requested enrollment is refused.

Why this follows from the evidence

One passing gate does not erase another failing gate. Scope also matters: authority to remove from one audience need not authorize changes in every audience.

GTM Lab

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Workflow Control Plan · 0 of 8 sections started

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Case evidence

A person who asked to be left alone, and was not

Suppression recorded: Yes, on the person, six weeks ago
Managed audiences swept: All of them
Hand-built lists swept: None
Lists they were still on: Three, all built by reps
What the sweep respected: Ownership boundaries

The person above asked to be left alone six weeks ago and is still being contacted. Nothing malfunctioned. Build the gates, then set the two scopes that would have caught it.

Inspect the request gate by gate

The record below has one recorded suppression. Mark what each independent check returns; then set the scope for enrollment and removal.

A person who asked to be left alone, and was not · FIXTURE-SUPPRESSED-STILL-CONTACTED

Recorded suppression: active. Current request: enroll in the managed cadence.

Is this person in the population this workflow is for?Does anything on record say do not do this?Is the person or system running this entitled to?Is this the same human under another record?Has this already happened to them?

Enrollment scopeRemoval sweep scope

Restoring this practice draft…

Optional: compare the original decision choices

The case tool above is the activity that records completion. These choices are an optional review of alternative reasoning.

Work the case · 0 of 2 sections drafted

Five gates, and one asymmetry

Compare these alternatives one section at a time. Check a choice to see its consequence; the draft summary below keeps the proposed changes together.

Step 1 of 2

How should the five conditions be evaluated?

Five gates, all returning the same "not permitted" reason.One combined eligibility check that returns blocked or allowed.Five gates, each evaluated separately, each returning its own refusal reason.

This is a proposed draft until the chapter check runs. Selecting a choice alone does not complete the chapter.

3b · Proposed

Safety control plan draft

Safety control plan draft · current draftCompare the original state with the proposed change. This preview does not change live records.

Safety control plan draft · current draft
Item	Before	Proposed	Why
How should the five conditions be evaluated?	No saved change in this exercise draft	Not drafted yet	Choose a proposal to see what it would add to the draft.
Enrolment scope and removal scope. Set them.	No saved change in this exercise draft	Not drafted yet	Choose a proposal to see what it would add to the draft.

How should the five conditions be evaluated?: BeforeNo saved change in this exercise draft; ProposedNot drafted yet; WhyChoose a proposal to see what it would add to the draft.
Enrolment scope and removal scope. Set them.: BeforeNo saved change in this exercise draft; ProposedNot drafted yet; WhyChoose a proposal to see what it would add to the draft.

A choice appears here as a proposal, not as evidence that a live system changed.

Your place saves as you go.

Chapter 2 of 80 complete