Overriding Assignments

Overview

The algorithm isn’t always right. Maybe it gave the necklace to the wrong sister, or you know something it doesn’t. Overriding lets you reassign an item to someone else—and the change is logged for transparency.

Steps

1. In the Review or Settlement Review screen, find the assignment you want to change.
2. Click Override (or the override/edit icon).
3. Select the new assignee.
4. Optionally add a reason (e.g., “Per mom’s verbal wish”).
5. Save. The override is recorded in the audit trail.

Use overrides sparingly—they can raise questions. Document why when you do.