Deleting subquorums

You can delete a subquorum from a rule when it’s no longer part of your approval requirements. Since every subquorum on a rule is an independent, mandatory prerequisite, deleting one simply removes that prerequisite — the rule’s base quorum and any remaining subquorums are unaffected and continue to apply.

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When to delete a subquorum

Consider deleting a subquorum when:

• No longer needed — A group’s participation is no longer required for the rule
• Consolidation — You’re simplifying your approval structure
• Organizational restructure — After a major change, some subquorums become obsolete

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Before deleting a subquorum

Before deletion, verify:

1. Confirm intent — Removing a subquorum lowers the approval bar for the rule (one fewer mandatory group). Make sure that’s the outcome you want.
2. Compliance — Does your compliance requirement depend on this group’s sign-off?
3. Communicate — Let affected approvers know their group will no longer be required.

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Delete a subquorum

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What happens when you delete a subquorum

Before deletion:

• Rule: base quorum of 2 of 7, plus Subquorum “Finance” (2 of 3) and Subquorum “Risk” (1 of 2)
• A matching operation needs: base quorum met and Finance’s 2-of-3 met and Risk’s 1-of-2 met

After deleting the Risk subquorum:

• Rule now requires: base quorum met and Finance’s 2-of-3 met
• Risk’s sign-off is no longer required for this rule

Unlike a boolean rule expression, there’s nothing left “incomplete” after deletion — the rule remains valid with its base quorum and any remaining subquorums.

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Safe deletion practices

1. Communicate first — Notify the group whose subquorum is being removed
2. Confirm no compliance dependency — Check whether a regulatory or contractual requirement depends on this group’s sign-off
3. Consider editing instead — If you want to reduce a group’s burden without removing it entirely, edit the subquorum to lower its required approval count instead of deleting it outright

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When NOT to delete a subquorum

Don’t delete a subquorum if:

• Compliance requires it — Your regulatory obligations depend on that group’s sign-off
• Recent creation — You created it too recently to know if it’s working as intended

Instead, consider editing it to adjust membership or approval count while keeping the requirement in place.

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Recovering a deleted subquorum

If you accidentally delete a subquorum:

1. Check version history — Some systems keep policy versions; roll back if available
2. Recreate manually — Remember the members and requirement, and add it again
3. Request recovery — Contact your administrator or Porto support

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Approval for subquorum deletion

Deleting a subquorum requires approval:

• Approvers: Based on your admin policy
• Timing: Deletion takes effect after approval
• Audit trail: Deletion is recorded with the full previous definition (name, members, requirement)

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Communication around deletion

When deleting a subquorum, notify users:

1. Which subquorum — Name and purpose of the group being removed
2. Why — Business reason for deletion
3. Effective date — When the deletion takes effect
4. Impact — This group’s sign-off will no longer be required for this rule

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Best practices for subquorum deletion

• Communicate early — Notify users before deleting
• Keep records — Document what was deleted and why
• Verify backups — Ensure you have a way to recreate it if needed
• Regular reviews — Periodically clean up unused or redundant subquorums
• Prefer editing over deleting when you want to reduce a group’s burden without removing its requirement entirely