Cartograph connects operational records to the work people and Scout Agent perform. A record describes something in your business. A signal identifies a condition that deserves attention. A task tracks the work needed to reach an outcome.
A supplier reply, a sent email and a completed business outcome are different events. Review the recorded result before relying on completion.
Before you start
You need access to the workspace and the relevant records. Available objects, signals and automated responses depend on your team’s setup.
Review source analysis and task creation separately in Terrain → Signals.
Follow a condition through the product
Open Records and find the supplier, material, order or shipment you want to understand. Check the linked records and source values.
Open Terrain → Signals, where available, to review the conditions Cartograph analyzes. Inspect the record behind a signal before deciding what to do.
Review the suggested next step or the task created by a configured rule. Confirm the task has the right scope, owner and due date.
Follow the task in Inbox. Scout Agent may work independently, ask a question, propose an action or hand work back.
Check the task result against the order, shipment or supplied item. Record what changed and what remains unresolved.
Check the result
You can trace the business condition to its source record, the work it caused and the evidence supporting the outcome. Each layer answers a different question.
Example: a late order
A purchase order line has an expected receipt date after the material is needed. That condition can inform a suggested next step or configured task rule. A task then tracks a recovery conversation and its result.
The supplier’s reply becomes evidence. The reply may confirm a revised delivery, identify a split shipment or leave the issue unresolved. Review the evidence before treating the task as complete.
Where configuration fits
Administrators configure objects and data sync in Settings, signal responses in Terrain, and Scout Agent behavior in Scout. Changing a display filter changes what you see; changing a task rule can change what work is created.
If something does not look right
What you see | What to check |
A signal has no task | Review the task rules and the specific conditions they cover. Analysis and task creation are separate settings. |
The task shows different data | Check the linked record, last sync and which date or quantity the task is using. |
Does every signal create a task?
Does every signal create a task?
Task rules decide which signals create tasks, what gets created and when tasks open. A signal can also inform suggested next steps without creating that same task.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.