Recommendations show setup gaps Scout Agent encountered while working tasks. Use the source task to understand the evidence before changing shared configuration.
Before you start
You need access to Scout Agent analysis and relevant task data. Shared configuration changes may require an administrator.
Scout Agent configuration follows the Train, Test, Deploy and Analyze areas.
Investigate and fix a setup gap
Open Scout → Analyze → Tasks and filter to the task type, period or outcome you want to inspect.
Open representative tasks and review their plan, requests, linked records and result.
Open Recommendations and read the recommendation type, detail and the task on which it was seen.
Check whether the issue is a missing contact, missing playbook, approval setup or a data problem.
Assign the correction to the right owner. Update the specific source or configuration, then test an affected case.
Compare later tasks with the original example to confirm the gap is resolved.
Check the result
A recommendation has a clear owner and a verified correction. The underlying task provides evidence for the change rather than relying on a broad assumption about all tasks.
Match the fix to the cause
A missing supplier contact requires the right contact record and relationship. A missing procedure requires a suitable playbook. An unavailable action may need a permission decision rather than more guidance.
Check source records before repairing derived configuration. A bad date or relationship can produce symptoms in several tasks.
Review outcome quality
Inspect why work was unresolved, escalated or invalid. Make a correction that improves the business outcome while preserving the approval boundaries your team needs.
If something does not look right
What you see | What to check |
No recommendations appear | The feature surfaces gaps encountered during work. Review task activity and the selected scope. |
A recommendation repeats | Check whether the original cause was fixed, whether other records have the same issue and whether the new configuration is Live. |
Should every recommendation be applied automatically?
Should every recommendation be applied automatically?
Review its evidence and business effect. Shared configuration can affect many tasks, so validate the correction before expanding it.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.