Use this workflow when a confirmed order is approaching its date and production or customer delivery depends on it arriving as expected.
Compare the latest supplier status with the material-needed date. A line can be on the supplier’s schedule and still arrive too late for your production need.
Before you start
Purchase order and open line identifiers; current confirmed dates and quantities; supplier contact; the date the material is needed; prior status updates.
The required task type must be Live in Settings → Task types. A Draft type is hidden from new work. Check the owner, channel access and Scout permissions before creating a task that may start real outreach.
Describe the IMU confirmation outcome, then link the required purchase order before creating the task.
Start and follow the workflow
Open the relevant records and review the current values, relationships and latest communication before starting new outreach.
Choose New → Task and describe the situation, scope and required result. Include the relevant record identifiers and supporting files.
Open the resulting task and review its type, responsible teammate, due date and Scout Agent role. Correct missing context before further work.
Follow the task in Inbox. Review proposed messages or calls and answer questions with specific facts or decisions.
Compare the supplier’s response with the task’s acceptance criteria. Review each scoped line, shipment or supplied item separately.
Verify the accepted result in the linked records and record any unresolved work or handoff.
Check the result
The current status is confirmed for each scoped line, with evidence and any changed date, quantity or risk clearly recorded.
Example task brief
Check the Flight Controller MCU order. Establish the current production or shipping position and obtain a committed ship date. Flag any change that could affect the build.
Interpret the response
A historical confirmation is useful context but does not establish current progress. Distinguish “still planned” from shipped, and review tracking or dispatch evidence when shipment is claimed.
When the requested result is not achieved
If the schedule has slipped, record the latest supplier information, compare it with the need date and decide whether to expedite or escalate.
If something does not look right
What you see | What to check |
Scout Agent cannot contact the supplier | Check the contact relationship, channel setup, connection health, approval policy and available budget. |
Only part of the scope is answered | Keep unresolved units explicit and request the missing evidence before settling the whole task. |
Can one task contain several units?
Can one task contain several units?
Where supported by the task type, one task can cover several lines, shipments or supplied items. Review each result individually. Outcome charges follow qualifying completed units under the workspace’s rate card.
Where do I review a question or approval?
Where do I review a question or approval?
Open the task or Inbox → Scout Agent → Needs input. Settle the current request and then verify the resulting action.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.