Use this workflow when expected supply does not cover a production or customer need. Establish the quantity needed by a specific date before asking for recovery options.
An expedite request is not authority to accept extra cost or a changed commercial commitment. State the approval boundary in the task and use the relevant permission controls.
Before you start
Purchase order and affected lines; short material; quantity and date needed; current promised supply; supplier contact; permitted recovery options and approval boundaries.
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
A recovery outcome is confirmed for each scoped line: the accepted quantity, date and arrangement, with evidence. Unresolved gaps remain visible.
Example task brief
Expedite the GNSS receivers needed for HX-4T build. Check whether an earlier partial delivery covers the build, record the remaining gap and bring any extra cost back to the buyer for approval.
Interpret the response
Compare the options against the actual shortage. An earlier delivery of too few pieces may still leave the build uncovered. Include freight, split quantities and any commercial decision the buyer must approve.
When the requested result is not achieved
If no recovery is feasible, hand the evidence to the planner or buyer so the team can consider another source, schedule change or customer commitment.
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.