Use this workflow when a shipment is past its ship or arrival date without the expected receipt or useful tracking information.
A tracking number alone is not proof that the requested shipment is moving or arrived at the correct site. Check its events and relation to the order.
Before you start
Delivery or shipment identifier; related order lines; expected dates; quantity; ship-to site; supplier or carrier contact; tracking references and receiving evidence.
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 shipment’s status is confirmed with evidence. The task explains whether it shipped, is delayed, was delivered elsewhere, is waiting for dispatch or remains unlocated.
Example task brief
Track the motor shipment. Obtain the tracking or transport reference, current location and latest expected arrival. Check receiving before assuming that a missing receipt means the shipment has not arrived.
Interpret the response
Check receiving and site details before assuming the supplier failed to ship. A carrier delivery event may refer to a different location or a partial delivery.
When the requested result is not achieved
If the status remains uncertain, record which parties and references were checked and escalate to the person who can authorize the next recovery step.
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.