Use this workflow when supplier lead times need current confirmation across several supplied items. Prioritize items where an incorrect assumption would create the greatest planning risk.
A past delivery interval and a currently quoted lead time are different evidence. Label the source and date of the value your team plans to use.
Before you start
Supplier and contact; supplied item identifiers; current lead times and units; affected materials; risk priority; quantity or order conditions; effective dates.
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 lead time is confirmed for each in-scope supplied item, with units, conditions and supporting evidence. Items not confirmed remain unresolved.
Example task brief
Verify the planning lead time for Flight Controller MCU. Confirm the quoted value, unit, starting point and conditions. Flag any difference from the current planning value for the buyer’s decision.
Interpret the response
Calendar days, business days, production time and total order-to-arrival time are different measures. Clarify which one your planning field represents before recording a supplier answer.
When the requested result is not achieved
If the lead time varies by quantity, season or available capacity, record the condition rather than replacing it with a misleading single value. Ask the planner to review the effect on ordering and shortages.
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.