Signals identify conditions across your operational records, communications and connections. Terrain separates the signals being analyzed from suggested next steps and the rules that create tasks.
Before you start
Terrain and the relevant signal sources must be available in the workspace. Administrative controls depend on your role.
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Review source analysis and task creation separately in Terrain → Signals.
Review the Signals configuration
Open Terrain → Signals.
Use Configuration to review Signal sources and the categories being analyzed.
Review Suggests next steps to understand the signals used for suggested work.
Review Creates new tasks and Task rules to see which conditions can open specific work.
Use Active signals to investigate a current condition and its source context.
Check the result
You can distinguish signal analysis, suggested actions and automated task creation. Inspect the rule and source record when a task or suggestion is unexpected.
Choose the right control
Changing which sources are analyzed and changing a task rule are different decisions. A signal can inform suggested next steps without creating the same task.
Task rules determine which signals create tasks, what gets created and when tasks open.
Follow a useful example
An order expected after a material shortage can indicate a supply risk. The record provides dates and quantities, the signal identifies the condition, and a configured response may create recovery work.
If something does not look right
What you see | What to check |
There is a signal but no task | Check whether a released task rule covers that condition. |
A task was unexpected | Inspect its source record, rule conditions, timing and task type. |
Does every signal indicate a supplier problem?
Does every signal indicate a supplier problem?
Signals can also concern data pipelines, connections, emails, calls, tasks and workspace conditions. Read the source and meaning of the specific signal.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.