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Review and investigate active signals

Investigate a signal through its source record and related work.

Written by Carl Martin

Active signals help you find conditions that deserve attention. Read the signal’s meaning and source before deciding whether to act or change configuration.

Before you start

You need access to the relevant signal source and linked records. Some conditions require a healthy integration or configured planning inputs.

Signals configuration with separate controls for sources, suggested next steps and task rules.

Review source analysis and task creation separately in Terrain → Signals.

Investigate an active condition

  1. Open Terrain → Signals and choose Active signals.

  2. Find the condition you want to investigate using the available filters and list controls.

  3. Open its source record or related task and inspect the relevant dates, quantities, state or connection health.

  4. Check whether work already exists for the issue before creating another task.

  5. Follow the appropriate response and confirm the source condition changes when the issue is resolved.

Check the result

You understand the source of the signal and the work that addresses it. A dismissed or filtered-out item is not evidence that the underlying operating condition is fixed.

Distinguish an operating problem from a data problem

A missing confirmation may require supplier work. A stale connection or missing field may require an administrator to repair the data. Read the source before contacting a supplier.

Compare the signal’s date and context with the latest record and conversation. The operating plan may have changed.

Keep the response traceable

Link follow-up work to the affected order, material or delivery. Record the evidence that settles the issue so a teammate can understand why the next action changed.

If something does not look right

What you see

What to check

The signal looks stale

Check source sync, current record values and any recalculation or refresh state.

The same issue has several tasks

Review their scopes and coordinate ownership before further outreach.

Should I turn off a signal to resolve an issue?

Turning off analysis changes detection. Resolve the source condition or deliberately change policy when that is the intended business decision.

Continue your work

Open the relevant area in Cartograph to continue with your workspace data.

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