Follow-up actions

A follow-up action relates to a retail snapshot and names the person responsible. It carries a title, due date, status, completion time and resolution. The Operations Lead can use those fields to track an evidence gap, a source freshness problem or a result that needs reconciliation. The action stays attached to the measurement that raised it, so the person working it can see the relevant review and result context.

The Retail Overview page includes an overdue follow-up exception queue. It helps the lead identify which assignments need attention across snapshots. The action record then holds the detail: who owns the next step, when it is due and what was done. A completed action should have a resolution that another reviewer can understand.

• Assignment. Each action names an assigned person and source snapshot.
• Timing. The due date and completion time show whether work was handled in the intended cycle.
• Outcome. Open, in-progress, completed and cancelled states distinguish current work from closed work.

Agree which exception types should become follow-up actions and who may close them. The team should write action titles that identify the issue rather than repeat a vague alert. A due date should reflect the next business decision. If a source capture needs replacing, the action should lead the Data Steward back to the capture record. If a metric result needs review, the analyst should reference the result and its run in the resolution.

Decide when cancellation is appropriate and who can make that decision. Cancellation should have a reason, especially when a result remains invalid or a reviewer has returned the snapshot. Keep the source snapshot link through closure so the action still explains a historical exception.

A reviewer finds a stale source capture behind a monthly conversion result. The Operations Lead assigns a follow-up action to the Data Steward with a due date. The steward checks the capture window and obtains a fresh source snapshot. The analyst examines the affected observation and result; the reviewer records the necessary decision for the snapshot revision. The assigned person closes the action with a resolution describing the source correction and its result.

At the next operating review, the lead opens the completed action from the snapshot. The due date, assignee and resolution should explain what changed. If the result was left invalid, the action should remain open or explain why it was cancelled. The status alone should not hide an unresolved measurement issue.

• Open follow-up queue — Review current actions by assignee and due date.
• My follow-up actions — Give each assigned person a focused work list.
• Retail Overview — Spot overdue exceptions across the retail measurement cycle.

Handle an exception or plan rollout.