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Lesson 04 / Get approval

Make the next step easy to review.

A look-up can end with a useful suggestion. Keep the facts, suggestion, person in charge, approval, actual change, and follow-up as separate steps.

Look, suggest, approve, check

The Xnurta guide describes a look-up-only 1.0.0 surface. You can investigate and prepare a suggestion without treating a question as permission to change a campaign.

LOOKSee the facts within the approved limits.
SUGGESTSay what to try and why.
APPROVEName the person who can say yes.
CHECKLook at the live result after an approved change.

What belongs in a useful handoff

  • The question and the decision it is meant to support.
  • Where the information came from, which account and dates were used, and when you looked.
  • What changed, possible reasons, how sure you are, and what is still open.
  • The suggested action, the person responsible, approval, and what you expect to happen.
  • How and when you will check the result.
Keep the boundary

Even if a future connection can make changes, keep the same review steps. A button does not replace a person or a team rule.

Quick check

What is the safest next step after a look-up?

Primary source: Xnurta user guide. The review boundary here is a team habit built around its published look-up-only scope.