Start-of-day risk pass
01 · Rank exposure Start with items that can affect customer promises, margin, clearance, cash timing, or supplier reliability.
02 · Inspect source Review the evidence behind the recommendation before acting on it.
03 · Decide route Approve, edit, assign, wait, escalate, or reject based on authority and missing context.
04 · Leave no silent blockers End the pass with each blocked item assigned, explained, or rejected.
Priority signals
| Signal | Typical state |
|---|---|
| Buyer or supplier asks for a commitment | Now |
| ETA movement affects promise dates | Found |
| Margin, price, or exception logic needs review | Analyse |
| PO, invoice, or trade document is ready for extraction | Ready |
| A task has no owner and could slip | Try this |