Finding Lifecycle, Evidence Assurance, and Review

Findings — Watching

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Navigation: Intelligence → Findings → Watching
Primary audience: domain owners and managers monitoring emerging conditions

Purpose

Watching monitors evidence-backed conditions that are important but have not reached the threshold for active review, escalation, or closure. It turns recurring mentions, time gaps, approaching dates, and other observable conditions into explicit watch rules.

Scope controls and indicators

Watch State filters active, paused, triggered, or expired watches. Trigger Proximity orders items by nearness to their condition. Object filters linked projects, accounts, opportunities, or other records. Next Check limits the evaluation schedule.

Watching is the active count. Near Threshold identifies items close to their rule. Triggered This Week counts watches moved to review or another lifecycle. Stable shows no material change.

Monitored signals

Each row shows the signal, explicit condition, current progress, linked object, owner, latest evidence, and next evaluation. Example conditions include a required number of corroborating mentions, no customer contact for a defined period, a deadline approaching without evidence, or a new escalation statement.

Selected signal evidence

The timeline shows each supporting or contrary observation, source, date, and effect on trigger proximity. Trigger Definition states the exact rule so users can understand why an item is or is not triggered.

Supporting panels

Trigger proximity groups items by percentage of the defined condition. Upcoming evaluations lists scheduled checks. Watch actions provides escalation, confirmation, extension, pause, and condition-editing work.

Actions

Edit condition changes threshold, evidence window, owner, or next check and preserves the previous definition.
Escalate now sends an item to review without waiting for its automatic condition.
Pause, resume, extend, or close a watch with a reason.
Open supporting and contradictory evidence.
Assign ownership or create follow-up.

Recommended procedure

Keep watch conditions objective and inspectable. Review near-threshold items before important deadlines. Escalate when business impact requires action even if the numerical condition is not complete; document the reason.

Limitations

Trigger proximity is rule progress, not probability. A stable watch can still be important, and a triggered watch still requires the appropriate review or action.

All Findings, Needs Review, and Resolved.