Assign an answer task without transferring the whole enquiry
Synthetic E-43 asks whether a legacy export can support the required reports. Sales owner Yan keeps customer communication; specialist Mo owns the sample review. The enquiry cannot move to quote-ready until Mo records a feasible path or a stated limitation. An assignment notification is not the specialist’s answer, and another specialist being available does not justify silently changing the accountable reviewer.
| Task | Owner | Evidence needed | Current result |
|---|---|---|---|
| Customer next-contact update | Yan | Confirmed follow-up date | Scheduled for 22 October |
| Sample feasibility review | Mo | Required fields compared with export | Sample received; answer pending |
| Quote-readiness decision | Yan using Mo’s finding | Feasible scope or limitations recorded | Not ready yet |
Bring the finding back to the sales decision
- State the feasibility question
- Assign a named reviewer
- Retain sales follow-up owner
- Record finding and scope decision
If the reviewer cannot meet the planned answer date, record a reassignment decision and update customer follow-up; a queue transfer alone is insufficient.
Mo confirms two report fields are unavailable. Can Yan issue the original full scope unchanged?
Show the worked answer
No. The feasibility finding must change the proposed scope or leave it awaiting an alternative data path. Communicate the specific limitation.
This is enquiry qualification ownership, not a general staff handover checklist. Names, dates and field requirements are synthetic.