Data Action Design Checklist

Target model + version selected (public vs private) and edit mode/planning area confirmed.
Step order defined (copy/cross-copy → allocations → conversions → advanced formulas → embedded actions).
Parameters set (member/number/measure) with defaults; prompts labeled clearly.
Copy/aggregation rules map to leaf members; non-leaf booking avoided.
Write mode chosen per step (append vs overwrite) and currency/unit conversions configured.
Validation run on small slice (time/account filters) before full run.
Background run settings decided; notifications/monitor path shared with planners.
Error handling notes captured (locks, mapping gaps) in job monitor playbook.