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