# Start here: Operator

Save bounded investigations using exact recorded identities.

Source: https://help.smartfact.ai/manuals/lottrail/operator

Review edition: 25 October 2026

Roles: operator

As Operator, follow admitted lot or unit evidence within the datasets you are currently permitted to read. You need both a working product role and the relevant dataset grants. A scan finds an exact identity; it does not establish an inferred trace link.

## Define the question

Open Scan and investigate. Choose the Declared dataset, Type of identity and Namespace, then scan or enter the exact code. The same displayed code in another source, generation or namespace is a different identity.

Choose Recorded physical relationships for a physical path, or Related records and context for associations. Select the direction and current or as-known view deliberately. Add other permitted datasets explicitly when needed.

Choose Save an investigation and wait for the server result. Open the saved run and read coverage and warnings before interpreting the related set.

## Read limitations first

A missing seed is saved as not enough information. It does not prove that anything is unaffected. Missing sequences, declared incomplete capture, corrections awaiting replacement, restricted data and traversal bounds can make an otherwise useful result partial.

Do not add a guessed relationship because codes, dates or quantities look similar. Ask the Supervisor to review source evidence or a supported same-identity link. Source products retain the authority to decide stock, quality and containment actions.

## Preserve the evidence boundary

A saved investigation retains its original local cutoff and result. A later import or identity decision affects a new investigation rather than editing that run. Current dataset rights still protect saved runs and downloads.

Use [run an investigation](/manuals/lottrail/run-an-investigation), [coverage and results](/manuals/lottrail/read-coverage-and-results) and [saved history](/manuals/lottrail/saved-history-and-downloads). If an answer is uncertain, settle the original command before saving another run.