An investigation answers one bounded question against selected admitted evidence. Have the intended starting identity, permitted datasets and purpose ready. Do not begin with a display code alone if its source or namespace is uncertain.
Identify the exact starting record
Open Scan and investigate. Choose the Declared dataset, Type of identity and Namespace, then scan or enter the Exact code to investigate. Use another exact namespace only where the available list requires it.
Identity includes source instance, generation, kind, namespace and code. Matching text in another source is a different identity. Leading zeros and case remain significant.
Select additional permitted datasets explicitly when the question spans sources. Selecting another dataset does not create a connection to it. A relevant source relationship or reviewed exact identity bridge is still required.
Choose the question
For Relationship meaning, use Recorded physical relationships to follow recorded physical paths. Use Related records and context for associations. Do not describe an association as material consumption.
Choose Direction, From input towards output or From output towards input. Grouped operations can show potential branches while preserving their declared meaning; quantities are not allocated or converted to infer fractions.
For View, choose Current effective records or As known at a local evidence sequence. Enter the exact Local sequence cutoff for the latter. The cutoff describes what LotTrail knew locally, not a guarantee that every earlier physical event had arrived.
Save and read the result
Choose Save an investigation once and wait for its server answer. Open saved investigations and the exact run. Inspect its related entities, relationships, timeline, identity bridges and coverage reasons before reporting a conclusion.
A missing starting identity is saved as not enough information. It does not prove that anything is unaffected. A partial result can still be useful, but its gaps must accompany any operational handover.
Repeat only for a new question
Later imports, corrections or link decisions can justify a new current investigation. They do not update the original saved result. If a concurrent source change makes the request stale, refresh and review the intended query again.
For a lost answer, reconcile the original command before saving another run. Use coverage and results and saved history to preserve the exact question and limitations.