Agent status rollup
Rollups lose information by design, and the information they lose first is bad news. Three desks amber become one green, and the picture that reaches the operator is comfortable and wrong. A good rollup preserves the exceptions.
Method
- Roll up the worst, not the average. A parent takes the status of its most troubled child, since averaging is exactly how problems disappear.
- Require a reason with any non-green status. What is wrong, what is being done, and by when. A colour with no explanation cannot be acted on.
- Keep the exception visible at every level. The top-level view should name the specific problem rather than merely showing a colour, which means the exception travels rather than the summary.
- Distinguish at risk from failed from blocked. Each needs a different response, and merging them into a single warning removes the information a decision needs.
- Timestamp everything and flag staleness. A status not updated recently is unknown rather than good, and treating stale as green is the second most common rollup lie.
- Make the drill-down one hop. Any summary line links to the desk detail, or people stop trusting the summary and go asking directly.
- Audit the rollup against reality periodically. Compare what was reported to what actually happened, since a rollup that was green before a failure needs its inputs fixed (see agent-board-reporting).
Boundaries
The rollup reports; it cannot know what desks fail to report, so a desk that hides a problem produces a confident wrong picture. Status is not progress, and a system can be green while delivering nothing of value. Anything shared beyond the operator carries its own obligations (see agent-executive-briefing).