> ## Documentation Index
> Fetch the complete documentation index at: https://oximy.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Visibility best practices

> Build a reliable baseline, investigate responsibly, and turn Visibility evidence into accountable decisions.

## Establish trust before targets

Begin by validating connected sources, device health, identity resolution,
department assignment, privacy posture, and data freshness. Adoption or spend
targets are only useful when the underlying coverage is understood.

## Move from aggregate to evidence

Use this sequence:

1. Start with an organization or department signal.
2. Identify the tool, workflow, person, or account cohort behind it.
3. Confirm the source and collection path.
4. Review activity content only when the decision requires it.
5. Record the decision in Tool Review, Access Requests, or the owning business
   process.

## Separate four different actions

| Action  | Meaning                                                                         |
| ------- | ------------------------------------------------------------------------------- |
| Observe | Oximy has evidence that activity or spend exists                                |
| Review  | An accountable person investigates the context                                  |
| Decide  | The company records its tool, access, funding, or policy posture                |
| Execute | The owning provider, identity, procurement, or endpoint system makes the change |

Do not treat discovery as an automatic violation or an Action Queue item as an
executed remediation.

## Review on a cadence

Use a regular review for:

* source and device coverage;
* adoption and department movement;
* shadow tools and spend;
* pending tool and access requests;
* high-impact spend actions; and
* privacy, retention, and reviewer access.

<Card title="Investigate adoption" icon="chart-no-axes-combined" href="/docs/visibility/investigate-adoption">
  Apply the workflow to a current adoption signal.
</Card>
