Action Plan
Implementation steps to close gaps and deliver the configuration.
Progress0/16 (0%)
Blocked1
Not Started15
Complete0
ID
Action
Status
Depends On
ADO Items
ACT-2b
Fix compliance field names
Blocked
D2
—
ACT-2a
Set Development Stage as required
Not Started
—
—
ACT-2c
Verify option set values
Not Started
—
—
ACT-3a
Set Settlement Completed Date always on form
Not Started
—
—
ACT-3b
Set Unconditional Date always on form
Not Started
—
—
ACT-4
Remove orphan Draft phase
Not Started
—
—
ACT-5
Create Settlement Dates Check guard
Not Started
ACT-2a
—
ACT-6a
Build Drafting Pre-Sale Agreement workflow
Not Started
D2ACT-5
138
ACT-6b
Build Settlements workflow
Not Started
D2ACT-5
139
ACT-6c
Build Pending Closure workflow
Not Started
D2ACT-5
140
ACT-7a
Create trigger: Drafting phase → workflow
Not Started
ACT-6a
—
ACT-7b
Create trigger: Settlements phase → workflow
Not Started
ACT-6b
—
ACT-7c
Create trigger: Pending Closure phase → workflow
Not Started
ACT-6c
—
ACT-8
Flush configuration cache
Not Started
ACT-7aACT-7bACT-7c
—
ACT-9
Build 11 document templates
Blocked on client content delivery
Not Started
—
561
ACT-10
E2E verification (15-point checklist)
Not Started
ACT-8ACT-9
—