Closed
New Client Onboarding · v1.1
4/4 complete · Library now at v1.2 — this instance keeps v1.1
Confirm client legal entity & Companies House number Mandatory Evidence
Dan Parker · 2026-10-10 · SharePoint (simulated) /Projects/AGS-P-1015/evidence-o1.pdf
Complete AML / identity check Mandatory Evidence
Dan Parker · 2026-10-11 · SharePoint (simulated) /Projects/AGS-P-1015/evidence-o2.pdf
Issue signed terms of engagement Mandatory Evidence
Dan Parker · 2026-10-12 · SharePoint (simulated) /Projects/AGS-P-1015/evidence-o3.pdf
Set up client in finance system Mandatory
Dan Parker · 2026-10-13
Project Close-out · v1.0
4/4 complete
Validate all deliverables issued Mandatory Evidence
Dan Parker · 2026-10-10 · SharePoint (simulated) /Projects/AGS-P-1015/evidence-x1.pdf
Record client acceptance Mandatory Evidence
Dan Parker · 2026-10-11 · SharePoint (simulated) /Projects/AGS-P-1015/evidence-x2.pdf
Final invoice raised Mandatory
Dan Parker · 2026-10-12
Lessons learned captured Mandatory
Dan Parker · 2026-10-13
Attach process (latest published version):