VA ONBOARDING: FIRST-MONTH EVIDENCE

Illustrative sequence, not a compulsory timetable or employee probation process.

Before starting
Defined service and acceptable output:
Client inputs prepared:
Named access safely checked:
Current source of instructions:
Dated rule version and who can retrieve its history without widening access:
Approval and exception contacts:
Agreed availability and fee scope:

First rehearsal
Synthetic request used:
Provider explanation of task and authority:
Output location and review evidence:
Missing input/access/rule discovered:
Correction and repeat check:

First live working loop
Request reference:
Evidence inputs were ready:
Preparation result:
Review and approval decision:
Authorised final action:
What remains blocked and who must decide:

Before expanding
Comparable successful cases:
Exception/absence/outage rehearsal:
Any new data access required:
Scope/fee change agreed:

Month-end discussion
Useful work delivered:
Owner preparation/review time still required:
Recurring gaps and cause:
Keep narrow, expand, revise or stop, with reasons:
Next agreed evidence to inspect: