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🧭
FLOW WORK SYSTEMS
GLOBAL NAVIGATION
⌂ CEO Operating System
OPERATE
🎛 CEO Dashboard
☀ Daily Action
🗓 Weekly Review
⚡ Quick Create
DELIVER
📦 Client Handoff
✅ System Validation
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📦
CLIENT DELIVERY & HANDOFF
Final quality assurance, access setup, walkthrough recording, operating instructions, acceptance, and the included revision are controlled here.
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⚡
DELIVERY LINKS
System Walkthrough Guide · System Setup Checklist · System Validation Checklist · Maintenance Guide
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01 · Final QA
- [ ] Duplicate the complete system into the final client workspace and confirm internal page, database, relation, rollup, and navigation references point inside that duplicate.
- [ ] Recreate the ten distribution-facing Quick Create forms against the client workspace’s duplicated canonical data sources.
- [ ] Submit one record through every recreated form and verify each response appears in the duplicated database and intended operating views—not the source master.
- [ ] Relations, rollups, formulas, reusable page structures, dashboards, and linked views have been tested with representative connected records.
- [ ] Personal or restricted information is isolated.
- [ ] Desktop and mobile navigation, empty states, and primary workflows have been checked.
02 · Access and permissions
- [ ] Workspace owner and administrators are confirmed.
- [ ] Team members, contractors, guests, and public-safe pages have the intended access.
- [ ] A non-owner account has been used to test the final sharing path.
03 · Walkthrough recording
Recording link: Add after the client-specific workspace is approved.
Cover: CEO Dashboard, Daily Action, Weekly Review, Quick Create, business dashboards, project dashboards, record ownership, maintenance, and access boundaries.
04 · Client acceptance
- [ ] Client has received the workspace and written operating guides.
- [ ] Client can create and update a representative Business, Person or Contractor, Project, Task, Decision or Exception, Meeting, Weekly Review, Content, Launch, and Supplier record.
- [ ] Client can explain the difference between canonical relations and retained compatibility fields.
- [ ] Client has confirmed that the system reflects the agreed scope.