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Phase 1 sign-off (downloads)

Use these files on your computer (they download as plain text). No coding required.

If the button does nothing, confirm the app is running and try again, or ask for the files in the project folder under scripts/.

Your four steps (summary)

1. Use the app in development. Sign in, open every tab, pick a client in the sidebar, and confirm what you see matches that client.
2. Run the short smoke checklist. After big updates, repeat a quick sign-in / tabs / sign-out pass (see scripts/smoke-checklist.txt in the project, or ask your technical contact).
3. Work through the full Phase 1 checklist. On dev, check what you can honestly check; finish the rest on a pilot or production-like site (especially Bank and security lines).
4. Sign off when ready. Fill in names, dates, and the two one-line summaries at the bottom of the checklist file; ask your technical contact to update the project status note.

The downloadable “steps 1–4” file above repeats this with more detail and plain-language notes.