Switching on the refresh and admin handover

Hi Tariq, Thanks for today's call. Quick recap and a proposal for the next stage, with a date against each step. - Monday: you review the mapping record we agreed and tell me about anything that looks wrong - Tuesday: I run a test load on all three sources and check it before we switch on the refresh - Wednesday: we go through the first overnight refresh together, first thing in the morning - Thursday: admin handover, covering user invitations for the 80 licensed users, who should be an admin, and how to check a load yourself What I need from your side is a list of the people who should be invited first, by role rather than name if you prefer, and confirmation that the helpline system access is still in place. I will also write up a setup note so that you can run things alone without needing me. Does that sequence work, or is there a day where you are away? Thanks, Callie

Hi Callie, That sequence works for me. I will go through the mapping record this morning and send you anything I want to query before the test load. The helpline access is still in place. I have checked it this morning. For the first invitations I will send you a list by role: member services, underwriting and claims, with a couple of people in each. I would rather start small and widen it once the data looks right, and I will not put member data in any email while we do this. One request for Thursday: could the handover include how to read the load log, so I can check each morning whether the overnight run finished? I would like to be able to say that with confidence to the board's reporting contacts. Thanks for the setup note too. Please send it to me before Thursday so I can read it first. Thanks, Tariq