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Maintenance Closeout Proof Checklist

Use this checklist to verify that a maintenance workflow has a clear source record, starting state, completion condition, human checkpoints, redaction, and terminal proof before the work is treated as closed.

Required Evidence

  • Workflow start state: trigger, intake source, and initial record state.
  • Workflow end state: completion condition and terminal proof.
  • Source IDs: approved source identifiers where allowed.
  • Human checkpoints: approval, review, and exception points.
  • Blocked actions: human-only decisions excluded from automation.
  • Terminal proof: evidence that the loop truly closed.
  • Redaction: private data removed from any shareable packet.

Human-Only Exclusions

This checklist does not approve owner commitments, vendor commitments, spend, legal conclusions, payments, trust-accounting entries, or public claims.

Review Questions

  1. Is the source-of-truth record identified?
  2. Is the starting state clear?
  3. Is the ending state clear?
  4. Are human-review checkpoints explicit?
  5. Is terminal proof defined?
  6. Are private fields excluded or redacted?
  7. Are public claims still blocked until approval?

This checklist supports operational review. It does not replace source records, agreements, policies, qualified professional judgment, or required approvals.

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