Company: ____________________ Date: __________ Administrator: ____________________

Before saving

  • □ Correct company opened
  • □ Carrier identity checked against the authoritative company record
  • □ Only intended feature controls changed
  • □ Notification recipients reviewed separately
  • □ No credentials copied into notes or screenshots
  • □ Prior values recorded for rollback

After saving

  • □ Same company reopened
  • □ Every intended value verified
  • □ Expected menu/workflow behavior verified
  • □ Unexpected behavior documented and prior value restored if needed
  • □ Change owner and time recorded

Do not assume: A saved company logo is proven to render in the current app header or work-order PDF.