1040 intake to ready for preparation
Azure POC
Sign inWorkflow overview
Step 2 of 6
Build the evidence base
Register source context and compare coverage to the confirmed workflow scope.
Registered sources3
Offices covered3 / 3
Perspectives3 / 5
Coverage gaps1
Scope comparison
Coverage gaps
OfficesCovered
RolesPreparer
Source inventory
Evidence register
| Source | Office and role | Perspective | Date and version | File or locator |
|---|---|---|---|---|
| Annual intake procedureEV-0003 / Process documentSyntheticStandard and exception intake | Office CManager | Intended | 2026-09-152026 pilot | Synthetic library / procedures / annual-intakeIntended common process; local exceptions require validation. |
| Portal intake walkthroughEV-0002 / WalkthroughSyntheticPortal document receipt | Office BAssociate | Observed | 2026-09-19Walkthrough 01 | Synthetic notes / walkthroughs / portal-intake-01Observed document association and readiness checks. |
| Intake coordinator interviewEV-0001 / InterviewSyntheticStandard annual intake | Office ACoordinator | Reported | 2026-09-18Interview 01 | Synthetic notes / interviews / coordinator-01Reported sequence and missing-item follow-up practices. |