Finwell

Contractual Obligation Control

BIZ-2026-00001 · Taxmanntri Consultancy Private Limited

High Risk · Due in 52 day(s)

Complete user and management training · SOW / Training · Current status: Pending

IMP-009 · Implementation

Complete user and management training

Deliver the agreed training, record attendance and obtain acknowledgement of administrator/user responsibilities.

High
Due 21 Aug 2026, 12:00 AM

Contractual Requirement and Action Plan

BIZ-2026-00001
Taxmanntri Consultancy Private Limited
SOW / Training
Bizzomation Software / Software
info@finwellgrowth.com
Joint
21 Aug 2026, 12:00 AM
Not Sent
Not uploaded

Internal Action Points

Prepare training; record attendance; share materials; collect acknowledgement.

Evidence Required

Training attendance, materials and acknowledgement.

Prepared Client Communication

Not Sent
Open in Email Client

Upload Compliance Evidence

Update Control Record

Why This Is a Risk

Due in 52 day(s)Risk classification considers contractual severity, current status and time remaining. Red items require immediate action and evidence-based closure.
29 Jun 2026, 04:19 PM
None
once

Complete Activity Trail

No activity recorded.