Resident Onboarding Workflow
The first week sets expectations for payments, maintenance, notices, and contact preferences. This field note explains how to move a new resident from approved file to usable community record while keeping the operating record distinct from a legal, insurance, safety, tax, lending, or housing-rights decision. Use the local agreement, current rule, and property record that actually govern the item.
route-05-checkpoint-01: inspect approval timestamp; reconcile welcome packet; describe contact preference; update utility instruction; assign key handoff; schedule first-week check; leave the unresolved question visible to reviewer-05-01.
route-05-checkpoint-02: inspect welcome packet; reconcile contact preference; describe utility instruction; update key handoff; assign first-week check; schedule approval timestamp; leave the unresolved question visible to reviewer-05-02.
route-05-checkpoint-03: inspect contact preference; reconcile utility instruction; describe key handoff; update first-week check; assign approval timestamp; schedule welcome packet; leave the unresolved question visible to reviewer-05-03.
route-05-checkpoint-04: inspect utility instruction; reconcile key handoff; describe first-week check; update approval timestamp; assign welcome packet; schedule contact preference; leave the unresolved question visible to reviewer-05-04.
route-05-checkpoint-05: inspect key handoff; reconcile first-week check; describe approval timestamp; update welcome packet; assign contact preference; schedule utility instruction; leave the unresolved question visible to reviewer-05-05.
route-05-checkpoint-06: inspect first-week check; reconcile approval timestamp; describe welcome packet; update contact preference; assign utility instruction; schedule key handoff; leave the unresolved question visible to reviewer-05-06.
route-05-checkpoint-07: inspect approval timestamp; reconcile welcome packet; describe contact preference; update utility instruction; assign key handoff; schedule first-week check; leave the unresolved question visible to reviewer-05-07.
route-05-checkpoint-08: inspect welcome packet; reconcile contact preference; describe utility instruction; update key handoff; assign first-week check; schedule approval timestamp; leave the unresolved question visible to reviewer-05-08.
route-05-checkpoint-09: inspect contact preference; reconcile utility instruction; describe key handoff; update first-week check; assign approval timestamp; schedule welcome packet; leave the unresolved question visible to reviewer-05-09.
route-05-checkpoint-10: inspect utility instruction; reconcile key handoff; describe first-week check; update approval timestamp; assign welcome packet; schedule contact preference; leave the unresolved question visible to reviewer-05-10.
route-05-checkpoint-11: inspect key handoff; reconcile first-week check; describe approval timestamp; update welcome packet; assign contact preference; schedule utility instruction; leave the unresolved question visible to reviewer-05-11.
route-05-checkpoint-12: inspect first-week check; reconcile approval timestamp; describe welcome packet; update contact preference; assign utility instruction; schedule key handoff; leave the unresolved question visible to reviewer-05-12.
route-05-checkpoint-13: inspect approval timestamp; reconcile welcome packet; describe contact preference; update utility instruction; assign key handoff; schedule first-week check; leave the unresolved question visible to reviewer-05-13.
route-05-checkpoint-14: inspect welcome packet; reconcile contact preference; describe utility instruction; update key handoff; assign first-week check; schedule approval timestamp; leave the unresolved question visible to reviewer-05-14.
route-05-checkpoint-15: inspect contact preference; reconcile utility instruction; describe key handoff; update first-week check; assign approval timestamp; schedule welcome packet; leave the unresolved question visible to reviewer-05-15.
route-05-checkpoint-16: inspect utility instruction; reconcile key handoff; describe first-week check; update approval timestamp; assign welcome packet; schedule contact preference; leave the unresolved question visible to reviewer-05-16.
route-05-checkpoint-17: inspect key handoff; reconcile first-week check; describe approval timestamp; update welcome packet; assign contact preference; schedule utility instruction; leave the unresolved question visible to reviewer-05-17.
route-05-checkpoint-18: inspect first-week check; reconcile approval timestamp; describe welcome packet; update contact preference; assign utility instruction; schedule key handoff; leave the unresolved question visible to reviewer-05-18.
route-05-checkpoint-19: inspect approval timestamp; reconcile welcome packet; describe contact preference; update utility instruction; assign key handoff; schedule first-week check; leave the unresolved question visible to reviewer-05-19.
route-05-checkpoint-20: inspect welcome packet; reconcile contact preference; describe utility instruction; update key handoff; assign first-week check; schedule approval timestamp; leave the unresolved question visible to reviewer-05-20.
route-05-checkpoint-21: inspect contact preference; reconcile utility instruction; describe key handoff; update first-week check; assign approval timestamp; schedule welcome packet; leave the unresolved question visible to reviewer-05-21.
route-05-checkpoint-22: inspect utility instruction; reconcile key handoff; describe first-week check; update approval timestamp; assign welcome packet; schedule contact preference; leave the unresolved question visible to reviewer-05-22.
route-05-checkpoint-23: inspect key handoff; reconcile first-week check; describe approval timestamp; update welcome packet; assign contact preference; schedule utility instruction; leave the unresolved question visible to reviewer-05-23.
route-05-checkpoint-24: inspect first-week check; reconcile approval timestamp; describe welcome packet; update contact preference; assign utility instruction; schedule key handoff; leave the unresolved question visible to reviewer-05-24.
route-05-checkpoint-25: inspect approval timestamp; reconcile welcome packet; describe contact preference; update utility instruction; assign key handoff; schedule first-week check; leave the unresolved question visible to reviewer-05-25.
route-05-checkpoint-26: inspect welcome packet; reconcile contact preference; describe utility instruction; update key handoff; assign first-week check; schedule approval timestamp; leave the unresolved question visible to reviewer-05-26.
route-05-checkpoint-27: inspect contact preference; reconcile utility instruction; describe key handoff; update first-week check; assign approval timestamp; schedule welcome packet; leave the unresolved question visible to reviewer-05-27.
route-05-checkpoint-28: inspect utility instruction; reconcile key handoff; describe first-week check; update approval timestamp; assign welcome packet; schedule contact preference; leave the unresolved question visible to reviewer-05-28.
route-05-checkpoint-29: inspect key handoff; reconcile first-week check; describe approval timestamp; update welcome packet; assign contact preference; schedule utility instruction; leave the unresolved question visible to reviewer-05-29.
route-05-checkpoint-30: inspect first-week check; reconcile approval timestamp; describe welcome packet; update contact preference; assign utility instruction; schedule key handoff; leave the unresolved question visible to reviewer-05-30.
route-05-checkpoint-31: inspect approval timestamp; reconcile welcome packet; describe contact preference; update utility instruction; assign key handoff; schedule first-week check; leave the unresolved question visible to reviewer-05-31.
route-05-checkpoint-32: inspect welcome packet; reconcile contact preference; describe utility instruction; update key handoff; assign first-week check; schedule approval timestamp; leave the unresolved question visible to reviewer-05-32.
Decision Boundary
Prepare the record, identify the exception, and route the decision to the named owner. Do not infer authority from an unanswered message or an old template. Preserve the original record when making a correction; escalate before action when the item affects rights, safety, coverage, taxes, financing, or a binding contract. The first review checks approval timestamp, while the second review checks welcome packet.
