Second onboarding session

Email thread

Lornefield Pensions Administration: documents · cs

Tobias Renwick reported the first source is loading and asked for time to add a second connector. Craig Paterson offered Thursday after 14:00 and flagged an untidy helpdesk export. Tobias confirmed Thursday at 14:00.

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What was said

What this says

Current to 10 Oct 26

Tobias Renwick reported the first source is loading and asked for time to add a second connector. Craig Paterson offered Thursday after 14:00 and flagged an untidy helpdesk export. Tobias confirmed Thursday at 14:00.

Ask: Tobias wants another hour to bring in the second connector, with Craig setting the window.

Customer view: Craig is tied up with month-end but cooperative. He called the helpdesk export untidy and will send a screenshot if fields do not line up.

Next: Craig to send the screenshot beforehand if needed; Tobias to send the invitation for Thursday at 14:00.

AI · claude-sonnet-5-5 · 10 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2023-04-19

Last message2023-04-25

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Messages

Tobias Renwick 19 Apr 2023 16:17
to Craig Paterson
Craig, Thank you for your time this morning. The first source is in and loading, so the next step is the second connector. Could we book another hour for that, ideally later this week or early next? As before, you set the window and I will work around it. Best, Tobias
Craig Paterson 24 Apr 2023 14:49
to Tobias Renwick
Tobias, Sorry, I've been tied up with month-end on our side. Just to flag, I can do Thursday afternoon, anywhere after 14:00. I've looked at the helpdesk export and it's a bit untidy, so I'll keep an eye on it and send you a screenshot if the fields don't line up. Regards, Craig
Tobias Renwick 25 Apr 2023 13:37
to Craig Paterson
Craig, Thursday at 14:00 is fine. Please do send the screenshot beforehand if you can; the honest answer is that most surprises with that sort of export are visible before we start. I'll send the invitation now. Best, Tobias

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