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Onboarding: next working session

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Logistical onboarding thread. Josh Fairburn picks Tuesday morning for the connector session. He expects incident system access but finance approval for the fee invoice connector is uncertain, so he asks to start with incidents.

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Current to 11 Oct 26

Logistical onboarding thread. Josh Fairburn picks Tuesday morning for the connector session. He expects incident system access but finance approval for the fee invoice connector is uncertain, so he asks to start with incidents.

Ask: Hamza proposes an hour on the home-level connectors: family and commissioner contact, incidents and fee invoices.

Customer view: Josh can likely get incident system access, but fee invoices may need finance approval and he will not promise it by Tuesday. He asks to leave invoices to the end.

Next: Hamza to agree the incidents-first order and send the invite.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-04-23
Last message2026-04-24

Messages

  1. Hamza Akhtar
    Hamza Akhtar 23 Apr 2026 08:16
    to Josh Fairburn
    Hi Josh, Thanks for your time on the call. As promised, here is a proposal for the next working session on the Hollowmere onboarding. I would like to spend it on the connectors for the home-level data: family and commissioner contact, incidents and the fee invoices. If you can have admin access to the source systems to hand, we can check what each one is sending into the brain and sort out any permissions on the day. Would early next week suit, either Monday or Tuesday morning? An hour should be enough, though I would rather over-book than rush it. Let me know what works and I will send the invite. Best, Hamza Implementation Consultant, BB-Demo
  2. Josh Fairburn
    Josh Fairburn 24 Apr 2026 17:20
    to Hamza Akhtar
    Hi Hamza, Tuesday morning is better for me, Monday is full of home visit reports. Anywhere after 09:30 is fine. I should be able to get admin access to the incident system by then. The fee invoice side may need someone from our finance team to approve it, so I will ask them today but I cannot promise it will be sorted by Tuesday. Can we start with incidents and leave invoices to the end if it is not ready? Thanks, Josh

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