The workbook is a catalogue, not a to-do list. 237 tasks across nine chapters — 118 Standard, 26 Optional, 13 Additional, 29 Packaged, 51 Excluded — and not every row applies to every customer. Scoping it is part of the proposal, and the scoped copy travels with the order form.
| Chapter | Prefix | Tasks | Applies |
|---|---|---|---|
| A — Service Management | SM | 21 | Always |
| B — Managed Cloud Infrastructure | INFRA | 40 | Always |
| C — Managed Database | DB | 12 | Always |
| D — Core Technical Operations | TO | 82 | Always |
| E — Platform Operations | PLAT | 31 | Always |
| F — ASK AI Operations | ASK | 12 | When ASK is enabled |
| G — Packaged Services | PKG | 14 | When packages are contracted |
| H — Data Migration and Onboarding | MIG | 15 | During onboarding |
| X — Extensions and Third-Party Software | EXT | 10 | When extensions are approved |
Reading an identifier
TO_4.10.03 is chapter D’s prefix (TO), section 4.10 (Live DR), task 03 (the planned switchover drill). Identifiers are stable across versions and are the ones quoted in the service portal and the order form — so quote the identifier, not the wording.
Does this row apply? The criteria columns
Special Services, Module, Cloud Provider and Continuity Pattern each hold * for every deployment, or ONLY:… for the deployments a task applies to — ONLY:Site-to-site VPN, ONLY:Customer-owned cloud account, ONLY:EHR,Student Lifecycle,HRMS, ONLY:Live DR,Live DR Premium, and so on. Filter on them before the customer sees the workbook.
An Optional task can switch Standard ones on. Setting up the Live DR region (TO_4.10.02) is Optional; once it is contracted, continuous verification, the quarterly drill and automatic failover (TO_4.10.01, 4.10.03, 4.10.07) meet their Continuity Pattern criterion and are Standard.
The amber In Scope column
- Standard and Excluded rows default to Y. Leave them, unless a criteria column rules the row out for this deployment.
- Decide every Optional, Additional and Packaged row with the customer — the Summary counts these as open decisions, 68 in the blank workbook.
- Packaged rows follow the Packages tab: contracted means TRANXACT delivers; not contracted means the customer does.
- Read the Summary back: in scope and open decisions per chapter update from the column.
| Code | Package | Cluster | Tasks |
|---|---|---|---|
| F1 | Functional Administration | Application Management | 9 |
| R1 | Reporting & Analytics | Application Management | 2 |
| M1 | Integration Monitoring | Advanced Monitoring | 5 |
| J1 | Business Job Management | Advanced Monitoring | 3 |
| T1 | Regression Testing | Test Management | 3 |
| G1 | ASK Usage Governance | AI Governance | 6 |
| H1 | Hypercare | Continuous Operations | 1 |
Task descriptions cover doing the task, never extra capacity. More compute, storage or network is always a change request with its own fee — packages included.
Calderwood: Live DR, a site-to-site VPN, no customer-managed keys, no regulated modules, a TRANXACT-hosted account. So the VPN rows and the Live DR rows are in; the Customer-managed keys, Customer-owned account, Regulated industry and Private connection rows are filtered out before the workbook is shared.
Try it INFRA_2.2.04 — site-to-site VPN tunnels to the Live DR region — carries ONLY:Site-to-site VPN and ONLY:Live DR,Live DR Premium. Does it apply to Calderwood, and in which category?
Yes: Calderwood has both a VPN and Live DR, so both criteria are met. It is Optional, ordered by change request — so it must be itemised, typically as the second VPN connection on the bill of materials.