CUSTOMER FILL-IN SCOPE TEMPLATE
Offering ID: theme-setup-training
Offering: Theme Setup & Training
This is a proposed scope, not an accepted customer delivery.

CUSTOMER FILL-IN
Customer and acceptance owner: [name/role]
Delivery owner: [agreed]
Environment and exact versions: [agreed]
Permitted access and read/write boundary: [agreed; no secrets]
Anonymized dataset and retention: [agreed]
Product selection: [compatible theme; Portal Pro OR Field Service where applicable]
Critical scenarios, customizations and integrations: [agreed list]
Product quote: [separate agreed amount]
Setup quote: [separate agreed amount]
Support quote and service window: [separate agreement; no SLA presumed]
Schedule and change approval owner: [agreed]

ACCEPTANCE AND HANDOVER
[ ] Version and installation prerequisites review: [expected result, evidence, customer acceptance]
[ ] Agreed configuration and anonymized sample data: [expected result, evidence, customer acceptance]
[ ] Representative workflow training and handover: [expected result, evidence, customer acceptance]
[ ] Representative normal and failure paths: [result and evidence]
[ ] Access restrictions and recovery procedure: [agreed verification]
[ ] Installation/configuration and training record: [evidence]
[ ] Findings and unresolved limitations: [list]
[ ] Customer acceptance decision and date: [explicit decision]
[ ] Operator/support owner and evidence location: [agreed]
Production update, publication, payment/provider activation and email activation require separate authorization.
Excluded: Unbounded migration or live customer data import.