The short answer
Inventory every time-triggered job in the source, target, and connected services. For each job, record its schedule, timezone, population, action identity, external effect, last source run, suppression method, first target run, catch-up rule, owner, and reconciliation evidence. Disable one side only after proving which occurrences already executed.
Operational checklist
Mark your progress, then save a working copy. Selections reset when you leave this page. A checked box is not an approval or evidence of completion.
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Key takeaways
Find jobs beyond the primary PMS scheduler
Search recurring charges, autopay, reminders, late-fee workflows, owner statements, distributions, maintenance recurrence, inspections, renewals, exports, imports, bank syncs, webhooks with delayed retries, vendor integrations, calendars, reports, backups, and custom scripts.
Record hidden schedules managed by vendors or infrastructure. A disabled UI rule may not stop a provider subscription or external cron job.
Assign every boundary occurrence one governed outcome
Use the job’s business occurrence, not only its execution timestamp.
| Field | Source decision | Target decision | Proof |
|---|---|---|---|
| Occurrence identity | Last eligible source occurrence | First eligible target occurrence | Shared business key/period |
| Suppression | Pause, expire, or no-op rule | Hold until acceptance | Configuration and safe test |
| In-flight work | Queue and external request state | Import, ignore, or reconcile | Provider/current state |
| Catch-up | Events intentionally not run | Bounded replay rule | Dry-run count and approvals |
| Monitoring | Unexpected source activity | Duplicate/missed target activity | Alerts and reconciliation owner |
Reconcile before returning schedules to normal
Compare intended occurrences with source executions, target executions, and external effects. Resolve duplicates, omissions, partial executions, and uncertain outcomes by identity. Do not catch up from a date range alone.
Close with the final job inventory, disabled source evidence, enabled target versions, reconciled occurrences, exceptions, and monitoring window. Retain decommission dependencies for later source retirement.
Edge cases
Sources and references
Follow each source to check the underlying claim. Access checks and professional review are different steps.