TEXAS NOTICE TRACKER · ORIGINAL OFFICE CHECKLIST

Project intake checklist

Confirm the record before entering review dates.

Project: ________________________ Reviewed by: ________________________
Date: ________________________ Next review: ________________________

Parties and property

Executed contract and original-contract date saved.
Correct legal owner and original-contractor names recorded.
Direct contracting party and contracting tier verified.
Project address, county and property information identified.

Scope and activity

Project type and claimant role recorded.
Supported automation checked; exceptions flagged.
First/last work and delivery dates preserved separately from invoice dates.
Retainage, custom materials or disputed changes flagged for separate review.

Record owner

Missing facts have an owner and follow-up date.
Contacts, contract and source documents linked to the project.
A professional review task is recorded for an unsupported scenario.