Netos Playbook:Refresh Case

Build a refresh case with its sources shown

See end-of-life exposure, renewals and refresh costs in one case, each with its source and its gaps. A person approves the dashboard plan before it is created.

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  1. 01

    Read end-of-life and renewals for one region

    Unverified region or end-of-life source stops the case.

    Same region

    Use lifecycle and renewal evidence for one scope.

    Dated exposure

    Show when support ends and renewals fall due.

    Source checks

    Stop when scope or source cannot be verified.

    Works with

  2. 02

    Compare baseline and refresh models

    Finished models only, compared on one year and supplier.

    Finished models

    Use two already completed model outputs.

    Same basis

    Match year and supplier across both models.

    Visible gaps

    Keep missing renewal or model evidence in view.

  3. Approval gate · a person signs off
    03

    Approve what the refresh dashboard will show

    The reviewer sees destination and gaps before creation.

    Exact plan

    Show the proposed dashboard before creation.

    Known gaps

    Keep missing evidence visible to the approver.

    Recorded approval

    Approval is recorded on the run.

  4. 04

    Create and check the refresh dashboard

    Each refresh dashboard section names its evidence source.

    Dated sections

    Show end-of-life, renewal and refresh evidence.

    Named sources

    Each section names its source run.

    Checked output

    Create, check and render the approved dashboard.

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