> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding checkbox checks

> Review Blocked and Tech Calls Complete when an automated CRM update needs attention.

Cloud automation uses the CRM's current configured checkbox choice for **Blocked** and
**Tech Calls Complete**. Clearing either field removes its selected choice. Each field
must have exactly one available checkbox choice in the Operations Location.

If a mapped field is missing, belongs to another Location, has a different type, or has
ambiguous choices, automation stops that update before sending it and reports
**CRM checkbox configuration needs review**. This message also appears when previewing
the update in compute mode. Review the field configuration before running the account again.

Older records may contain a literal `false` option from a previous update. Automation
reads that value as unchecked; it does not count as completion. Correct these values
using the actual CRM choices when reviewing the record.

After an update, automation checks the returned record. A different selected option or
an unsuccessful clear leaves the result uncertain and prevents an automatic retry.
Inspect the CRM record and the recorded attempt before authorizing another update.

The staff onboarding workspace also verifies checklist clears. The CRM may omit a
field after its last selected option is removed; that confirms an empty checklist.
If a save response is interrupted, use **Check save result** to verify the original
attempt before saving again. Any remaining selected option keeps the clear unconfirmed.

These checks validate how a field is saved. See [Onboarding](/staff/onboarding) for the
completion requirements, attendance controls, and automatic progression rules.


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