Acceptance and Installation Phase Checklist

– SDM Acceptance and Installation Phase Checklist Last Update:

Yes No N/A Establish Test for Production Environment SDM Reference Comments 1. All requirements specified were delivered and  Establish Test for Production validated according to the specifications. Environment (9.1) 2. Any changes to the original specifications are  Establish Test for Production documented in the System Architecture document. Environment (9.1) 3. All documentation has been maintained in the project  Establish Test for Production folder. Environment (9.1) Yes No N/A Perform Test for Production Activities SDM Reference Comments 1. Test for Production was performed prior to the  Perform Test for Production installation activities. Activities (9.2) 2. The test production environment installation and  Perform Test for Production configuration was met. Activities (9.2) Yes No N/A Perform Installation Activities SDM Reference Comments 1. If a current system exists, the system and data  Perform Installation Activities (9.3) conversion has been performed in accordance with the Conversion Plan. 2. At each installation site, the facility has been  Perform Installation Activities (9.3) inspected to ensure that the site preparation is complete and in accordance with the Installation Plan. 3. The installation has been coordinated with the project  Perform Installation Activities (9.3) sponsor, user representatives, operations staff, and other affected organizations. 1. Any necessary modifications to the physical  Perform Installation Activities (9.3) installation environment are complete. 2. The hardware has been inventoried and tested.  Perform Installation Activities (9.3) 3. If the software requires an initial data load or data  Perform Installation Activities (9.3) conversion, the tested programs are installed and executed. 4. The software has been installed on the hardware  Perform Installation Activities (9.3) platform and tested according to the Installation Plan. 5. The Deployment Playbook captured the installation  Perform Installation Activities (9.3) activities and is maintained in the project folder.

SDM Acceptance and Installation Phase Checklist Page 1 of 3 – SDM Acceptance and Installation Phase Checklist Last Update: Yes No N/A Conduct Installation Tests SDM Reference Comments 1. Problems and corrective action are documented.  Conduct Installation Tests (9.4) 2. All equipment and software was retested after a  Conduct Installation Tests (9.4) repair, replacement, or modification. 3. The installation test materials are maintained in the  Conduct Installation Tests (9.4) project folder. 4. At least one structured walkthrough is conducted on  Conduct Installation Tests (9.4) the installation test materials. Yes No N/A Establish Training Environment SDM Reference Comments 5. All requirements specified were delivered and  Establish Training Environment (9.5) validated according to the specifications. 6. Any changes to the original specifications are  Establish Training Environment (9.5) documented in the System Architecture document. 7. All documentation has been maintained in the project  Establish Training Environment (9.5) folder. Yes No N/A Conduct User Training SDM Reference Comments 1. A copy of training materials has been submitted to  Conduct User Training (9.6) the project sponsor and user for review and approval and is placed under configuration management. 2. Training was conducted according to the approved  Conduct User Training (9.6) Training Plan.  Finalize Training Plan (8.8) 3. At least one structured walkthrough is conducted on  Conduct User Training (9.6) the training materials. Yes No N/A Transition to Operational Status SDM Reference Comments 1. The software is transitioned to full operational status  Transition to Operational Status (9.7) according to the Transition Plan.  Plan Transition to Operational Status (7.8) 2. Stress tests, or other operational tests, have been  Transition to Operational Status (9.7) conducted. Transition to Operational Status (9.7) 3. Any training and certification activities are completed.  Transition to Operational Status (9.7) 4. Ensure that maintenance support begins as planned.  5. A list of any planned enhancements has been  Transition to Operational Status (9.7) provided to the maintenance staff.

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6. At end of transition period, a formal transfer of all  Transition to Operational Status (9.7) responsibilities to the maintenance staff is conducted. 7. All project file materials, operating documents, and  Transition to Operational Status (9.7) other pertinent records have been turned over to the maintenance staff and are maintained in the project folder. 8. Access rules have been modified to provide access  Transition to Operational Status (9.7) to the system by the maintenance staff and remove project team and other temporary user access from further access to the system. 9. Programs, files, and other support software are in the  Transition to Operational Status (9.7) production library and have been deleted from the test library, where appropriate. 10. For major software systems involving multiple  Transition to Operational Status (9.7) organizations and interfaces with other systems, a formal announcement of the transition to production has been done. 11. Complete all reviews to ensure functionality before  Transition to Operational Status (9.7) the system is placed into operational status. Yes No N/A Conduct Phase Review SDM Reference Comments 1. Requirements management activities are reviewed  Conduct Peer Reviews (9.8.1) with the project manager/project sponsor both  Conduct Phase Review (9.8) periodically and as needed 2. In-Phase Assessments of requirements management  Conduct In-Phase Assessment activities and outputs are performed. (9.8.3) 3. The project team reviews all established  Conduct Structured Walkthroughs requirements. (9.8.2) 4. The technical accuracy and completeness of outputs  Conduct Structured Walkthroughs and deliverables were reviewed. (9.8.2) 5. Concurrence to proceed to next phase was given.  Conduct Phase Exit (9.8.4)

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