Go-Live & QA Dashboard

Stage 8 — Production readiness, UAT, testing & final implementation review

Overall Complete

0/50 items

Critical Items

0/34 critical

⚠ Blocked

Go-Live Status

All CRMContact records have at least email and full_name populatedRequired

All Invoice records are linked to a CRMContact or ClientProjectRequired

All Payment records are linked to an InvoiceRequired

No duplicate CRMContact records with the same emailRequired

All ClientProject records have an assigned_consultant

All Opportunity records are linked to a Lead or CRMContact

All Proposal records are linked to an Opportunity

All CohortCertificate records are linked to a CohortEnrollmentRequired

All SupportTicket records have a subject and categoryRequired

No Payment records with amount = 0 or null

At least one admin user account exists and is verifiedRequired

All team members have been invited with correct rolesRequired

PermissionMatrix has been configured for all active roles

No sensitive pages are accessible to unauthenticated usersRequired

Finance module is restricted to admin and finance_officer rolesRequired

Workflow Control page is admin-onlyRequired

Hourly escalation automation is active and testedRequired

Daily validation audit automation is active

SLA compliance audit automation is active (every 30min)Required

Approval timeout check automation is active

WorkflowRule library has been reviewed and rules activated

ApprovalRule thresholds have been confirmed with managementRequired

EscalationPolicy notify_email fields are populatedRequired

No circular automation triggers exist (checked AutomationLog)Required

Invoice number format (INV-YEAR-XXX) is configured

Discount approval thresholds are set in ApprovalRuleRequired

Payment installment plans link correctly to invoicesRequired

Currency fields are set on all proposals and invoicesRequired

At least one active DocumentTemplate exists per service type

All active Cohorts have a lead_trainer assignedRequired

Certificate template is configured for each program typeRequired

Completion rules are set on each active CohortRequired

Enrollment payment workflow tested end-to-endRequired

Certificate issuance automation tested for at least one cohortRequired

SLA rules are configured for all priority levelsRequired

Escalation rules are configured and escalate_to emails populatedRequired

At least 5 knowledge articles are published

Canned responses exist for top 3 ticket categories

CSAT survey workflow is configured or manually noted

Executive dashboard loads without errorsRequired

Finance dashboard revenue figures match manual totalsRequired

Support SLA metric calculation has been validated

AI suggestion panel tested with at least one real record

All 8 dashboard tabs render without console errorsRequired

Backup / export of all seed and config data takenRequired

All team members have completed UAT sign-offRequired

Error review views have been checked and resolvedRequired

Training session for all roles completed

Support escalation path (who to call if CRM breaks) documentedRequired

Go-live date confirmed with all stakeholdersRequired