This is a checklist for the administrator to ensure that the deployment has been successful and the environment is stable.
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Check that all global data is in the database (i.e. have all the scripts been applied to the database?) |
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Check all the paths in the database (under Global settings) |
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Check that the directory for the export of files exists on both the application and web servers |
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Check the batch scripts (i.e. are the paths correct in the .bat files?) |
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Check that e-mail is working |
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Generate payroll mask |
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Generate stored procedure |
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Create a custom export report |
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Check that paths are correct |
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Take in a payroll file via Data Capture |
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Check that the investment /disinvestments advice document is invoked (i.e. is the path correct in the batch parameter table?) |
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Registration |
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Register a super user |
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Register a member |
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Confirm the registration (check that e-mail is received) |
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Check the logon for the super user and member |
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Complete a launch of a scheme using the following updates: |
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Details |
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Participating Employer |
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Registrations |
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Contact Persons |
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Bank Accounts |
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Membership Groups |
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Eligibility |
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Investments |
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Income |
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Service / Fees |
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Benefit Rules |
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Acc Rule Set |
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Bank Account Rule |
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Bring the scheme into the payroll site |
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Create the scheme company structure |
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Using the data setup wizard |
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Bring in income and expense types |
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Bring in pay centres |
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Create pay centre reference numbers |
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Associate pay centre to branch |
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Associate Principal and Participating Employer |
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Associate additional income types and expense types to the scheme |
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Create the calculations for the scheme |
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Give the user access to the pay centre |
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Member data |
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Capture member data via Data Capture or |
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Load a payroll file |
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Run the following reports: |
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Contribution validation report |
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Amendment report |
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Exit report |
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Remittance |
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Calculate remittance |
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Authorise remittance |
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Income Administration |
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Run member.bat to load the member data and money |
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Select and authorise the money |
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Other |
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Capture unit prices |
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Capture a distribution for a portfolio |
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Capture a member switch |
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Run the following batch jobs for a unitised scheme: |
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Unitisation |
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Switching |
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Distribution |
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Online member enquiries |
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Member contribution enquiry |
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Member investment enquiry |
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Member salary enquiry |
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Member membership group enquiry, etc. |
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Benefits |
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Process a benefit on the benefit site |
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Complete a scheme rule update |
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Check that the scheme update is in the payroll site |
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Check that the new rule has been applied to the member under salaries and contributions |
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Check the Member website |
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