Implementation Data Validation Guide
Objective:
This guide is intended to provide suggestions for validating your data and configurations during each phase of the implementation.
How to Validate:
Use reports from the Settings section to compare system data. Test roles and permissions using test accounts. Take screenshots of the application. It is recommended to attach these reports and screenshots to your validation documentation.
Phase 1: User Data Validation
Objective: Ensure that all user data migrated into the system matches your original template.
Validation Items:
- Correct users
- Email addresses
- Assigned roles
- Associated permissions
- Custom fields (if applicable)
Note: Any user information added to the system prior to uploading the template will not match the template. Due to system limitations, we are unable to remove or update user information using our current tools.
Recommended Reports:
- User Role Assignments
- Administration & Settings: Group/Role Legacy Permission Report
- Role Permissions
- Administration & Settings: Group/Role Legacy Permission Report
- Custom Fields (if applicable)
- Administration & Settings: Account Single and Multiple Select Custom Field Options Report