Upgrade Checklist

Just curious if anyone has a checklist that they use when preparing for an upgrade?

I built this worksheet for the last upgrade and it went well. It’s obviously very custom to my particular business, but I broke out the tabs into functional areas of the company and then within those functional areas, built tasks associated with verifications. I sent this out to the team and assigned tasks to individuals to test. If the test passed or fails, they record that and any comments. I could then associated a failed test with a ticket and resolve the ticket.

EpicorFunctionalUpgrade_Template_102600.xlsx (34.7 KB)

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