Go-live Checklist
Revision as of 16:10, 24 January 2024 by Shieldstromme (talk | contribs) (→Pre-Go-Live Preparation)
Here is a simple suggested go-live checklist for a PTS 5 installation or upgrade.
While we recognise that PTS is highly configurable, and installation and configuration is a fluid process, we offer this document as a reference for your own go-live plan.
Pre-Go-Live Preparation
- User Training
Confirm that all users have completed the relevant training on PTS 5.
Provide access to training materials and documentation. - Data Migration
Verify that all necessary data (users, wards) has been successfully imported to PTS 5.
Perform data validation to ensure accuracy. - Infrastructure Readiness
Confirm that the required hardware (e.g. barcode scanners, label printers) and software (e.g. PTS Comms Client) is in place.
Verify server capacity and performance. - Backup and Recovery
Ensure that appropriate data backup and recovery mechanisms are in place.
Test data restoration procedures. - Wipe Test Data
This T_SQL script will remove all prescription data from the database, whilst preserving system configuration (setup pages, application settings etc.)
Never run this on a live system!
TRUNCATE TABLE [PatientDrugs] TRUNCATE TABLE [Patients] TRUNCATE TABLE [PrescriptionNotes] TRUNCATE TABLE [Events] TRUNCATE TABLE [PrescriptionChangeAudits] DELETE FROM [Prescriptions]
System Configuration
- Config Verification
Double-check that the system configuration (e.g. user views, prescription types) to ensure they align with your requirements.
Verify that user roles and permissions are correctly set up. - Integration Testing
Test integrations with other systems (e.g. patient lookup link on booking in screen).
(EPMA) Ensure seamless data flow between the dispensing software and PTS.
User Access and Support
- User Account Setup
Confirm that PTS user accounts are created for all necessary personnel.
Verify that login credentials are distributed securely. - Support
Create an account/s on tmsinsight.com.
Verify that relevant users can access the wiki.
Go-Live Day
- Communication Plan
Execute a communication plan to inform all users about the go-live date and process.
Provide contact information for support during the transition. - User Acceptance Testing (UAT)
Conduct final user acceptance testing to identify any last-minute issues.
Work with TMSi to address and resolve issues promptly. - Monitoring and Performance
Monitor system performance closely during the go-live period.
Report any performance issues to IT and to TMSi. - Contingency Planning
Have a contingency plan in place for critical issues.
Ensure that key personnel are aware of escalation procedures.
Post-Go-Live
- Post-Implementation Review
Conduct a post-implementation review to gather feedback from users.
Identify areas for improvement and implement necessary changes. - Documentation Update
Update system documentation based on any changes made during or after the go-live. - Training Reinforcement
Provide additional training or support sessions if needed.
Address any recurring issues or user concerns. - Performance Monitoring
Continue monitoring system performance post-go-live.
Address any lingering issues. - Celebration and Recognition
Acknowledge the successful go-live with the team!
Doughnuts suggested.