Go-live Checklist

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

1. User Training
   Confirm that all users have completed the relevant training on PTS 5.
   Provide access to training materials and documentation.
2. Data Migration
   Verify that all necessary data (users, wards) has been successfully imported to PTS 5.
   Perform data validation to ensure accuracy.
3. 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.
4. Backup and Recovery
   Ensure that appropriate data backup and recovery mechanisms are in place.
   Test data restoration procedures.

System Configuration

1. 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.
2. 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

1. User Account Setup
   Confirm that PTS user accounts are created for all necessary personnel.
   Verify that login credentials are distributed securely.
2. Support
   Create an account/s on tmsinsight.com.
   Verify that relevant users can access the wiki.

Go-Live Day

1. 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.
2. User Acceptance Testing (UAT)
   Conduct final user acceptance testing to identify any last-minute issues.
   Work with TMSi to address and resolve issues promptly.
3. Monitoring and Performance
   Monitor system performance closely during the go-live period.
   Report any performance issues to IT and to TMSi.
4. Contingency Planning
   Have a contingency plan in place for critical issues.
   Ensure that key personnel are aware of escalation procedures.

Post-Go-Live

1. Post-Implementation Review
   Conduct a post-implementation review to gather feedback from users.
   Identify areas for improvement and implement necessary changes.
2. Documentation Update
   Update system documentation based on any changes made during or after the go-live.
3. Training Reinforcement
   Provide additional training or support sessions if needed.
   Address any recurring issues or user concerns.
4. Performance Monitoring
   Continue monitoring system performance post-go-live.
   Address any lingering issues.
5. Celebration and Recognition
   Acknowledge the successful go-live with the team!
   Doughnuts suggested.