ERP Version Control Checklist
Maintain a stable and auditable ERP system. This checklist ensures meticulous version control, safeguarding data integrity and simplifying upgrades. Avoid costly errors - download now!
This Template was installed 0 times.
Version Control Strategy
Defines the overall approach to managing ERP versions and updates.
Describe the overall version control philosophy (e.g., branching strategy, tagging conventions).
Primary Version Control System Used:
Maximum Number of Concurrent Branches Allowed:
Types of Changes Requiring Formal Version Control:
Date of Last Version Control Strategy Review:
Documentation of Current Version
Ensures a clear record of the current ERP version, including build numbers, patch levels, and customizations.
ERP System Version Number
Build Number
Patch Level Details (if applicable)
Release Notes Summary
Date of Current Version Implementation
Description of Major Customizations in this Version
Configuration File Backup (Optional)
Change Request Process
Outlines the procedures for submitting, approving, and implementing changes to the ERP system.
Change Request Description
Change Priority
Estimated Effort (Hours)
Request Date
Impacted Module(s)
Related Documents
Approval Deadline
Backup and Recovery Procedures
Details the steps for backing up the ERP system and restoring it in case of failures or errors.
Backup Frequency (Days)
Last Successful Full Backup Date
Scheduled Backup Start Time
Backup Location Description (e.g., offsite storage)
Copy of Latest Backup Configuration File
Retention Period (Days)
Recovery Point Objective (RPO)
Recovery Time Objective (RTO)
Customization Tracking
Maintains a record of all customizations made to the ERP system, including code, configuration changes, and integration points.
Description of Customization
Customization ID
Date of Implementation
Developer Responsible
Customization Code File
Reason for Customization
Module Affected
Upgrade Planning & Testing
Covers the steps involved in planning, testing, and implementing upgrades to new ERP versions.
Planned Upgrade Start Date
Estimated Upgrade Duration (in hours)
Upgrade Method
Upgrade Scope & Objectives
Affected Modules
Pre-Upgrade System Backup
Planned Go-Live Date
Rollback Procedures
Defines the steps to revert to a previous ERP version in case of problems with an upgrade or implementation.
Detailed Rollback Plan Narrative
Scheduled Rollback Start Date
Estimated Rollback Start Time
Estimated Rollback Duration (hours)
Rollback Lead Contact
Data Integrity Verification Steps After Rollback
Pre-Rollback System Backup (Confirmation)
Environment Management
Covers the management of different ERP environments (development, testing, production).
Number of Development Environments
Number of Testing Environments
Number of Production Environments
Environment Access Control Method
Last Environment Health Check Date
Description of Environment Naming Convention
Environment Monitoring Tools Used
Environment Configuration Documentation
Code Repository Management
Details the process for storing and managing code related to ERP customizations.
Repository URL
Repository Branch Size Limit (MB)
Allowed Branch Types (e.g., Feature, Release, Hotfix)
Repository Access Control Policy
Last Repository Audit Date
Repository Contribution Guidelines
Version Control System Usage
Ensures consistent use of the chosen version control system (e.g., Git).
Version Control System in Use
Repository URL
Branching Strategy Number of Allowed Branches
Workflow Stages Requiring Version Control
Naming Conventions for Branches/Tags
Last Code Review Date
Enterprise Resource Planning (ERP) Screen Recording
See how ChecklistGuro simplifies Enterprise Resource Planning (ERP)! This screen recording showcases key ERP functionalities within our Business Process Management (BPM) platform. Learn how ChecklistGuro can streamline your operations and boost efficiency. #ERP #BPM #ChecklistGuro #BusinessProcessManagement #SoftwareDemo
Related Checklist Templates
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.