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!

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Version Control Strategy

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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

2 of 10

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

3 of 10

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

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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

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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

5 of 10

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

6 of 10

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

7 of 10

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

12:00 AM
12:30 AM
1:00 AM
1:30 AM
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Estimated Rollback Duration (hours)

Rollback Lead Contact

Data Integrity Verification Steps After Rollback

Pre-Rollback System Backup (Confirmation)

Environment Management

8 of 10

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

9 of 10

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

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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

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