
Update sequence
Record software versions and dependencies, prepare a backup, and test changes before release where practical. Retest forms and bookings afterward. Use dated records rather than relying on memory at the next review.
Confirm where backups are stored and how recovery works. Include databases and uploaded assets as well as application files. Check what happens after the customer clicks, submits, or calls.
- A written brief
- Named responsibilities
- Agreed review points




