Maintenance Routines - Best Practice

Once set up, all deployments need a regular review process that ensures the solution (platform & apps) continues to operate as planned:

Weekly

• Deleting users that have left the business

Monthly

• Deleting Archived records
• Check number of active users (or apply governance policy that deactivates users that have not logged on the system for longer than 3 months)
• Check number of new records
• Remove redundant reports
• Review requested app changes if there is a change log process
• Account support for outstanding tickets?

Quarterly

• Update a list of FAQs
• Update sign-in Issues & Fixes
• Pending I-card decisions This is a specific example
• Report on support contracts

Annually

• Update Template Help information
• Update User Guides and video guides
• Reset default filters to current period for apps that run over from one year to the next e.g. KPI apps
• Add / remove users