# Odoo Go-Live Validation Checklist

Final validation before switching business operations to production Odoo. Require sign-off from process owners and technical lead.

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## 1. UAT & Defect Status

- [ ] User acceptance testing completed for all in-scope modules
- [ ] Critical and high-severity defects resolved or accepted with documented workaround
- [ ] Medium defects triaged — none block go-live without sign-off
- [ ] UAT sign-off obtained from each process owner
- [ ] UAT test evidence archived for audit trail

**Open defects accepted for go-live**

| ID | Description | Workaround | Accepted by | Date |
|----|-------------|------------|-------------|------|
|    |             |            |             |      |

## 2. Data Validation

- [ ] Master data loaded and validated (products, customers, vendors, employees)
- [ ] Chart of accounts and tax configuration verified
- [ ] Opening balances reconciled with legacy system or auditor sign-off
- [ ] Inventory quantities match physical count within agreed tolerance
- [ ] Record counts compared between source and Odoo (orders, invoices, etc.)
- [ ] Orphaned or duplicate records cleaned before final load

## 3. Integration Smoke Tests

- [ ] Ecommerce platform sync tested (products, inventory, orders)
- [ ] Payment gateway live transaction tested and refunded
- [ ] Shipping carrier label generation tested
- [ ] EDI or vendor portal integration validated
- [ ] Email server sending notifications (sales orders, invoices, alerts)
- [ ] SSO or LDAP authentication tested for all user groups
- [ ] External API consumers notified of production endpoint change

## 4. Security & Access

- [ ] User accounts created with correct groups and record rules
- [ ] Admin and superuser access limited to authorized personnel
- [ ] API keys and integration credentials rotated for production
- [ ] Two-factor authentication enabled if required by policy
- [ ] Public-facing endpoints reviewed for unnecessary exposure
- [ ] Password policy enforced

## 5. Infrastructure & Operations

- [ ] Production backup completed and restore tested within last 7 days
- [ ] Monitoring and alerting active (uptime, errors, queue depth, disk)
- [ ] SSL certificate valid and auto-renewal configured
- [ ] Cron jobs enabled and schedule verified
- [ ] Worker count appropriate for expected go-live load
- [ ] Filestore storage capacity sufficient for 12-month growth
- [ ] Disaster recovery contact list current

## 6. Business Continuity

- [ ] Cutover runbook finalized and distributed
- [ ] Legacy system access plan during parallel period (read-only, export only)
- [ ] Rollback criteria and decision authority confirmed
- [ ] Go/no-go meeting scheduled with required attendees
- [ ] Customer and vendor communication sent if applicable
- [ ] Printed quick-start guides available for floor and front-office staff

## 7. Support Readiness

- [ ] Hypercare schedule published (coverage hours, contacts)
- [ ] Help desk ticket category and priority definitions set
- [ ] Escalation path documented (L1 → L2 → partner → vendor)
- [ ] Known issues and workarounds published to all users
- [ ] Super-users or champions identified per department
- [ ] Post go-live review meeting scheduled (Day 7 and Day 30)

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## Go / No-Go Decision

**Validation completed by:** _______________  **Date:** _______________

| Check | Pass | Fail | N/A |
|-------|------|------|-----|
| UAT sign-off | [ ] | [ ] | [ ] |
| Data validation | [ ] | [ ] | [ ] |
| Integrations | [ ] | [ ] | [ ] |
| Security | [ ] | [ ] | [ ] |
| Infrastructure | [ ] | [ ] | [ ] |
| Support readiness | [ ] | [ ] | [ ] |

**Decision:** [ ] GO  [ ] NO-GO  [ ] GO with conditions

**Conditions (if applicable):**

**Authorized by (Executive sponsor):** _______________  **Date:** _______________