System Implementation Form

Overview

This form captures the key details needed to brief the Technical Team when creating a new Claritum System implementation.

Audience

• Systems Implementors

System Implementation Form

Technical Checklist

• Main System hostname
• Test System hostname
• Job reference format (J/1234)
• Quote reference format (E/1234)
• Purchase Order Number format (PO/1234)
• Invoice Number format (I/1234)
• Client's address
• Client's Tax Number
• Base currency
• Base timezone
• Metric or Imperial

Users

• Super-Users
• Support Portal Users (full name & email address)

Sourcing

Branding

• Logo & Banner
• Base PDF stationery
• Customer-specific PDF stationery

System Implementation Spreadsheet.xlsx