Launch and Go-Live Checklist

This checklist is to be completed after going through the Get Started series:

  1. Introduction to DirectScale
  2. Initial Setup Checklist
  3. Web Office Customization Checklist

Follow this checklist to ready your system to launch and go live.

You can check each box next to the task to keep track of your progress for each section.

Important: If you have any questions or need assistance with any of the checklist items, contact Customer Care.

Warning: It’s vital to clear your browser’s cache after each test. Failure to do so may result in errors.

Enrollment and Shopping

For Corporate Admin, check if Associate enrollment and Tree placement are working correctly.

Complete Enrollment forms for each Associate Type.

Complete guest checkout in your shops.

Add a new Associate in Corporate Admin.

Ensure proper Tree placement for new enrollees in Corporate Admin.

Web Office

Test that the Web Office’s content is working and loading correctly.

Web Office loads as expected.

Default {webalias} loads and works as expected.

All Web Office navigation and links work and target pages; content correctly loads.

Web Office links the Associate’s Shop as expected (via Team Dashboard > Marketing Sites widget).

Sign off on Web Office desktop view (all content, links, and user content types).

Sign off on Web Office mobile view (all content, links, and user content types).

Ordering and AutoShip

In Web Office and Corporate Admin, test order/AutoShip placement/management.

Complete an Associate order in Web Office with a new payment card.

(If applicable) Complete an Associate order in Web Office with a migrated tokenized card.

Place an Associate order in Corporate Admin.

Refund an order from Corporate Admin.

Add a new AutoShip in Web Office.

Add a new AutoShip in Corporate Admin.

Edit an existing AutoShip in Web Office (change product and payment info).

Delete an AutoShip in Corporate Admin.

(If business rules allow) Delete an AutoShip in Web Office.

Successfully process an AutoShip order in Corporate Admin.

Trigger the daily run to process waiting AutoShips and ensure orders are created.

Communication & Notifications

Test the reception of emails and notification from orders/enrollment in Corporate Admin, Web Office, and your Shop.

Email receipt is received for a new order.

Email is received when AutoShip is processed.

Email is received when enrollment is completed.

Notification received when an Associate gains a new rank.

Send message to an Associate in downline in Web Office.

Received new Associate notifications.

Received new associate notifications.

Reports

Test report creation in Web Office and Corporate Admin and add Quick Reports in Web Office Admin.

Confirm that Quick Reports can be added and work correctly.

Create new custom report in Web Office.

Create new custom report in Corporate Admin.

Stats / Volumes / Trees

Test volume and stats incrementing and Tree placing in Corporate Admin and Web Office.

Placing a new personal order increments key volumes (PV, GV and CV) as expected.

Placing an order in somewhere in the downline increments key volumes (GV, CV, DV) as expected.

Stats box displays in Corporate Admin Associate Detail page and values match the KPIs in the Home > Business Snapshot widget in Web Office.

Rank advancement percentage is increased as expected from an order placed.

Rank advancement percentage is increasing as expected from new enrollments.

Placement Suite is configured to business rules and works correctly.

Visual Tree in Web Office is configured to business rules and works correctly.

General Web Office

Test general Web Office functionality.

All navigation links work.

Social networking links work.

Test Associate search function.

Team Dashboard loads and links work correctly.

Communication settings all perform as expected.

Training Courses and Widget links work correctly.

Associates can manage their account (update username, password, email, contact info).

General Corporate Admin

Test general Corporate Admin functionality.

Associate search works for Name, ID and Phone Number.

Employee admin can edit Associate personal information.

Associate statuses can be updated.

Passwords for Web Office can be reset.

Inventory items can be created and added to stores.

Commissions

Test your compensation plan and commission payments in Corporate Admin and Web Office.

Confirm rank names and requirements show correctly in Web Office.

Test each commission plan bonus.

Test commissions calculation.

Test paying commissions to a new account.

(If applicable) Test paying commissions to migrated account.

Verify all key volumes are showing correctly in Corporate Admin Associate’s Detail page.

Verify all key volumes are showing correctly in Web Office (such as Business Snapshot and Quick Reports).

Check that Associate stats are running in Corporate Admin Associate Detail page.

Sign off on compensation plan (programming, volume calculation, payout, etc.).

Integrations

Audit and sign off on payment processing/commission payment merchant, shipping, and tax integrations with your DirectScale account manager.

Audit payment processor merchant integration with DirectScale contact.

Sign off on payment processor merchant integration.

Audit commission merchant integration with DirectScale contact.

Sign off on commission merchant integration.

Audit shipping/third-party logistics (3PL) integration with DirectScale contact.

Sign off on 3PL and Shipping integration.

Audit tax integration with DirectScale contact.

Sign off on tax integration.

(If applicable) Audit data migration with DirectScale contact.

(If applicable) Sign off on data migration.

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