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New PSA Tool Module Configuration

System Requirements

Verify that the new module is compatible with the current software version.

Ensure that the hardware requirements are met for optimal performance.

Check for any additional software dependencies needed for the module to function properly.

User Access and Permissions

Define user roles and permissions for accessing the new module.

Assign appropriate access levels to users based on their roles within the organization.

Test user access to ensure that permissions are configured correctly.

Module Settings and Configuration

Customize module settings to align with the organization's specific requirements.

Configure any required integrations with other tools or systems.

Set up any automation rules or workflows within the module.

Data Migration and Import

Plan and execute data migration from the old system to the new module.

Validate data integrity after migration to ensure accuracy.

Import any additional data needed for the module to function properly.

Training and Documentation

Provide training sessions for users on how to use the new module.

Create user manuals or documentation to assist with module usage.

Offer ongoing support for users as they familiarize themselves with the new module.

Testing and Quality Assurance

Conduct thorough testing of the new module to identify any bugs or issues.

Perform user acceptance testing to ensure that the module meets user expectations.

Implement any necessary fixes or updates based on testing feedback.

Go-Live and Rollout

Develop a rollout plan for launching the new module to users.

Communicate changes and updates to users in advance of the go-live date.

Monitor system performance after the go-live to address any issues promptly.

Post-Implementation Review

Conduct a post-implementation review to evaluate the success of the module configuration.

Gather feedback from users on their experience with the new module.

Identify any areas for improvement or additional training needs.

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