SayPro Customization Report Template

SayPro Templates to Use: Customization Report Template: A report template to document the changes made to the software, including features and functionalities that were customized.

Customization Report Template

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Report Title:
SayPro Customization Report

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Prepared By:
Name of the person who prepared the report

Date:
Date of report creation

Version:
Version of the SayPro software being customized

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1. Introduction

This section gives a brief overview of the customizations being reported.

• Purpose of Customization:
  Why the customization is necessary, e.g., client request, internal improvement, bug fix, etc.
• Scope of Customization:
  An overview of the extent of customization. This could be one feature, multiple features, or a system-wide adjustment.

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2. Customized Features and Functionalities

For each feature or functionality that was customized, the following details should be provided:

• Feature/Functionality Name:
  Provide the name or description of the feature or functionality that was customized.
• Description of Original Feature:
  Detail the original functionality of the feature before any customization. What was its behavior? How was it used by the end user?
• Customization Details:
  Explain the changes made to the original feature. This includes code changes, UI adjustments, new integrations, or any modifications to existing functionalities.
• Reason for Customization:
  Explain why the feature needed to be customized, whether it was due to user feedback, business requirement, or technical limitations.
• Impact of Customization:
  Describe how the customization impacts the overall system, user experience, or performance. This can include improvements or potential side effects on related features.

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3. Technical Details of Customizations

This section dives into the technical specifics of the customizations made. This could be useful for developers and system administrators to understand the implementation.

• Platform/Environment:
  The platform on which SayPro is hosted (e.g., Cloud, on-premise server).
• Technologies Used:
  Describe any new technologies or frameworks integrated into the system as part of the customization (e.g., a new database, programming languages, or software libraries).
• Code Changes/Modifications:
  List key code changes made during the customization. Provide examples or snippets, if applicable.
• Configuration Changes:
  List any changes made in system configurations, such as settings in the backend, API modifications, or updates to data models.
• Testing Details:
  Detail the testing process conducted for the customized features, including the types of testing (e.g., unit testing, integration testing) and results.

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4. User Interface (UI) Modifications

If the customization involved changes to the user interface, the following details should be provided:

• UI Element(s) Changed:
  Describe which UI components were modified (e.g., buttons, forms, dropdown menus, dashboards).
• Description of Changes:
  Provide a description of the visual and functional changes made. Include before-and-after screenshots or mockups if applicable.
• Reason for UI Changes:
  Explain why the UI needed adjustments. This could include user experience improvements, branding updates, or accessibility requirements.

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5. Integration Modifications

If customizations involved integrations with third-party software or systems:

• External Systems Integrated:
  List any external systems or APIs integrated with SayPro as part of the customization (e.g., payment gateways, CRM systems).
• Integration Details:
  Provide detailed information about the integration: how it works, data flow, any new endpoints added, etc.
• Reason for Integration:
  Explain why the integration was necessary for the customizations (e.g., to automate workflows, improve data accuracy, etc.).
• Testing and Validation:
  Describe how the integration was tested and validated for proper functionality.

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6. Customization Testing and Validation

• Test Cases and Scenarios:
  Describe the key test cases developed to ensure the customizations work as expected. This section should include test scenarios for both functional and non-functional aspects.
• Bug Fixes and Issues:
  List any bugs or issues identified during testing. Include any resolutions and notes on the impact of these issues on the software.
• User Acceptance Testing (UAT):
  Explain the process for UAT, including which stakeholders were involved and what the feedback was from users.
• Performance Metrics:
  If applicable, provide any performance improvements or degradation measurements (e.g., page load times, system response times, etc.).

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7. Documentation and Training

• User Documentation Updates:
  Describe any updates made to the user documentation to reflect the customizations, such as new features, workflows, or instructions.
• Training Materials:
  List any new or updated training materials created for users and administrators to help them understand the customizations.

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8. Future Recommendations

Provide any suggestions for future improvements, upgrades, or further customizations based on the current changes.

• Further Customizations:
  If there are any features or functionalities that might require additional customization, list them here.
• Enhancements:
  Suggestions for enhancing the current customizations, such as performance optimizations or UI refinements.
• Maintenance Considerations:
  Outline any long-term maintenance or monitoring needed to ensure the customizations continue to work smoothly.

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9. Approval and Sign-Off

Include an area for approval from stakeholders or decision-makers.

• Approved By:
  List the names and titles of individuals who need to approve the customization.
• Sign-Off Date:
  Date when the customization was formally approved and signed off.