Checklist for Certifying a new Operating System for use with CU*BASE GOLD

Transcription

1 CU*Answers Best Practices Standards and Guidelines for Clients and Third-Party Vendors Checklist for Certifying a new Operating System for use with CU*BASE GOLD Revised February 6, 2015 A Message to CEOs and IT Managers From Randy Karnes, CU*Answers CEO When is it safe to buy a PC with a non-cu*answers certified Windows operating system? Define safe! It might seem like a copout, but I don t think it is. With most new operating system versions, there are always early adopters among credit unions and even our own staff at CU*Answers that are using the new O/S ahead of any formal certification process. In most cases these new PCs work great. I have a Windows 8 machine myself, here and at home, that I use for my job. But I wouldn t say I have certified it for every function that CU*BASE solutions require. So there s always a disclaimer when a credit union purchases ahead of formal certification: some element of the new operating system may need to be addressed, since potential conflicts have not yet been ruled out. Does that make you feel unsafe in buying some trial machines and testing it for yourself? If your answer s yes, then wait for a certification. But if you re like me and not bothered by that, then move forward with an in-the-field certification of your own...and let us know what you find! In many cases it s not CU*BASE functionality you need to be the most concerned about, so think it through. What other software does your team use every day, with or without CU*BASE? For example, I would always validate with edoc or CU*Answers Image Solutions that your imaging solutions are ready for the new operating system. You also need to consider things like drivers for your printers and other ancillary devices. I knew one employee who had a beloved mouse that she had to replace because there was no longer a workable driver available under the new O/S. This document provides a glimpse into what our teams go through if we decide to certify a new version of the Windows O/S. In some cases our evaluation of the buzz surrounding a new O/S might even lead us to pass on a particular version and wait for what s coming next, as we did with Windows 8 for a long time, in anticipation of the next big thing Microsoft kept promising. So how can we work together on this even before we decide whether to certify or not? Perhaps start by running through our checklist yourself and sharing with us what you find. (Who knows, we might even pay your team to do the first pass on the certification process!)

2 CU*Answers Best Practices (continued) 2 of 5 Purpose This document outlines a typical set of procedures used to evaluate a new Microsoft Windows operating system for use with CU*BASE GOLD and its related software tools. Testing Checklist This list is intended to illustrate the scope of all the areas that need to be reviewed when evaluating a new operating system. It is based on testing from prior upgrades and may not be a complete listing of verifications that would actually be completed during certification of any given upgrade in the future. Pass/Fail Testing Task Located on all screens Back Arrow Forward Arrow Cancel Timeout Network Links Online Help Help Answer Book Located across bottom of all menus Custom Menu Loan Quoter Main Menu Phone Operator Preferences Rate Sign Off MNSERV Posting Credit union look up Last ten accounts Function keys Shortcut Keys ing forms correctly #21 Work Online Banking Apps/Request Viewing credit reports Run member through the blocked persons database Pop Ups

3 CU*Answers Best Practices (continued) 3 of 5 Function Keys Shortcut Keys Miscellaneous Accessing CU*Answers Website from login screen and arrows on multiple screens Color schemes match address links URL Links Security Exporting reports to QUERYXX library, for Member Reach Graphs (such as ones on dashboards located on menu MNMGMA) Exporting to Excel PDF exports My Favorites - load and save ing Notices Checks Statements Loan Statement Notices (HELOCs MNPRTC #7) Loan Coupons Misc. Member Account Forms auto/mail checks Reports/Queries Member Connect Master library of Talking Points, procedures, sales info estatement enrollment Pulling credit reports CU*Spy (verify different outputs: PDF, HTML, Back Page) edoc reports functioning WMail WCalendar Lending Functions Last ten accounts accessed lookup Function keys Shortcut keys Operations Tools Postings for ACH, Checking, Payroll CU Configurations On-Demand Processing Statement Processing BOD/EOD/EOM Changing of process date

4 CU*Answers Best Practices (continued) 4 of 5 Custom Loan Forms Verify Custom Screens Forms Loan Letter Loan Legal Application Letter Application Legal Member (share) Letter Member (share) Legal WCUL forms CU*BASE Application CU*BASE Worksheet Blank forms (MNLOAN #20/Option 14) SearchLink (fetching archived document images) Verify ID Teller Phone Op e-receipts Phone Op Teller Audit idocvault (accessing the document archive) Retrieve IDs View IDs Retrieve Receipts View Receipts Receipt ProDOC (scanning document images) Receipts Signature Fields display on left Correct data in fields with signatures without signatures original files Masking Logo Signature

5 CU*Answers Best Practices (continued) 5 of 5 Imaging Solutions Forms Pending Save Cancel Signatures Related Materials Following are related Best Practices that should also be reviewed. All are available via CU*BASE Network, Hardware, and Training Specifications