CLSIS to CLASS Migration Checklist

1. Check your current workers and users have been correctly migrated. Randomly choose some existing user and workers  in CLSIS and verifying them in CLASS.

Make sure that their details correspond correctly. See User Management page on how to Search for them in CLASS. 

2. Verify your client data by taking samples from random selections in CLSIS and checking against CLASS Clients. All clients in CLSIS should exist in CLASS.

Ensure that their details are consistent in CLASS and CLSIS. For instructions on how to search for clients see Searching Clients. 

3. Verify your services are correct by taking random selections in CLSIS and checking against CLASS Services. For instructions on how to search for clients see Search Services instructions. It is important to remember that they will have new Service IDs when they are migrated to CLASS therefore the first and last name is the best way to verify.

4. Check and verify your custom fields. All custom fields from CLASS have been migrated to CLASS they can be found on the Services and Clients page . The details from the custom fields will be under a section called Custom fields in CLASS. See Custom Fields