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# Go-Live Checklist
Use this checklist to validate your Moveworks assistant end to end before you announce it to end users. Work through each section in order: start by quieting the assistant, confirm every configured capability behaves as expected, flip the go-live date, and then re-enable proactive notifications.
Confirm Proactive Notifications are off before you start running validation tests. Leaving them on risks sending test notifications to real end users.
Navigate to **Chat Platforms > Notification Settings** and disable all proactive notifications except for Employee Comms.
***
## 1. Access Account
Validate every Access Account plugin flow configured for this tenant.
| Task | Notes |
| ---------------------------- | ----------------------------------------------- |
| Password Expiration Reminder | — |
| Check dashboard | Confirm events are flowing through as expected. |
| Forgot Password | — |
| Unlock Account | — |
## 2. Proactive Notifications
| Task | Notes |
| ------------------- | --------------------------------------------------------------------------- |
| Configured | Confirm proactive notification rules are set up for the intended scenarios. |
| Check dashboard | Confirm notifications appear in the dashboard with no delivery errors. |
| Permissions granted | Test the API or LDAP call and confirm there are no permissions errors. |
## 3. MFA Reset
| Task | Notes |
| ---------- | ----- |
| Triggering | — |
## 4. Access Software
| Task | Notes |
| ------------------------------- | ----- |
| Provisioning (added to group) | — |
| Ticket creation (if applicable) | — |
## 5. Answers
### Internal Knowledge Base
| Task | Notes |
| --------------------------- | ------------------------------------------------------------------------------------------------ |
| Number of articles expected | Record the count for reference. |
| Number of articles ingested | Compare against expected count. |
| Example utterance | Record a working query. |
| Verify KB Link | Click on a KB link provided by the assistant and verify it lands users at the correct KB/portal. |
### External Knowledge Base
| Task | Notes |
| ----------------- | ----- |
| Example utterance | — |
### FAQs
| Task | Notes |
| ---------------------------- | ----- |
| Confirm FAQs are retrievable | — |
### Files
| Task | Notes |
| ----------------------------- | ------------------------------- |
| Number of files expected | Record the count for reference. |
| Number of files ingested | Compare against expected count. |
| Confirm files are retrievable | — |
## 6. Forms
### Form Ingestion
| Task | Notes |
| ----------------------------- | ---------------------------------------------------------------------------------------------------- |
| Number of forms expected | Record the count for reference. |
| Number of forms ingested | Compare against expected count. |
| Confirm forms are retrievable | — |
| Verify Form Link | Click on a Form link provided by the assistant and verify it lands users at the correct Form/portal. |
### Form Triggers
| Task | Notes |
| ------------------------------ | ----- |
| Form triggers fire as expected | — |
### Submission
| Task | Notes |
| ------------------------------------ | ----- |
| `Requested_for` user is set properly | — |
| Receipt in portal & assistant | — |
## 7. Concierge
| Task | Notes |
| ----------------------------------------------------------------------- | --------------------------------------------------------- |
| INC backstop filing (Chat/Web UI) | — |
| RITM backstop filing (Chat/Web UI) | For non-SNOW customers, test every issue type configured. |
| UTC timezone check | — |
| Add comment via Chat (INC, RITM) | For non-SNOW customers, test every issue type configured. |
| Transition ticket from `WAITING_FOR_USER` → `WIP` | — |
| Close ticket via Chat (INC, RITM) | Resolution and Assignee fields set. |
| Close ticket via Chat (INC, RITM) — all states and issue types | — |
| Close ticket via Web UI (INC, RITM) | For non-SNOW customers, test every issue type configured. |
| Reopen ticket (INC, RITM) | For non-SNOW customers, test every issue type configured. |
| Concierge notification | — |
| Query all tickets via `"Check the status of my tickets"` | — |
| Logical response to basic queries like `"Help"` and `"What can you do"` | — |
## 8. User Validations
| Task | Notes |
| -------------------------- | ----- |
| ITSM, IDAM, Chat, Timezone | — |
## 9. Smart Handoff
| Task | Notes |
| --------------------------------- | ----- |
| Backstop shows options configured | — |
### Access Groups
| Task | Notes |
| --------- | ----- |
| Create DL | — |
| Add DL | — |
| Remove DL | — |
## 10. Lookups
| Task | Notes |
| ----------------- | ----- |
| User by full name | — |
## 11. MyMoveworks
### Licensing
| Task | Notes |
| -------------------------------------------------------------------------------------------- | ----- |
| Check granted licenses & apps against SKUs | — |
| Grant access for Creator Studio, Bot Analytics, Moveworks Setup, and Employee Communications | — |
### Access
| Task | Notes |
| --------------------------------------------------- | ----- |
| Grant access for CSE, IM, and customer stakeholders | — |
## 12. Moveworks for Web
| Task | Notes |
| ------------------------------- | ----- |
| Widget appears | — |
| Assistant avatar updated | — |
| Branding & color scheme updated | — |
## 13. Enterprise Approvals
| Task | Notes |
| ------------------------------------------------- | --------------------------------------------------------------------------- |
| Polling — check dashboard | — |
| Live check — for every configured approval system | — |
| Create approval | — |
| Check Kibana logs | Binary logs with `org_name` and `payload_type=ApprovalRecordEvent` filters. |
| Confirm approval ID | — |
## 14. ACLs
| Task | Notes |
| ----------------- | ----- |
| KB hidden/shown | — |
| Form hidden/shown | — |
## 15. Multilingual Support (MLS)
| Task | Notes |
| ----------------------- | ----- |
| Language detection | — |
| External KBs translated | — |
| Internal KBs translated | — |
| Ticket file translation | — |
| On-the-fly translation | — |
## 16. Channel Resolver
### Automatic
| Task | Notes |
| ----------------------------------- | ----- |
| Ticket comments sync — Slack → ITSM | — |
| Ticket comments sync — ITSM → Slack | — |
| Ticket created | — |
| Emoji added for resolved ticket | — |
| Emoji added for not helpful | — |
| Emoji added for no resolution | — |
### Manual
| Task | Notes |
| ----------------------------------- | ----- |
| Ticket comments sync — Slack → ITSM | — |
| Ticket comments sync — ITSM → Slack | — |
| Ticket created with emoji | — |
| Emoji added for resolved ticket | — |
| Emoji added for not helpful | — |
| Emoji added for no resolution | — |
### Analytics
| Task | Notes |
| -------------------------- | ----- |
| Channel Resolver analytics | — |
***
## 17. Flip the Go-Live Switch
| Task | Notes |
| ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------ |
| Add the go-live date and set Onboarding Stage to Live | Navigate to **Tenant Settings > General Information** and update both fields before announcing launch. |
## 18. After the Launch Announcement
Once the launch announcement is sent to end users, complete the final step to restore proactive notifications.
| Task | Notes |
| ---------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| Confirm proactive notifications are re-enabled | Navigate to **Chat Platforms > Notification Settings** and re-enable the proactive notifications you disabled earlier. |
Once every item above is signed off and proactive notifications are back on, your Moveworks assistant is live for end users.