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Test migration review

Chris Horroll
Chris Horroll
  • Updated

Your project coordinator will arrange for either your migrations analyst or a trainer to contact you, to outline the structure of the test migration review. This will be done with support/video conferencing applications, allowing us access onto your computer, to work together during the initial review process.  

They will be able to walk you around your demo system, advise you as to the specific areas of your demo system that require inspection and answer any questions or concerns you may have.  

Once the test migration review has been completed, you'll be advised to continue personally reviewing your Jupix demo database, highlighting any further errors you may find as soon as possible with your migrations analyst.  

When testing, if any discrepancies are reported, we will make those changes where possible, and present the updated data in your test system for you to review again, or continue reviewing where you left off. This process can be done as many times as required, to make sure we have everything as correct as possible, ready for your go live.

We would strongly recommend you review and run through the Test migration - data review checklist  article to help you to facilitate the checking process. 

Your migrations analyst will also send you a Test Migration Sign-Off Report, which requires completing and signing off as you review each section of your test system.

Test Migration Review Process - Sales

Log into the Jupix test system using the company username, demo username and demo password.

This article includes: 

Property records

The main points to review on the Property record are as follows (where applicable):

  • Are the number of Active and/or Archived properties correct
  • Are the property statuses and rent prices correct
  • Are the vendor details correct
  • Are the composition details correct
  • Are any Viewings / Offers / Sales correct
  • Are any property notes displaying correctly

To check the sales properties:

  1. Click the Residential Sales department tab. If you use Jupix for both Sales and Lettings, Jupix will - by default - open in Residential Sales
  2. Click Property on the main homebar

  3. This will bring up the Property search function. Without entering any search criteria in the Find bar, click Go



  4. An overview screen appears with all the Active sales properties listed

  5. Check the correct number of property records are displaying (see below)

  6. Click the Archived tickbox to the left of the screen to view the Property totals when archived records are included
  7. Check the Prices, property Status and Vendor Details are correct on a selection of properties

  8. Click View to check the property specifics on the property record. This will open the overview screen of your selected property

  9. From this overview, you can scroll down the page to check all of the property details.  Another way to do this is to use the tabs provided to split the property details into smaller sections

  10. From here, you can check that all the data pertaining to that property is correct.  Viewings / Offers / Sales for the property will be found in the relevant tabs (where applicable). Room information can be found at the bottom of the Details tab if your system held specific room information before the migration.
    You may also find some notes within the Details section as well as the property description.  If you're expecting to see a note in here but can't, you should also check the Notes tab on the far right as it may have been added to this section

Vendor records

The main points to review on the Vendor record are as follows (where applicable):

  • Are the number of Active and/or Archived vendors correct
  • Are the contact / property details correct
  • Are the solicitor details correct
  • Are any vendor notes displaying correctly

To check the vendor specifics:

  1. Click Vendors on the main homebar
  2. This will bring up the Vendors search function. Without entering any search criteria in the Find bar, click Go



  3. On your chosen vendor, click View to check the vendor specifics

Applicant records

The main points to review on the Applicants record are (where applicable):

  • Are the number of Active and/or Archived Applicants correct
  • Are the applicant status and criteria correct
  • Are the composition details correct
  • Are any Viewings / Offers / Sales correct
  • Are any applicant notes displaying correctly

To check the applicant specifics:

  1. Click Applicants on the main homebar
  2. This will bring up the Applicants search function. Without entering any search criteria in the Find bar, click Go



  3. On your chosen applicant, click View to check the applicant specifics

Please use the following document to help you review your data - Jupix Data Test Sales.docx.  
Update the yellow sections in the document as you go through the data.

Test Migration Review Process - Lettings

Log into the Jupix test system using the company username, demo username and demo password.

This article includes: 

Property records

The main points to review on the Property record are as follows (where applicable):

  • Are the number of Active and/or Archived properties correct
  • Are the property statuses and rent prices correct
  • Are the landlord details correct
  • Are the composition details correct
  • Are any Viewings and/or Applications correct
  • Are any property notes displaying correctly

 To check the lettings properties:

  1. Click the Residential Lettings department tab. If you use Jupix for both Sales and Lettings, Jupix will - by default - open in Residential Sales
  2. Click Property on the main homebar

  3. This will bring up the Property search function. Without entering any search criteria in the Find bar, click Go



  4. An overview screen appears with all the Active lettings properties listed

  5. Check the correct number of property records are displaying (see above)
  6. Click the Archived tickbox to the left of the screen to view the Property totals when archived records are included

  7. Check the Rent, property Status and Landlord Details are correct on a selection of properties
  8. Click View to check the property specifics on the property record. This will open the overview screen of your selected property

  9. From this overview, you can scroll down the page to check all of the property details.  Another way to do this is to use the tabs provided to split the property details into smaller sections

  10. From here, you can check that all the data pertaining to that property is correct.  Viewings / Applications for the property will be found in the relevant tabs (where applicable). Room information can be found at the bottom of the Details tab if your system held specific room information before the migration.
    You may also find some notes within the Details section as well as the property description.  If you're expecting to see a note in here but can't, you should also check the Notes tab on the far right as it may have been added to this section

Applicant records

The main points to review on the Applicants record are (where applicable):

  • Are the number of Active and/or Archived Applicants correct
  • Are the applicant status and criteria correct
  • Are the composition details correct
  • Are any Viewings correct
  • Are any applicant notes displaying correctly

To check the applicant specifics:

  1. Click Applicants on the main homebar
  2. This will bring up the Applicants search function. Without entering any search criteria in the Find bar, click Go



  3. On your chosen applicant, click View to check the applicant specifics

Landlord records

The main points to review on the Landlord record are as follows (where applicable):

  • Are the number of Active and/or Archived landlords correct
  • Are the contact / property details correct
  • Are the solicitor details correct
  • Are any landlord notes displaying correctly

To check the landlord specifics:

  1. Click Landlords on the main homebar
  2. This will bring up the Landlords search function. Without entering any search criteria in the Find bar, click Go



  3. On your chosen landlord, click View to check the landlord specifics

Tenancy records

The main points to review on the Tenancy records are as follows (where applicable):

  • Are the number of tenancies per status type correct
  • Are the tenancy date(s) correct
  • Are the tenancy details correct
  • Are the tenancy management types correct
  • Are any tenancy notes displaying correctly

To check tenancy specifics:

  1. Click Tenancies on the main homebar
  2. This will bring up the Tenancies search function. Without entering any search criteria in the Find bar, click Go



  3. Click View to the far right of the tenant to view Guarantor details and the tenants information

Please use the following document to help you review your data - Jupix Data Test Lettings.docx.  
Update the yellow sections in the document as you go through the data.