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Administrator Pre-Go-Live Checklist

Posted
Updated
ByAdrian Sole

Use this checklist before the council begins relying on LocoDELEGATIONS. Screens and labels may vary slightly as the application is updated.

Administrator tutorial 9

Pre-go-live checks and ongoing assurance

Use ownership checks, supporting evidence, access controls, visibility settings, reports and a regular review cycle to keep the register reliable.

Use the CC control in the video player to show or hide English captions.

Microsoft Entra ID is optional. Councils can manage local user accounts without Microsoft Entra ID. Complete the Entra ID and single sign-on checks only if the council has chosen that access method.

1. Confirm ownership and scope

  • Name the council owner responsible for each register and the person responsible for ongoing administration.
  • Confirm the scope includes every Act, section, Bylaw, Warrant, General Delegation and Financial Delegation the council intends to rely on.
  • Agree who can approve changes and who will complete periodic reviews.

2. Check completeness and supporting evidence

  • Confirm required legislation and sections exist and are current.
  • Check that delegation assignments use the correct council roles or approved delegate groups.
  • Attach the relevant resolution, memo, policy or other approval evidence.
  • Check issue dates, review dates, limits, hierarchy and sort order where they apply.

3. Verify roles and user access

  • Confirm roles, Role Groups, Role Teams and Delegate Groups reflect the current organisation.
  • Review all active users and grant Administrator, Editor or User Manager access only where required.
  • Deactivate accounts that are no longer needed.
  • Test local accounts. If the council has chosen Microsoft Entra ID, separately complete the SSO and Just-in-Time provisioning tests using approved test accounts.

4. Confirm branding and public visibility

  • Check the council logo, banner and footer treatment.
  • Confirm whether Financial Delegations should be publicly available.
  • Review a sample of public records to make sure only the intended information is visible.

5. Run assurance reports

  • Review regulations without delegations and updated legislation.
  • Check upcoming Bylaw reviews and Warrants due for review.
  • Review role assignments and Financial Delegations for gaps or inconsistencies.
  • Use History to confirm important changes are traceable without exposing personal user details in public material.

6. Complete final sign-off

  • Record any remaining issues, owners and due dates.
  • Obtain the council’s operational and governance sign-off.
  • Agree the post-launch support process and the recurring review cycle.

A reliable register depends on active ownership, current evidence and scheduled review after go-live—not only the initial system configuration.

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