Resources · Lesson

Checklists

Quick answer

Practical checklists for installation, connector onboarding, go-live and audit readiness so nothing is missed.

Key takeaways

Install and go-live checklists
Connector onboarding checklist
Audit-readiness checklist
Reduce missed steps

These checklists turn hard-won experience into repeatable steps, covering installation, connector onboarding, go-live and audit readiness, so the small things that cause big problems are not missed under pressure.

What you get

Installation and go-live checklists
Connector onboarding checklist
Audit-readiness checklist
Sign-off structure for each phase

How to use them

Run the relevant checklist at each project phase and sign off each item. They pair naturally with the Best Practices module, and provide ready-made evidence that a controlled process was followed.

Common pitfalls

Treating checklists as optional when under time pressure.
Not updating them as your process matures.
Signing off without actually checking.

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Check your understanding

What checklists are provided?
- A. They make experience repeatable and prevent missed steps.
- B. At each project phase, signing off each item.
- C. Installation, connector onboarding, go-live and audit-readiness.
Show answer
C. Installation, connector onboarding, go-live and audit-readiness.
Installation, connector onboarding, go-live and audit-readiness.
Why use checklists?
- A. They make experience repeatable and prevent missed steps.
- B. At each project phase, signing off each item.
- C. Installation, connector onboarding, go-live and audit-readiness.
Show answer
A. They make experience repeatable and prevent missed steps.
They make experience repeatable and prevent missed steps.
When to use them?
- A. Installation, connector onboarding, go-live and audit-readiness.
- B. At each project phase, signing off each item.
- C. They make experience repeatable and prevent missed steps.
Show answer
B. At each project phase, signing off each item.
At each project phase, signing off each item.

Frequently asked questions

What does the term Checklists refer to in SailPoint?

What is worth remembering about Checklists in practice?

Run the relevant checklist at each project phase and sign off each item.

What tends to go wrong with Checklists?

Treating checklists as optional when under time pressure. Not updating them as your process matures. Signing off without actually checking.