Print tip: Ctrl+P → Save as PDF · Check "Background graphics" for colours.
Phase 1 — Foundation / चरण 1 — आधार
साइट और सभी यूनिट दर्ज करें — बिलिंग की नींव
Site created (Society setup → Sites)
All units loaded (manual or Onboarding import ZIP)
Unit count matches society register
Resident profiles started (for app / visitors)
Completed by:
Date:
Phase 2 — People & access / चरण 2 — लोग और अधिकार
सचिव, कोषाध्यक्ष, स्टाफ, गार्ड — अलग लॉगिन और role
Secretary user + role tenant-secretary
Treasurer user + role tenant-treasurer
Office staff (if any) + tenant-staff
Guard user(s) + tenant-guard (one per gate device)
Secretary login — menu visible
Treasurer login — Finance menu visible
MC Admin sign:
Date:
Phase 3 — Security & gate / चरण 3 — सुरक्षा
गेट, वाहन पास, विज़िटर QR — एक टेस्ट IN/OUT
Gates configured (or N/A — module not licensed)
Vehicle passes (if used)
Gate pass / visitor settings reviewed
Test visitor IN logged
Test visitor OUT logged
Guards trained on QR / search
Security incharge:
Date:
Phase 4 — Operations / चरण 4 — संचालन
हैल्पडेस्क, फ्लीट, यूटिलिटी — लाइसेंस अनुसार
Helpdesk categories + assignee staff
Test ticket created and closed
Fleet vehicles (if MOD-FLT-001)
Utility meters opening readings (if licensed)
Operations lead:
Date:
Phase 5 — Finance / चरण 5 — वित्त
कोषाध्यक्ष — बिलिंग हेड, नियम, पहला बिल, कैश बुक
Billing heads defined
Billing rules linked to units
Billing calendar / due dates set
First maintenance invoice run
Sample payment intimation recorded
Cash book opening balance
GL / Tally (if licensed) — chart mapped
Treasurer sign:
Date:
Phase 6 — Optional modules / चरण 6 — वैकल्पिक
केवल खरीदे गए मॉड्यूल — amenity, parking, payroll…
Amenities — classes, slots, test booking
Parking — zones, slots, allocations
Payroll — profiles, test run (if HR licensed)
Governance — notices / meetings template
Procurement — vendors, inventory (if licensed)
Phase 7 — Go-live / चरण 7 — गो-लाइव
डैशबोर्ड, नोटिफिकेशन, MC साइन-ऑफ
Dashboard widgets configured (admin + treasurer)
Notification templates (SMS/email) reviewed
Residents informed (app / notice)
Creataum support path shared with MC
Implementation training sessions completed
MC go-live sign-off
MC Chairman / Secretary:
Go-live date:
Creataum implementation lead:
Date: