Working sheet / 01

Software shortlist

Use these questions during a trial. A tick records a question you have answered; it is not a vendor rating.

Tick each item after you have retained the supporting notes in your own records. This page stores nothing; refreshing clears the ticks. Print a copy if you need to keep it.

• We tested one complete workflow with representative data.
• We assigned an owner for updates and recovery.
• We exported records and opened them outside the product.
• We recorded licence, hosting and support costs.
• We tested removing a user and revoking access.
• We documented an alternative if the supplier closes.

0 of 6 questions reviewed

After the review

Record the unanswered questions, name an owner for each and set a review date. Do not treat an unchecked item as a failure or a checked item as independent assurance. The notes behind the decision matter.