Routine updates help address defects and security issues, but changes should be tested and recoverable. Back up first and keep a clear rollback plan. ## Step-by-step instructions 1. List the site’s framework, plugins, libraries, and hosting dependencies. 2. Review update notes and known compatibility requirements. 3. Create a restorable backup and test changes in staging when possible. 4. Apply updates in a controlled order. 5. Test login, forms, payments, navigation, and important pages. 6. Monitor logs after release and roll back if a critical workflow fails. ## Final checks - Test the result in a realistic situation before relying on it. - Keep a note of any settings or decisions that need future review. - Recheck the process when your tools, hosting, or requirements change.
Developer handover checklist
- Keep source code in version control and document setup and configuration.
- Store secrets outside source code and restrict access to credentials.
- Test important business rules, validation, permissions, and failure paths.
- Log diagnostic details without exposing passwords, tokens, or personal data.
- Document deployment, rollback, backup, and recovery steps.
Verify before deployment
Test changed workflows in staging where possible. Check server logs, browser errors, response codes, and key user journeys after release. Measure the bottleneck before introducing complex optimisation.