Data Conversion Plan Template - HHS
DATA CONVERSION PLAN
VERSION
VERSION HISTORY
[PROVIDE INFORMATION ON HOW THE DEVELOPMENT AND DISTRIBUTION OF THE DATA CONVERSION PLAN UP TO THE FINAL POINT OF APPROVAL WAS CONTROLLED AND TRACKED. USE THE TABLE BELOW TO PROVIDE THE VERSION NUMBER, THE AUTHOR IMPLEMENTING THE VERSION, THE DATE OF THE VERSION, THE NAME OF THE PERSON APPROVING THE VERSION, THE DATE THAT PARTICULAR VERSION WAS APPROVED, AND A BRIEF DESCRIPTION OF THE REASON FOR CREATING THE REVISED VERSION.]
|Version # |Implemented |Revision |Approved |Approval |Reason |
| |By |Date |By |Date | |
| | | | | | |
| | | | | | |
| | | | | | |
Note to the Author
[This document is a template of a Data Conversion Plan document for a project. Data conversion is an extremely dynamic process. This document can not be detailed enough to address all the potential variables one must consider when performing a data conversion; therefore the final determination of items addressed by this plan are left to the discretion of the project manager and the integrated project team. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project.
• Blue italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions and context for content included in this document.
• Blue italicized text enclosed in angle brackets () indicates a field that should be replaced with information specific to a particular project.
• Text and tables in black are provided as boilerplate examples of wording and formats that may be used or modified as appropriate to a specific project. These are offered only as suggestions to assist in developing project documents; they are not mandatory formats.
When using this template for your project document, it is recommended that you follow these steps:
1. Replace all text enclosed in angle brackets (i.e., ) with the correct field values. These angle brackets appear in both the body of the document and in headers and footers. To customize fields in Microsoft Word (which display a gray background when selected):
a. Select File>Properties>Summary and fill in the Title field with the Document Name and the Subject field with the Project Name.
b. Select File>Properties>Custom and fill in the Last Modified, Status, and Version fields with the appropriate information for this document.
c. After you click OK to close the dialog box, update the fields throughout the document with these values by selecting Edit>Select All (or Ctrl-A) and pressing F9. Or you can update an individual field by clicking on it and pressing F9. This must be done separately for Headers and Footers.
1. Modify boilerplate text as appropriate to the specific project.
2. To add any new sections to the document, ensure that the appropriate header and body text styles are maintained. Styles used for the Section Headings are Heading 1, Heading 2 and Heading 3. Style used for boilerplate text is Body Text.
3. To update the Table of Contents, right-click and select “Update field” and choose the option- “Update entire table”
4. Before submission of the first draft of this document, delete this “Notes to the Author” page and all instructions to the author, which appear throughout the document as blue italicized text enclosed in square brackets.]
TABLE OF CONTENTS
1 INTRODUCTION 5
1.1 Purpose of Data Conversion Plan 5
1.2 Data Conversion Objectives 5
1.3 Assumptions 5
1.4 Constraints 6
1.5 Risks 6
2 DATA CONVERSION STRATEGY 6
2.1 Conversion Scope 6
2.2 Conversion Approach 6
2.3 Roles and Responsibilities 7
2.4 Conversion Schedule 7
2.5 Data Quality Assurance and Control 9
3 DATA CONVERSION PREPARATION 9
3.1 Prerequisites 9
3.2 Backup Strategy 9
3.3 Restore Process 9
4 DATA CONVERSION SPECIFICATIONS 10
Appendix A: DATA CONVERSION PLAN approval 12
APPENDIX B: REFERENCES 13
APPENDIX C: KEY TERMS 14
Introduction
1 PURPOSE OF DATA CONVERSION PLAN
[DESCRIBE THE PURPOSE OF THE DATA CONVERSION PLAN PROVIDE FULL IDENTIFYING INFORMATION FOR THE AUTOMATED SYSTEM, APPLICATION, OR SITUATION FOR WHICH THE DATA CONVERSION PLAN APPLIES, INCLUDING AS APPLICABLE, IDENTIFICATIONS NUMBER(S), TITLE(S)/NAME(S), ABBREVIATION(S)/ACRONYM(S), PART NUMBER(S), VERSION NUMBER(S), AND RELEASE NUMBER(S). SUMMARIZE THE PURPOSE OF THE DOCUMENT, THE SCOPE OF ACTIVITIES THAT RESULTED IN ITS DEVELOPMENT, THE INTENDED AUDIENCE FOR THE DOCUMENT, AND EXPECTED EVOLUTION OF THE DOCUMENT. ALSO DESCRIBE ANY SECURITY OR PRIVACY CONSIDERATIONS ASSOCIATED WITH USE OF THE DATA CONVERSION PLAN.]
This Data Conversion Plan describes the strategy, preparation, and specifications for converting data from ................
................
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