Project Documentation

Need to add documents regarding the functionalities or Email Conversations.

  • Paid Plugin/theme Credentials
  • Third-Party API  Details
  • Third-Party Integration Details
  • Staging Environment Credentials
  • GA Configuration

We will use the click up for the PMS tool.

Staging/Local Maintenance

  • We will do the maintenance on stagging first and then live after doing the Unit Testing when the staging environment is available
  • Otherwise, we will ask client for the approval to set the site either on our siteproof server or local environment one time and then we will do the maintenance on the staging/local server

SEO Settings

  • Ensure Search Engine Optimization settings are optimized for visibility
  • Discourage the SEO checkbox from the settings

Email Settings

  • Make sure that you change all the email which is related for the client notification.
  • For betterment of process you can use the Email Cop or similar plugins.
  • Make Sure the SMTP things should be communicated with the client for the testing purpose.

User Access

  • Need to ask the client about user role and permission. It should be updated on project documentation area.
  • Manage user permissions and access levels as needed.

Paid Plugin Credentials/Third-Party Dependency Details

  • Document credentials and dependencies for paid plugins and third-party services.

Change Logs

  • We should check the compatibility percentage from the wordpress backend dashboard
  • Based on that we can upgrade the 100% ones and the rest can be checked with the changelogs and etc
    • WP
    • Plugins
    • Themes

WordPress (WP) Core

  • Backup your website
    • Utilize plugins like UpdraftPlus, BackupGuard, All-in-One WP Migration, or Duplicator.
  • Change Passwords
    • Regularly update and strengthen website passwords.
    • We need to use strong passwords on all our websites. This is the first step to protecting your website from external threats.
  • Review Security Logs
    • In addition to changing your passwords and regularly backing up your website, you should also habitually create and check your WordPress activity/security log.
    • You can create activity logs using a plugin like WP Activity Log.
    • Upon installation, you will be prompted to initiate the configuration wizard. 
    • Click Yes and follow the steps.
  • Updating WordPress and Plugins
    • Keep core files, themes, and plugins up to date.
    • Deactivate unnecessary plugins to streamline website performance.
    • Use security plugins to scan for vulnerabilities and threats. (Need to add plugin)
    • Check the stability of the plugins
  • Test Your Website’s Browser Compatibility:
    • Ensure compatibility across different browsers and devices using tools like BrowserStack, Browserling, or LambdaTest.
  • Testing All Website Forms
  • Optimize the Database
    • Use plugins like WP-Optimize for efficient database management or manually.
  • Catch and Fix Broken Links
    • Check for broken links using plugins like Broken Link Checker.
  • Increase PHP Memory

There are many different methods to increase your PHP memory allocation. We should do this if it’s required while doing the maintenance work.

  • Increasing Memory Limit via PHP.ini file
  • Alternative to editing PHP.ini through wp-config.php
  • Changing memory Limit via wp-config.php
  • Changing memory Limit via .htaccess file
  • Optimize Images
    • We can use the stand plugin to optimize image optimization

Plugins

  • Manage and update installed plugins for enhanced functionality.

Prior Review (NTD with QA)

  • Need to confirm with QA for the tool.

Automation Tools

  • Utilize automation tools for streamlined maintenance processes.

Cache Standards

  • It Should be disabled while we are working on staging/local environment.

Technical/Other SEO Report with Tools

  • We need to generate a report with the help of the SEO team, that can be send to client for additional hours approval towards the technical SEO issue fixes.

Error Logs Review

  • If the errors are within a normal range, we can resolve them at no additional cost. However, if there are significant error logs, we will need to charge the client for the extra work.

PHP Version

  • Ensure compatibility and security by using the latest PHP version.

Cookies

  • Review and manage website cookies for compliance and user privacy.
  • We can give suggestions to client to add the checkbox for the data storage and etc.

Delete Spam Comments

  • Manage comment settings and utilize plugins like Akismet to prevent spam.
  • Navigate to your Dashboard > Settings > Discussion > Other comment settings.
  • Additionally, in the comment moderation section, you can also tell WordPress not to publish any comments with links in them.
  • You might also want to consider using the Akismet plugin to set up more elaborate anti-spam defenses.
  • Remove the unwanted comments via either using the standard plugin or manually.

Checklist

WordPress Maintenance

  • Backup website using UpdraftPlus or similar.
  • Change all passwords.
  • Review security logs with WP Activity Log.
  • Update WordPress core, themes, and plugins.
  • Check compatibility percentages and upgrade as needed.
  • Ensure the PHP version is the latest.
  • Optimize SEO settings; discourage SEO checkbox.
  • Generate technical SEO reports for client approval.
  • Confirm user roles and permissions with the client.
  • Update email notifications; communicate SMTP settings.
  • Optimize database with WP-Optimize.
  • Fix broken links using Broken Link Checker.
  • Increase PHP memory as necessary.
  • Optimize images with Meow Plugin.
  • Test website compatibility across browsers/devices.
  • Test all website forms.
  • Delete spam comments; use Akismet for prevention.
  • Document functionalities, paid plugins, APIs, and GA configuration.
  • Perform maintenance on staging first; seek client approval for live changes.
  • Disable caching in staging/local environments.
  • Review error logs; resolve normal-range errors; charge for significant issues.
  • Review and manage cookies; suggest data storage checkbox to the client.