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.