smoa/docs/standards/DOCUMENTATION_CHECKLIST.md

SMOA Documentation Implementation Checklist

Quick Reference Checklist

Last Updated: 2024
Status: Implementation Ready

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Phase 1: Foundation and Setup (Weeks 1-4)

Week 1: Infrastructure Setup

• Step 1.1: Create documentation repository structure
• Step 1.2: Set up documentation tools (Markdown, PDF generation, diagrams)
• Step 1.3: Create documentation templates (7 templates)
• Step 1.4: Establish documentation standards (5 standards documents)
• Step 1.5: Assign documentation responsibilities (RACI matrix)

Week 2: Initial Documentation

• Step 2.1: Create documentation index/README
• Step 2.2: Start weekly status reports (ongoing)
• Step 2.3: Begin architecture documentation
• Step 2.4: Create initial API documentation structure

Week 3: User/Admin Foundation

• Step 3.1: Create user manual structure
• Step 3.2: Create administrator guide structure
• Step 3.3: Create quick reference guide

Week 4: Testing Foundation

• Step 4.1: Create test plan
• Step 4.2: Set up test case documentation
• Step 4.3: Update compliance matrix documentation

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Phase 2: Core Documentation (Weeks 5-12)

Weeks 5-6: Module Documentation

• Step 5.1: Document all 23 completed modules (completion reports)
• Step 5.2: Complete API documentation (all endpoints)

Weeks 7-8: Phase Completion

• Step 7.1: Create Phase 1 completion report
• Step 7.2: Create Phase 2 completion report

Weeks 9-10: Security & Operations

• Step 9.1: Create security documentation (4 documents)
• Step 9.2: Create operations documentation (3 documents)

Weeks 11-12: Integration & Database

• Step 11.1: Document all integrations (AS4, NCIC, ATF, eIDAS, etc.)
• Step 11.2: Document database schema

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Phase 3: Advanced Documentation (Weeks 13-24)

Weeks 13-16: Compliance

• Step 13.1: Complete compliance evidence documentation (all standards)
• Step 13.2: Create certification packages (Common Criteria, FIPS, agency-specific)

Weeks 17-20: User & Training

• Step 17.1: Complete user manual (all modules, screenshots, troubleshooting)
• Step 17.2: Create training materials (slides, exercises, assessments)

Weeks 21-24: Admin & Deployment

• Step 21.1: Complete administrator guide (all procedures)
• Step 21.2: Create deployment guide (all scenarios)

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Phase 4: Ongoing Maintenance

Continuous Tasks

• Step C.1: Weekly status reports (every Friday)
• Step C.2: Monthly progress reports (first week of month)
• Step C.3: Quarterly compliance reports (first week of quarter)
• Step C.4: Update documentation with changes (as changes occur)
• Step C.5: Create release notes (with each release)
• Step C.6: Quarterly documentation review (quarterly)

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Documentation Deliverables Summary

Status Reports

• Weekly status reports (ongoing)
• Monthly progress reports (ongoing)
• Quarterly compliance reports (ongoing)
• Sprint/iteration reports (ongoing)

Implementation Documentation

• Module completion reports (23 modules)
• Phase completion reports (4 phases)
• Final implementation report (at project end)

Compliance Documentation

• Compliance matrix (maintained)
• Compliance evidence (all standards)
• Certification packages (as needed)

Technical Documentation

• Architecture documentation
• API documentation (OpenAPI spec + generated)
• Database schema documentation
• Integration documentation (all integrations)

User Documentation

• User manual (PDF + HTML)
• Quick reference guide (PDF)
• Training materials (slides, exercises, videos)

Administrator Documentation

• Administrator guide (PDF + HTML)
• Deployment guide (PDF)
• Configuration guide (PDF)

Security Documentation

• Security architecture document
• Threat model
• Security configuration guide
• Incident response plan

Testing Documentation

• Test plan
• Test cases (all modules)
• Test results reports (ongoing)
• Performance test reports

Operations Documentation

• Operations runbook
• Monitoring guide
• Backup and recovery procedures

Change Management

• Change request process
• Release notes (each release)

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Quick Start (First Week)

Day 1

1. Create documentation directory structure
2. Install documentation tools
3. Assign documentation responsibilities

Day 2

1. Create documentation templates
2. Create documentation standards
3. Set up version control for docs

Day 3

1. Create documentation index
2. Begin architecture documentation
3. Start API documentation

Day 4

1. Create first weekly status report
2. Review and approve templates
3. Communicate documentation process to team

Day 5

1. Create user manual structure
2. Create administrator guide structure
3. Set up test documentation

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Key Milestones

• Week 4: Foundation complete, templates ready
• Week 6: Module documentation complete
• Week 8: Phase documentation complete
• Week 10: Security and operations docs complete
• Week 12: Integration and database docs complete
• Week 16: Compliance documentation complete
• Week 20: User and training docs complete
• Week 24: All documentation complete

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Documentation Quality Gates

Before marking any documentation as complete:

• Documentation follows established templates
• Documentation reviewed by subject matter expert
• Documentation reviewed by technical writer (if applicable)
• Documentation approved by appropriate authority
• Documentation linked in documentation index
• Documentation version controlled
• Documentation accessible to target audience

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Resources

• Detailed Plan: See DOCUMENTATION_IMPLEMENTATION_STEPS.md
• Documentation Plan: See DOCUMENTATION_PLAN.md
• Documentation Standards: See docs/standards/
• Documentation Templates: See docs/templates/

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Last Updated: 2024
Next Review: Weekly during implementation, then quarterly