Modern Upgrade – Quick Client Checklist (Specific to clients hosted in MIP Cloud)

­­Modern Upgrade – Quick Client Checklist

This checklist is specific to existing clients who are in MIP MT Cloud and are eligible to upgrade now, as not all modules are fully released in Modern.

­­ ✓ Breaking Changes Reviewed 

Reviewed “What’s New in Version 2026”and the list of breaking changes.

✓ Upgrade Request Submitted

Upgrade Request

 ✓ Hosting Location Confirmed 

Identified whether your system is in MIP Cloud (MT/ST) or On‑Premise.

 ✓ Active Databases Counted 

Confirm how many active Microix databases you use. (Classic supports up to 5; Modern supports up to 3.)

 ✓ Modern Web Licenses Identified 

Counted all named users (Admins, Requesters, Approvers) who need access.

 ✓ Modern Walkthrough Completed 

Verify your system is configured and live, and confirm your team has received a Modern walkthrough and had all questions answered, including information on the three new optional add‑ons included in your 60‑day trial.

 ✓ Admin|Primary User  Resources Provided 

Confirm that your Microix Admin has all training materials (videos, KB articles, Quick Start Guide) included in the link below and has determined whether refresher Admin training is needed.

Sales - Current Modern Resources for Microix Clients (Based on Modules/Features Owned) - Knowledge base

 ✓ Upgrade Cost Reviewed 

Verified whether there is any cost associated with your upgrade.

 ✓ Upgrade Date Scheduled

Your upgrade date is confirmed. The upgrade will run Friday–Monday.

 ✓ Primary User Next Steps Provided

Microix has the name of your primary user, who will receive the Welcome Email on Monday morning EST to access Modern and reset their password. Their next steps have been clearly outlined.

This contact must have Microix Admin permissions and be familiar with the Admin role.

• What to Expect

• The Classic version (Windows and Web Companion) will be offline during the upgrade period. Please coordinate with your staff accordingly.
• No action is required from your team during the upgrade, as the Microix technical team and MIP will handle all steps.
• The new Workflow Modules Modern platform is typically available the following business day. The primary user will be the first to receive the Welcome Email with access instructions and steps to change their password. This individual must have Microix Admin permissions and be familiar with the admin role, as they will be responsible for sending the Welcome Email to the remaining staff.
• There may be a temporary delay in accessing attachments while MIP Hosting completes the migration to a new storage location. We will notify you once all attachments have been fully migrated and are available.
• If services are tied to your upgrade, your Microix trainer will reach out to coordinate the session(s). Please note that the Microix trainer is not involved in the actual upgrade of your system.

 ✓ Post‑Upgrade Support Contacts Ready 

You know who to contact for questions or issues after the upgrade (excluding training/setup).

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Organization Profile Summary

Microix will gather the required client information in preparation to discuss during the walkthrough.