What this means for your practice
Agree when returning to the previous version should be considered and what that action cannot restore. Ask the responsible technical team to check how changed records and settings affect the available recovery options.
An example to discuss with your team
Rehearse a release that partially succeeds and changes data. Confirm the team does not assume code rollback alone restores a safe usable state.


How to review the arrangement
Ask the supplier to rehearse a fictional release that partly succeeds and changes information. Which recovery options remain appropriate? Name the decision owner and agree the impact that prompts review. Keep limitations visible so the practice understands what the proposed rollback can and cannot restore.
Ask what returning to the old version would leave behind
Your supplier may call returning to an earlier version a rollback. Ask them to explain what that action restores and what it does not. An update can change settings or information as well as website files, and new work may have arrived since it began. Those differences can affect the recovery choice.
Use a fictional release that succeeds in one part and fails in another. The responsible technical team should explain the available options and what needs checking before normal work resumes. Agree who can make the decision and which business effects would prompt it. Keep the limitations in the release plan where the practice's contact can understand them. This avoids a pressured conversation in which everyone assumes 'go back' has the same meaning. A useful plan names a workable response for the actual service, with the appropriate people involved in judging the result.
How to check the result
Track releases with tested recovery options and documented limitations.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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