# Plan a stock cutover after a product update — working record

Blank worksheet. Complete with your own verified evidence; no example finding is pre-approved.
Guide: https://complyfolio.com/stock-cutover-evidence-checklist
Reviewed: 2026-09-23

## Record
- Product / page / release:
- Reviewer:
- Review date:
- Location:
- Old-stock identifier:
- New-stock identifier:
- Cutover condition:
- Verification result:

## Procedure
- [ ] List affected stock by location and the identifier that separates old and new versions.
- [ ] Match each stock version to its labels, instructions and evidence record.
- [ ] Plan listing and fulfillment changes with owners and a verifiable cutover point.
- [ ] Check a sample order from each affected location and record discrepancies.

## Decision
- Evidence references:
- Actual findings:
- Unresolved questions:
- Next action and owner:
- Retest evidence:

## Review boundary
A stock transition plan does not decide whether older stock may continue to be sold.
These are ComplyFolio operational suggestions, not prescribed legal forms or certification requirements.