Intake and scope
Scholera documents the institution, learning objective, systems involved, requested data, owners, and expected timeline before technical access is provisioned.
Required inputs
- Business and learning objective
- Technical and institutional owners
- Systems and environments involved
- Requested data and permissions
- Target testing and release timeline
Design and risk review
The proposed data flow, authentication model, permissions, failure handling, retention, and support ownership are reviewed before implementation.
Decision record
Material assumptions and approved exceptions should be documented so future maintainers understand why the integration works as designed.
Testing and validation
Integrations are validated in a non-production environment using approved test cases. Teams confirm authorization boundaries, error behavior, observability, and rollback steps.
| Review area | Expected evidence |
|---|---|
| Authentication | Valid, expired, and unauthorized credential tests |
| Permissions | Each role can access only approved resources |
| Reliability | Retry, timeout, and duplicate-delivery behavior |
| Recovery | Documented rollback or disablement procedure |
Production release
Production changes use an agreed release window and named contacts. Material changes are monitored for reliability, security, and unexpected effects on learning workflows.
Release readiness
Owners confirm credentials, configuration, monitoring, support contacts, rollback steps, and communication plans before release.
Change management
Changes to scope, data, permissions, ownership, or critical dependencies should be reviewed before release. Urgent changes follow the incident process and are documented after service is stable.
Periodic review
Scholera and the integration owner should periodically confirm that access remains necessary, contacts are current, credentials are rotated appropriately, and documentation reflects production behavior.