Checklist Template¶

Purpose: This template provides a starting point for creating new checklists for operational procedures.

How to use: 1. Copy this file and rename it following the convention: CHECKLIST_<DESCRIPTION>.md 2. Fill in the metadata section at the top 3. Customize the checklist items below to match your procedure 4. Reference the corresponding runbook for detailed commands 5. Use this checklist in your change ticket for tracking progress

A) Pre-Flight Information¶

Operator: {{operator}}
Customer: {{customer}}
Infrastructure: {{infrastructure}}
Change Ticket: {{change_ticket}}
Maintenance Window: {{maintenance_window_start}} – {{maintenance_window_end}}
Runbook Reference: {{runbook_ref}}

B) Pre-Checks (No-Go Gates)¶

Change approved and documented
Customer notified of maintenance window
Backup/Snapshot created and verified: {{snapshot_id}}
Prerequisites met (list specific requirements)
Emergency contacts available

C) Execution Steps¶

C1) Preparation¶

Step 1: Description of what to do (reference: Runbook Section X)
Step 2: Another preparation step

C2) Main Tasks¶

Task 1: Core activity description
Task 2: Another core activity
Task 3: Verification checkpoint

C3) Post-Actions¶

Post-action 1: Cleanup or finalization
Post-action 2: Documentation update

D) Post-Checks (Acceptance Criteria)¶

Service operational and accessible
Functionality verified (describe specific tests)
No critical errors in logs
Customer notification sent
Change ticket updated with results

E) Rollback (If Needed)¶

Rollback Triggers: - [ ] Service fails to start - [ ] Critical functionality broken - [ ] Data loss detected

Rollback Method: - [ ] Restore from snapshot: {{snapshot_id}} - [ ] Alternative method (if applicable)

Post-Rollback: - [ ] Incident record created - [ ] Root cause analysis scheduled