Backup Management
About this template
By guiding users through each step with clear instructions, intuitive navigation, and automated tasks, this template removes guesswork and reduces the need for extensive training.
Instead of juggling fragmented systems, your team can focus on maintaining robust backup infrastructure, confident that every task is accounted for and nothing falls through the cracks.
Key Features:
- Pre-Defined Workflow: Users are guided through backup onboarding, scheduled restore-tests, deactivation, and offboarding with simple buttons to initiate and finalize tasks.
- Full Plan-Do-Check-Act Cycle: Define policies and checklists, perform scheduled restore-tests at set intervals, and act on issues when needed.
- Tracking & Guidance: Comprehensive workflow tracking formulas, clear backup and workflow overviews, personal task pages for process owners.
Database Templates & Customizability:
Databases include page templates for: Onboarding, Restore-Tests, Deactivation, and **Offboarding.
In each template, there is room to add checklists for the specific company processes for that task.
- Page-Template Checklists: Policies and templates can be adapted to fit company or compliance requirements (e.g., ISO27001/ISO9001).
- Classification Options: Can be tailored to fit company requirements (Standard: High, Medium, Low).
- Restore-Test Frequencies: Can be adjusted to fit company needs (Standard: HalfYearly 180d, Yearly 365d, , TwoYearly 730d, ThreeYearly 1095d, No Restore-Test, check policy
Backup Management Workflow:
Users start by **onboarding** a new backup using the main button.
1. Onboarding: The user utilizes a checklist (customizable by company) to onboard a backup.
2. Restore-test tasks are automatically scheduled based on the assigned restore-test frequency.
3. Scheduled Restore-Tests: The user utilizes a checklist (customizable by company) to perform restore-test tasks on backups.
4. (Temporary) Deactivation: The user initiates the deactivation process using the “deactivate backup button.”
5. Periodic Checks on Inactive Backups: The user periodically reviews deactivated backups to decide whether to keep them inactive, re-onboard, or permanently offboard.
6. Offboarding: The user utilizes a checklist (customizable by company) to offboard a backup.
Each step is facilitated with buttons to create, finalize, or delegate tasks, ensuring clarity in process flow and minimal manual intervention.
Team & Personal Pages:
- Delegation: Users can add subtasks for team collaboration during onboarding, restore-tests, or offboarding.
- Personal Dashboards: Employees have personal pages showing their tasks organized by priority, including "This Week & High Priority," "Workflows," and future tasks.
- Tasks are monitored for delays, helping users stay on track.
- Management Dashboards: Management can track progress in real-time with clear backup and workflow overviews as the team performs their tasks.
Main Benefits:
- Save Time & Reduce Training: The guided process eliminates the need for extensive training by making backup management intuitive and foolproof.
- Stay On Track: Automated task tracking and proactive alerts ensure nothing slips through the cracks.
- Custom Fit for Your Company: Define your own checklists, classifications, and restore-test timelines to align with your company’s unique needs.
This template makes backup management simple, effective, and tailored for your company, allowing your team to focus on maintaining a reliable backup infrastructure without worrying about the process.
