Each Organization has a few predefined Postmortem Templates availabe from Squadcast by default. You can choose to create new templates or modify the existing ones, based on how you do postmortems within your Organization.
- Only the Account Owner or Users with the Manage Postmortem Templates permission will have the access to modify Postmortem Templates and/or create new Postmortemm Templates for the Organization
Managing Postmortem Templates
You can follow the steps below to create a new Template or modify an existing Template:
(1) Click on Settings in the primary navigation and then select Postmortem from the secondary navigation
Here you’ll find the list of pre-defined templates.
You can either make use of the existing templates or add new templates for the rest of your Organization to use.
(2) There is a set of
incident-variables, which can be used while creating Postmortem Templates. These
incident-variables will dynamically get populated with the incident’s data for which the Postmortem is being created. You can see all the available
incident-variables on the right-half while creating templates. The variables need to be specified using MustacheJS syntax
Refer to any of the pre-defined templates for the templating syntax.
(3) A template can be marked Default. While filling a Postmortem report for an incident, the default template would pop up automatically when a user Starts a Postmortem for it
Click on Add to save the new template or Update to save the changes in an existing template
You can add a variety of file types as an attachment in the Postmortem Template.
To attach a file, drag and drop the file to the markdown editor. You can also copy-paste the file directly in the markdown editor.
The maximum size for a single single file is 10 MB (for upload). You can upload a maximum of 5 files at a time.
The storage limit for an organization depends on the plan:
- For Free plan - the limit is 50 MB
- For Pro and Enterprise plans - the limit is unlimited
File uploads won’t work if the plan limit has been reached. File once uploaded cannot be deleted.
The supported file types are:
- Images (.png, .jpg, .jpeg)
- Word Processors (.doc, .docx, .odt, pages)
- Spreadsheets (.xls, .xlsx, numbers)
- PDFs (.pdf)
- Presentations (.ppt, .pptx. .odp)
- Miscellaneous (.log, .txt, .odv, .csv, key, json, log)
How-to-video: Creating a Postmortem Template
Q: Can Stakeholders create Postmortem Templates?
A: No, Stakeholders cannot create Postmortem Templates.
Q: Are Postmortem Templates limited to a particular Team?
A: No, Postmortem Templates are an Organization-wide entity. Any Team in the Organization can make use of the Postmortem Templates added.
Q: I am in a Team and the Team has all the necessary Roles (Create, Read, Update, Delete) for Postmortems, yet I am unable to add a Postmortem Template that my Team could use. What am I missing?
A: The Roles associated with a Team for Postmortems are different from the Permission required to create a Postmortem Template. The Permission required to create/modify a Postmortem Template is an Organization-level Permission. Head over to Settings -> Postmortem -> and ensure that you have been given the same (the checkbox must be enabled for Manage Postmortem Templates Permission).