Postmortems are a way to summarize the resolution for an incident once it is resolved. Postmortems are a way for you to create a knowledge-base of failures and fixes that can be shared across your organization to help build a culture of shared learning and learning from your failures.
In this documentation, we'll be going through the following :-
- Postmortem Templates
- Creating a Postmortem
- Each organization gets a few pre-defined postmortem templates from Squadcast. You can choose to create new templates / modify existing ones, based on how you do postmortems within your organization. To do so, click on the organization settings button as shown in the image below.
- This will take you to organization settings page. Go the Postmortem Settings tab.
Here you'll find postmortem templates for the organization.
- You also get the feature of to inherit existing templates from the dropdown while creating a new template.
You can mark one of the existing templates as default so that this template would automatically be the default template, as the name suggests, the next time a postmortem is created.
There is a set of
incident-variables, which one can make use of while creating postmortem templates. These
incident-variableswill dynamically get populated with the incident's data for which the postmortem is being created. You can see all the available
incident-variableson the right-half while creating templates. The variables need to be specified using MustacheJS syntax. Refer to the pre-defined templates for the templating syntax.
Access Control For Template Creation:
account-owner/admin of an organization has the access to modify the templates
- Note: Apart from Stakeholder, all other roles have write access to postmortems. Stakeholder will have a read access only.
- The postmortem feature is enabled for an incident only after it has been resolved.
- To create a postmortem for a resolved incident, go into the Incident Details Page, click on the More Options icon (3 dots), click on Start Postmortem.
- You can select one of the postmortem templates from the dropdown for your organization and start documenting the postmortem.
account-owner/adminof an organization has the access to modify the templates and/or create new templates for the organization.
Note: The incident variables will get auto-populated as per the data of that particular incident. Remaining details need to be manually filled by the user.
- Apart from the markdown body, in a postmortem, you can also create a check-list of follow-ups that can be used to keep track of further actions that need to be done for that incident.
- Once a postmortem is created, all the users (including Stakeholders) can view the postmortem and download it in MD and PDF formats.