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

Postmortem Templates

  • 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-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 the pre-defined templates for the templating syntax.


Access Control For Template Creation:

Only account-owner/admin of an organization has the access to modify the templates

How-to-video: Creating a Postmortem Template

Creating a Postmortem

  • 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.
    Note: Only account-owner/admin of 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.

How-to-video: Start a Postmortem For an Incident

Updated about a year ago


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