Manage Deployment Plan Checkpoints

Introduction

The Checkpoints tab is available on Master Deployment plans and child Deployment Plans and is absent in independent Deployment Plans.

Early detection of critical problems allows for mitigation or timely rollback. A checkpoint is a point in time when users can answer multiple choice questions about dependent Deployment Plan statuses. Checkpoints allow users to define, schedule, and record leading questions that highlight risks to on-time completion.

Questions (which can only be answered in Execution mode) could relate to a particular milestone, such as ‘Are your databases ready for backup?’ or ‘Are you running on time?’. The Checkpoints tab is grayed out in new Master Deployment Plans until  is clicked.

Pre-requisite

Deployment PlanUser Permissions
Master Deployment PlanUpdate Master Deployment Plan
Add/Edit/Delete Activities to Master Deployment Plan in Execution mode
Update Activities Status
Child/Independent Deployment PlanUpdate Deployment Plan
Add/Edit/Delete Activities to Deployment Plan in Execution mode
Update Activities Status

Deployment > Manager

Access Checkpoints Tab

To access the ‘Checkpoints’ tab:

  1. Navigate to the ‘Deployment Plan Library’ page.
  2. Search for the plan. You can use the filter options available on this page.
  3. Open the plan by clicking on the Name.
  4. Click the Checkpoints tab.

The existing Checkpoints are displayed here. Click on a Checkpoint to view the information.

Add Checkpoint

You can add a Checkpoint only in the Draft status.

To add a Checkpoint click  and fill in the following:

Information

Fields Description
NameMandatory; Enter the Checkpoint name.
DescriptionProvide Checkpoint description.
Checkpoint TimeMandatory; This is the date and time to which the questions refer and is the most important part of the Checkpoint.
Response PeriodSelect a Response Period by selecting a date and time from From and To. The Response Period is the time when the multiple choice questions at the Checkpoint can be answered. If there is no Response Period, the questions can be answered until the Deployment Plan is marked as Complete.
Response Period StatusShows whether the Response Period (as selected above) is in the future (Upcoming), current (Open), or in the past (Closed).

Setup Checkpoint Response

  1. Click .
  2. Add a question by clicking + New Question.
  3. Type the Question.
  4. Click Answers and type an answer to the question.
  5. Select the response type (N/A, good, bad, or issue).
  6. Click Enter Answer to add another answer.

Reorder answers by dragging them by the sort handle. Delete an answer by clicking the X.

Click .

Delete Checkpoint

You can delete Checkpoints only in the Draft status.

To delete, click the Checkpoint and then click . The checkpoint will be deleted.

Edit Checkpoint

You can edit the Checkpoints Information and Questions only in the Draft status.
To edit, click the Checkpoint to display the Information and update the fields as required. For details, see the table above.

Duplicate Checkpoint

Save time by duplicating the Checkpoints. Select the Checkpoint and click . The checkpoint will be duplicated along with its information and Questions. Update the duplicated Checkpoint as required.

Respond to Checkpoint Questions

You can respond to questions when both the Master Deployment Plan and its children are in Execution mode.
To respond, click on the Checkpoint and navigate to Questions and respond to it as the options available. Then click

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