Attaching Retrospective Templates

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Templates can be applied in two ways, automatically via a runbook or manually from the respective view of an incident.

The added capability for Retrospectives is that you can automatically attach them to incidents based on various conditions in a Runbook. Using Runbooks, you can automatically attach Retrospectives to incidents based on any conditions set, ensuring the appropriate retrospective is instantly available.

Prerequisite

Ensure you've created or customized at least one Respective Template.

Adding the Runbook step

1. Go into a Runbook, click "Edit Runbook," then click '+ Add step.'
2. Search for "retrospective" and click Add a retrospective. Then select the Retrospective you'd like added to the incident.
3. Configure conditions for when the template should be applied.

Example conditions

You can automatically attach specific retrospective templates based on:

Severity-based

Severity = SEV-1 or SEV-2
 Attach "Critical Incident Retrospective Template"

Customer Impact

Customer Impact > 1000 users
Attach "Major Customer Impact Template"

Duration-based

Incident Duration > 2 hours
Attach "Extended Incident Analysis Template"

Service-specific

Affected Service = "Payment Processing"
Attach "Financial Services Retrospective"

Team-based

Responding Team = "Infrastructure"
Attach "Infrastructure Post-Mortem Template"

Multiple Conditions

Severity = SEV-1 AND Duration > 1 hour AND Customer Impact = True
Attach "Critical Customer Impact Review Template"

 

Manually attach a template

There are instances where you need to manually attach a retrospective to an incident.

1. Open the retrospective view of an incident
2. If there is a template attached, click the " + " next to current template
3. If no template is attached click the "Attach template"
4. Choose your desired template. Then click “Attach”