TABLE OF CONTENTS

Summary


Proactively communicate scheduled downtime or service unavailability to your end-users using the Status Page.


Process


Step 1: Set up Roles & Permissions

In the Global Settings, Navigate to: Admin >> User Management >> Roles


The Workspace Admin has permission to Manage Change lifecycle & calendar windows by default.

You can also create a new Admin level role, such as a Maintenance Manager, and ensure that Manage Change lifecycle & calendar windows is selected. 



You can also delegate the task of posting scheduled maintenance updates to the Status page to an agent for day-to-day operations.

Navigate to: Admin >> User Management >> Roles >> Agent Role


Select the Changes tab and ensure that Create and Manage Maintenances in Status Page is selected.



Step 2: Create a Maintenance Window

Navigate to: My Work >> Work Calendar >> Changes (in dropdown list) >> +Schedule




Step 3: Fill in the details

Fill in an appropriate name, description, and schedule for the maintenance window.



Step 4 (Optional): Set up a repeatable Maintenance Window

If you need to set up a maintenance window regularly, select the Repeat every option to reveal options for:

  1. Interval duration
  2. Day to execute the Maintenance Window
  3. Frequency of execution
  4.  End date


Step 5: Associate a Change with the Maintenance Window

You can associate a Maintenance Window with Changes to provide a 360 degree view to your team about the status of I&O. 


Select Changes based on their properties to associate with a Maintenance Window. In this example, we specify that all Changes associated with the Incident Team, and whose Status is Pending Release, are to be associated with the Maintenance Window.




Step 6 (Optional): Associate ad-hoc Changes with the Maintenance Window

Associate ad-hoc changes with the Maintenance Window by tapping on Associate ad-hoc changes, selecting the time period for historical search, and then searching for the Change using keywords.



Step 7: Finalize the Maintenance Window

Once you are satisfied, remember to click on Create to save the Maintenance Window.



Step 8: Publish the Maintenance Window

Next, describe the Maintenance Window in a way that you would want to communicate to your end-users/ subscribers. Save to publish the Maintenance Window on your Status Page.



Note: As soon as the maintenance window is published, the subscribers would receive an email. This can be modified under Admin >> Email Notifications >> Status Page


Step 9: View the Maintenance Window

To view the Maintenance Window, click on the link to see the details in the slider. Select View on Status Page to see what the announcement looks like on the Status Page.



To view all the Maintenance Windows, navigate to the Status Page, scroll down to see Incident History. Next, select the second tab i.e. Upcoming Maintenance.