Last updated May 31, 2022

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Start CheckOps with your team

CheckOps is a weekly practice your team can implement to better understand your operational health, the health of your components, and how you can improve your team’s operations over time.

Before you begin

  • Set aside some time to complete CheckOps as a team on a weekly basis.
  • Gather data beforehand, such as SLOs and incidents that may have occurred, so you can easily reference them as you practice CheckOps with your team.

Practice CheckOps

  1. Gather your team together.
  2. In Compass, select Teams in the top navigation bar and select your team from the dropdown, or View all teams to find your team. You’ll land on your team’s dashboard.
  3. Select Health details in the left side navigation.
    • Alternatively, you can select the Start CheckOps button at the top right of the CheckOps page.
  4. As a team, review your components listed and their scorecard scores. You may want to especially review components with failing scorecards, and assess which particular criterion is failing to create action items for improvement.
  5. Discuss how your team felt about their operations this week. Select an option (Horrible, Bad, Okay, Good, or Amazing) from the moods listed.
  6. Discuss each question under Team reflections and see examples for what kind of information might be relevant to explain in the text boxes. Record these reflections in the text boxes under each question.
    • Examples of what went well:
      • Components being incident-free
      • SLOs are met
      • On-call coverage is satisfactory
      • Negative customer impact of any incidents is being avoided
    • Examples of what could’ve gone better:
      • Incidents occurring that could’ve been avoided
      • Information being hard to find
      • Problems using tools
      • Overdue action items from prior weeks
    • Examples of how the team can improve:
      • Where the team got lucky
      • What the team is trying next
      • Where the team can improve confidence in their processes and/or components
      • Evaluate what actions the team can take for the next week
  7. Select Add action to enter multiple actions in the entry fields under the Team actions section. This creates a checklist for your team to work on before the next CheckOps meeting that you can view on your team dashboard.
  8. Once your team is satisfied with the CheckOps information, select Create.

Your CheckOps is added to the CheckOps page under Most recent CheckOps. Any actions you added as a team will appear on your team's dashboard to be completed. An email is also sent to your team to let them know you completed your weekly CheckOps with a link to the complete information. Remember, you can only complete CheckOps as a team once per week.

Edit CheckOps information

You can edit your CheckOps entry after creating it if you need to change or add information.

  1. In Compass, select Teams in the top navigation bar and select your team from the dropdown, or View all teams to find your team. You’ll land on your team’s dashboard.
  2. Select CheckOps in the left side navigation.
  3. Locate the CheckOps information you want to edit.
  4. Select the More actions (•••) button on the CheckOps you want to edit.
  5. Select Edit. The CheckOps information opens for you to make edits.
  6. Select Save when you’re satisfied with your changes.

The CheckOps information is updated with your changes.

Delete CheckOps information

Deleting a CheckOps entry will remove the CheckOps information from displaying on your team’s dashboard and any associated team actions.

  1. In Compass, select Teams in the top navigation bar and select your team from the dropdown, or View all teams to find your team. You’ll land on your team’s dashboard.
  2. Select CheckOps in the left side navigation.
  3. Locate the CheckOps information you want to remove.
  4. Select the More actions (•••) button on the CheckOps you want to edit.
  5. Select Delete. A modal confirming the deletion of this CheckOps appears.
  6. Select Delete.

The CheckOps information is deleted and no longer appears on your team’s dashboard. Any actions generated by that CheckOps are also deleted.

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