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Chkk’s Add/Edit/Delete Custom Steps feature lets users embed their organization’s internal processes into any Upgrade Assessment, Upgrade Template, or Upgrade Plan. This ensures every upgrade—across one or multiple clusters—follows the same best practices, compliance checks, and change-management guidelines. Because these custom steps carry forward from the template to each new Upgrade Plan, your team can delegate tasks in parallel without recreating instructions. Plus, you can still tailor steps for specific clusters even after a plan is instantiated, making it easy to address unique requirements. This flexible capability fosters the reuse of best practices, retains institutional knowledge, and standardizes workflows—allowing teams to align quickly on operational details and speed up upgrades across the environment.

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Usage

The provided steps also apply to Upgrade Assessments, Cluster Upgrade Plans, Project Upgrade Templates, and Project Upgrade Plans.
Below are the instructions for adding, editing, and deleting custom steps in an Upgrade Template.
1

Navigate to Cluster Upgrade Templates

  1. In the Chkk Dashboard, expand Upgrade Copilot on the left menu.
  2. Click Upgrade Templates and then Clusters.
  3. You will see a list of all existing Cluster Upgrade Templates. Navigate to Upgrade Copilot
2

Add a Custom Step

  1. Select the desired Cluster Upgrade Template.
  2. Select the three dots icon on the right of any step to either Add a step Before or Add a step After the currently selected step.\ Add a Custom Step
  3. A modal will appear where you can fill in:
    • Title: The name of the custom step.
    • Badge: A tag or label displayed next to the step.
    • Required: Checkbox to mark the step as required or optional.
    • Write/Preview: Use the Markdown editor and preview window to craft the step’s content.\ Add a Custom Step Modal
  4. Click Add Step to confirm and insert the new custom step into the current stage. Custom Step Added
3

Edit a Custom Step

  1. Click the three dots icon on the right of the custom step you wish to modify.
    • Select Edit Step from the dropdown.\ Edit Custom Step Option
  2. A modal appears with the current details of the step (title, badge, etc.).
  3. Make the necessary changes and click Update Step to save your edits.\ Custom Step Edited
4

Delete a Custom Step

  1. Click the three dots icon on the right of the custom step you want to remove.
    • Select Delete Step from the dropdown.\ Delete Custom Step Option
  2. A confirmation modal will prompt you to confirm the deletion.
  3. Click Delete Step to permanently remove the custom step from the selected stage.