The Onboarding Checklist will guide you through the PagerDuty implementation experience from planning to launch.
We’ve identified key milestones in each phase to make sure you’re set up for success. Be sure to reference the links and set clear dates to keep you on track along the way!
The Planning Phase
- Goals and Success Metrics
- Establish User Roles
- Outline Desired Workflow: Sample Workflows
The Configuration Phase
- Add/Import Users
- Onboard Admins and Managers
- PagerDuty University Training: https://university.pagerduty.com/admin-account-owner-permissions
- Admin & Account Owner Permissions
- Create an On-Call Schedule
- PagerDuty University Training: Schedule & Overrides
- Create an Escalation Policy
- PagerDuty University Training: Escalation Policies
- Configure Services and Integrations - we integrate with over 700 tools - view our Integration Guides
- PagerDuty University Training: Creating a Service with Integrations
- Trigger a Test Incident to Test your Configuration
Troubleshooting help? Contact support@pagerduty.com
The Launch Phase
- Getting Started as an Incident Responder
- PagerDuty University Training: Responding to an Incident
- Publish Internal Wiki Pages
Find more detailed information in our comprehensive Knowledge Base, How To’s & Best Practices section of our Community and PagerDuty University for certifications and on-demand or instructor-led trainings.