Migration Step Block
Document migration runbook steps with phases, tasks, validation criteria, and rollback procedures. Create structured migration plans with clear ownership.
The Migration Step block documents individual steps in a migration runbook. Each step includes phase classification, task checklists, validation criteria, and rollback procedures for safe, repeatable migrations.
When to Use
Block Properties
| Property | Required | Description |
|---|---|---|
| Step Number | No | Sequence position in the migration |
| Title | Yes | Step name |
| Description | No | What this step accomplishes |
| Phase | No | Preparation, Execution, Validation, Rollback, or Cleanup |
| Status | No | Pending, In Progress, Completed, Blocked, or Skipped |
| Owner | No | Responsible person or team |
| Estimated Duration | No | Expected time to complete |
| Actual Duration | No | Recorded time after completion |
| Dependencies | No | Other steps that must complete first |
| Prerequisites | No | Conditions that must be true |
| Tasks | No | Array of subtasks with checkboxes |
| Validation Criteria | No | How to verify success |
| Rollback Procedure | No | Steps to undo if needed |
| Risks | No | Known concerns |
| Notes | No | Additional observations |
Phase Types
Status Values
Example: Database Schema Migration
An execution phase step for schema changes.
Example: Validation Step
A validation phase step to verify migration success.
Editing Migration Steps
| Action | How To |
|---|---|
| Set Phase | Select phase from dropdown with colour coding |
| Set Status | Update status as the step progresses |
| Add Task | Click Add Task to create subtasks with checkboxes |
| Track Duration | Enter estimated duration, update actual after completion |
| Add Prerequisites | Enter conditions that must be true before starting |