Workflow Templates: Backup and Restore Checklist

Verify backup requirements and compliance needs

Ensure all critical data and systems are identified

Check the status of backup hardware and software

Ensure sufficient storage space is available

Communicate the backup schedule to relevant stakeholders

Initiate the backup process manually or verify automated schedules

Monitor the backup process for errors or interruptions

Ensure all files and databases are included in the backup

Check for successful completion and log the results

Securely store backup media or ensure offsite transfer

Verify the integrity of backup data

Test restore procedures to ensure data can be recovered

Document any issues and resolutions encountered

Update the inventory of backup media

Review and update backup policies and procedures if necessary

Identify the data and systems to be restored

Verify the availability and integrity of the backup media

Follow documented restore procedures for different types of data

Monitor the restore process and log any issues

Verify the restored data for completeness and accuracy

Regularly review and update the backup schedule

Perform routine tests of backup and restore processes

Ensure all backup hardware and software are up to date

Train relevant staff on backup and restore procedures

Review and adjust backup strategies based on organizational changes

Backup and Restore Checklist