# Storage Checklists and Worksheets
Use these as starting points for runbooks, change records, and maintenance-window prep. Copy the structure into your own ticketing system, wiki, or repository.
Backup Restore Test Checklist
- Confirm the application owner and restore objective.
- Record the source system, restore point, RPO target, and RTO target.
- Restore into an isolated target, not over production data.
- Validate access, integrity, permissions, and application startup.
- Capture evidence: job ID, restore point, start time, finish time, validation notes.
- Record actual RPO and actual RTO.
- Remove test restore data after owner approval.
Snapshot Policy Review Worksheet
| Field | Example |
|---|---|
| Application owner | Finance Apps |
| Dataset or volume | fin-prod-db01 |
| Recovery objective | 15-minute local rollback, 24-hour backup retention |
| Snapshot frequency | Every 15 minutes for 8 hours, hourly for 48 hours |
| Replication target | DR array or secondary site |
| Capacity guardrail | Alert when snapshot reserve exceeds 70 percent |
Storage Tiering Decision Questions
- Is the data actively written, occasionally read, or mostly retained?
- What is the acceptable recall time?
- Who approves movement to cold or archive storage?
- How will users search for moved data later?
- What restore test proves the tiering workflow still works?
Automation Readiness Checklist
- Naming standards are documented.
- Required approvals are defined.
- Service account permissions are least privilege.
- Playbooks validate inputs before making changes.
- Changes produce logs that map back to a request or ticket.
- Rollback or cleanup steps are documented.