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
- Define Goals: Defining Goals and Success Metrics
- Establish User Roles: User Roles in Your Account
- Outline Desired Workflow: Sample Workflows
The Configuration Phase
-
Add/Import Users
- Knowledge Base: Adding Users to your Account
- Knowledge Base: Adding and Inviting Users
- Knowledge Base: Adding multiple users at once
-
Onboard Admins and Managers
- PagerDuty University Training: Admin & Account Owner Permissions
-
On-Call Schedule
- Knowledge Base: Creating a Schedule
- Knowledge Base: Schedule Examples
- PagerDuty University Training: Schedule & Overrides
-
Escalation Policy
- Knowledge Base: Create an Escalation Policy
- PagerDuty University Training: Escalation Policies
-
Services and Integrations
- Knowledge Base: Configuring Services and Integrations
- We integrate with over 700 tools - view our Integration Guides
- PagerDuty University Training: Creating a Service with Integrations
-
Test your Configuration
- Knowledge Base: Trigger a test incident
- 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, Best Practices section of our Community and PagerDuty University for certifications and on-demand or instructor-led trainings.