Chkk’s Add Comments feature allows teams to capture any additional context, internal guidelines, or unique considerations at every step of an Upgrade Template or Upgrade Plan. Each upgrade—whether for a cluster or a specific add-on—consists of multiple stages, and each stage can contain multiple steps. By placing comments directly next to these steps, users can clarify decisions (e.g., why certain add-ons are deferred) or highlight key compliance requirements. They can also note any organization-wide policies—such as upgrading stateful add-ons separately—so that future recommendations reflect these preferences.

Centralizing comments at the step level reduces guesswork, preserves institutional knowledge, and standardizes workflows. Team members can quickly see the rationale behind key decisions, while parallel upgrade efforts become more efficient thanks to clear documentation. In short, adding comments fosters a transparent, collaborative, and consistent upgrade process for every environment.

  • Upgrade Templates (Cluster and Add-on) let you leave comments for Chkk and the team.
  • Upgrade Plans (Cluster and Add-on) let you leave comments for the team only.

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Usage

The provided steps also apply to Cluster Upgrade Plans, Add-on Upgrade Plans, and Add-on Upgrade Templates.

Below are the steps to Add Comments for both Chkk and your team on a specific step within a Cluster Upgrade Template.

1

Navigate to Cluster Upgrade Templates

  1. In the Chkk Dashboard, expand Upgrade Copilot on the left menu.
  2. Click Upgrade Templates and then Clusters.
  3. You will see a list of all existing Cluster Upgrade Templates.
2

Access the Step Sidebar

  1. Locate the step you want to comment on.
  2. Click the heartbeat icon next to that step to open the sidebar.
  3. A sidebar will appear, showing the Activity Feed and comment sections.
3

Add a Comment for Your Team

  1. Under Leave Comment for your team, type your message in the text area.
  2. Click Comment to post it.
4

Add a Comment for Chkk

  1. Under Leave Comment for Chkk in the same sidebar, enter your message or question for the Chkk team.
  2. Click Comment to post it.
  3. The Chkk team will be notified of your comment.

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