> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chkk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Upgrade Template Request

> A brief description, use-case, and usage instructions of the Upgrade Template Request feature

Chkk's **Upgrade Template Request** feature provides a flexible, preverified plan for upgrading entire clusters, individual Cloud Native Projects, application services, and operators—without scattering crucial details across multiple tools. When you need to upgrade a cluster, you can choose in-place, blue-green, rolling, or even skip versions. For Cloud Native Projects, application services, and operators, simply request an Upgrade Template tailored to that specific component (e.g., Istio v1.20.2). If you're unsure which approach is best, Chkk can recommend an in-place, blue-green, rolling, or custom path based on your environment, internal strategies, and organizational guidelines.

By centralizing all steps and recommendations in a single template, this feature gives teams a **single source of truth** for planning upgrades across multiple clusters, Cloud Native Projects, application services, and operators. You can easily delegate tasks with other Chkk features—such as **Add Comments** and **Add Custom Steps**—to embed internal guidelines, tools, and workflows into every Upgrade Plan. Chkk also uses **Captured Learnings** to track and reapply your organization's proven upgrade practices, ensuring that future templates and plans automatically inherit the same best-practice steps where applicable.

## Usage

Follow the steps below to **Request an Upgrade Template**:

<Tabs>
  <Tab title="Cluster Upgrade Template">
    <Tabs>
      <Tab title="Request a Template through Upgrade Templates">
        <Steps>
          <Step title="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**.
            4. On the **Cluster Upgrade Templates** page, locate the **Request Cluster Upgrade Template** button (top-right).
          </Step>

          <Step title="Select a Representative Cluster">
            1. Click **Request Cluster Upgrade Template**.
            2. From the list presented, choose the **Cluster** that best represents the environment (e.g., dev, prod) for which you want to request a template.
          </Step>

          <Step title="Pick Your Upgrade Type">
            1. Under **Select Upgrade Type**, choose one of the available Upgrade options (e.g., **Pick for me**, **In Place**, **Blue Green**, **Rolling**, etc.).
            2. Each option specif   ies a different upgrade strategy and approach for your cluster.
            3. After selecting the Upgrade Type, you'll be redirected back to the **Cluster Upgrade Templates** page, where your newly requested template will appear with the status: **Waiting for Template**.
          </Step>
        </Steps>
      </Tab>

      <Tab title="Request a Template from Upgrade Assessment">
        <Steps>
          <Step title="Open Upgrade Assessments">
            1. In the **Chkk Dashboard**, expand **Upgrade Copilot** on the left-hand menu.
            2. Click **Upgrade Assessments**.
            3. Locate the assessment whose **Status** is **Available**.
          </Step>

          <Step title="Trigger the Template Request">
            1. On the far-right of the assessment row, click the **Actions** dropdown (⋮).
            2. Choose **Request Upgrade Template**.
          </Step>

          <Step title="Configure the Template">
            1. The **Request Cluster Upgrade Template** wizard opens with the same cluster pre-selected.
            2. *(Optional)* Use **Select Owner** to assign responsibility.
            3. Under **Select Blueprint**, pick **Pick for me**, **In Place**, **Blue Green**, or **Rolling**—exactly as you would in a normal template request.
          </Step>

          <Step title="Submit and Track">
            1. Click **Request Cluster Upgrade Template** to submit.
            2. You'll be redirected to **Upgrade Templates → Clusters**, where the new entry shows **Waiting for Template**.
            3. When generation completes, the status changes to **Available** and you can open the template just like any other.
          </Step>
        </Steps>
      </Tab>
    </Tabs>
  </Tab>

  <Tab title="Project Upgrade Template">
    <Steps>
      <Step title="Navigate to Project Upgrade Templates">
        1. In the **Chkk Dashboard**, expand **Upgrade Copilot** on the left menu.
        2. Click **Upgrade Templates** and then **Projects**.
        3. You will see a list of all existing **Project Upgrade Templates**.
        4. On the **Project Upgrade Templates** page, locate and click the **Request Project Upgrade Template** button (top-right).
      </Step>

      <Step title="Select a Representative Project Instance">
        1. From the list of Cloud Native Projects, choose the instance that most accurately represents all of the other Cloud Native Project instances across your fleet.
        2. This Cloud Native Project instance will be used to generate the upgrade template.
      </Step>

      <Step title="Request the Project Upgrade Template">
        1. Review your selected Cloud Native Project details (e.g., tag, cluster, etc.).
        2. Click **Request Project Upgrade Template** to finalize your request.
        3. You'll be redirected back to the **Project Upgrade Templates** page, where your newly requested template will appear with the status: **Waiting for Template**.
      </Step>
    </Steps>
  </Tab>
</Tabs>