> ## 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/Plan Ownership

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

Chkk's Upgrade Template/Plan Ownership feature enables teams to assign clear responsibility to an individual for any Upgrade Template or Upgrade Plan. When an owner is assigned to a Template, only that person can approve it, ensuring that approval remains a single-threaded decision. Once approved, the owner is automatically carried forward to the Upgrade Plan that gets instantiated from that Template, though this can be changed as needed. Upgrade Plans can be marked as completed by any team member, regardless of who the owner is.

This feature supports reliable governance across teams that manage specific areas of platform infrastructure—such as service mesh, observability, networking, or IAM—by providing a mechanism to assign accountability for upgrade readiness. Ownership helps streamline approvals, support smoother handoffs during staffing transitions, and maintain continuity in large or distributed teams. If no owner is assigned, the approval process remains open to all users. Ownership can also be reassigned at any time, allowing teams to adapt quickly to changes without interrupting upgrade workflows.

## Usage

Follow the steps below to assign, re-assign, or remove an **Owner** for Upgrade Templates and Upgrade Plans:

<Steps>
  <Step title="Assign an Owner while Requesting a *new* Upgrade Template">
    <Note> This workflow applies to both Cluster and Project Upgrade Templates. </Note>

    1. In the **left-hand column** of the **Chkk Dashboard**, expand **Upgrade Copilot → Upgrade Templates** and select either **Clusters** *or* **Projects**. Click **Request Upgrade Template**.
    2. Choose the **representative resource** (cluster for Cluster templates, Project instance for Cloud Native Project templates) that will be used to generate the template.
    3. In **Select Owner**, use the **search** bar to select an owner or choose **Owner Not Required** to leave the template ownerless.
    4. Complete the remaining fields (Upgrade Type, etc.) and click **Request Upgrade Template**.
    5. You'll be redirected back to the **Cluster** *or* **Project** **Upgrade Templates** view, where your newly requested template will be visible with the chosen owner shown in the **Owner** column.
  </Step>

  <Step title="Change / Re-assign / Remove the Owner on an Existing Upgrade Template">
    <Note> This workflow applies to Cluster Upgrade Templates, Project Upgrade Templates, Cluster Upgrade Plans, and Project Upgrade Plans. </Note>

    1. Navigate to **Upgrade Copilot → Upgrade Templates** and open the **Clusters** or **Projects** tab, depending on which template you need to modify.
    2. Locate the desired **Upgrade Template** and click the **︙ (three-dots)** menu at the far right of its row.
    3. Click on the **search** bar next to the **Change Owner** field to select a new owner or pick **Owner Not Required** to clear the field.
    4. The table refreshes automatically, and the **Owner** column now reflects the updated value (or is blank if no owner is set).
  </Step>
</Steps>