Support & operations · Practice guide

Check your backups cover the working service

Illustrative situation

A team backs up website files but has no recoverable copy of form configuration or the records needed to rebuild its publishing process. A backup needs to support rebuilding the working service, not just recovering visible pages. Forms, settings, assets and information held elsewhere may all matter. Ask the responsible owners to identify what a useful restoration requires.

Healthcare website support desk with a system checklist, telephone and orange notebook.
Know who to call and what help your support arrangement includes.

What this means for your practice

Define recovery around the working service, including its settings and necessary information. Ask the responsible owners to confirm how each part can be restored.

An example to discuss with your team

Start with an empty authorised test environment and list everything needed to recreate one representative user journey.

Healthcare website maintenance with infrastructure, a status panel, tools and an operational checklist.
Monitor the useful journey, not just whether a server responds.
Healthcare backup and recovery illustrated by storage copies, an archive folder and a restoration route.
Test whether a backup can restore a usable service.

How to review the arrangement

Start with an empty authorised test environment and a representative journey. What is needed before a visitor can complete it again? Ask the maintainer to identify items restored by other suppliers and access required. This reveals gaps that a list of successful backup jobs may not show.

Ask what a replacement maintainer would need

Imagine an authorised replacement team starting with the recovery materials. They may need website files, images, settings, information records and access to services managed elsewhere. Ask the current supplier to explain how those pieces fit together and which ones its backup actually covers.

Choose a representative task, such as viewing service information and completing a test enquiry. Work backwards from that task to identify what must be available for it to function after recovery. A backup of pages alone may leave the form destination or a necessary connection unconfigured. Agree who supplies and verifies each missing part. Keep the recovery instructions with appropriate access and review them when the website changes. The purpose of the exercise is to find practical gaps before an outage, while there is time to resolve them through the responsible owners and test the updated arrangement safely.

How to check the result

Measure the proportion of required recovery components with a documented and tested restoration route.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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