ambacti
Explore workflows

PROCESS BACKUP AND ARCHIVING · Workflow idea

Keep recoverable copies of team processes and review retirement carefully.

Create dated copies of selected team process definitions in an approved backup location. Separate active work from items marked for archiving, and keep the archived copy available so an owner can review what is being retired before anything is removed from the active workspace.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
A scheduled backup is due
Produces
A dated backup collection with archive candidates clearly separated for owner review.
Category
Security

01 / The starting point

A clear request.
A useful direction.

Team process definitions selected for backup and retention

“Prepare recoverable backups and archive copies, requiring an authorized owner to approve removal of any item from the active workspace.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps teams keep recoverable copies of important process definitions and organize work that is no longer active.

  1. Choose process definitions for backup

    Identify the team processes in scope and retain a clear name and review date for each copy.

  2. Create dated, recoverable copies

    Save a copy in the approved backup area and keep the original process available for comparison.

  3. Separate archive candidates

    Use an explicit archive marker to identify items that may be ready for retirement.

  4. Verify the archive copy

    Check that the archived definition is complete, protected, and available for recovery before any active copy is considered for removal.

  5. Approve retirement before removal

    Require the responsible owner to approve the exact process and confirm its backup before removing it from the active workspace.

03 / The result

Something useful.
Something to build on.

A dated backup collection with archive candidates clearly separated for owner review.

AmbactiWorkflow folio · 5 steps

Back up and archive process definitions

Security · Example outcome

The handoff

A dated backup collection with archive candidates clearly separated for owner review.

Keep in mind

Process definitions may contain private information or credentials, and removing an active item can disrupt work. Exclude or protect secrets, limit backup access, verify that copies can be restored, and require an authorized owner to approve the exact item before it is removed from the active workspace.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose what is backed up and how often

Select eligible process definitions and set an appropriate schedule for creating copies.

Set private backup and archive locations

Choose approved storage areas, limit access, and keep archived items separate from current work.

Define archive and recovery rules

Document how an item is marked for review, how long copies are kept, and how a process can be restored.

Assign backup and retirement approvers

Name who verifies backup completeness and who may approve removing a process from the active workspace.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗