Control 2.3: Change Management and Release Planning - Verification & Testing

This playbook provides verification and testing guidance for Control 2.3.

Verification Checklist

Step	Action	Expected Result
1	Review pipeline configuration	Pipelines exist for Zone 2-3
2	Check approval gates	Gates configured per zone
3	Review change history	All changes documented
4	Test rollback procedure	Previous version restorable
5	Verify audit trail	Complete change records

Rollback Procedures

Rollback Triggers

Trigger	Action	Timeline
Critical failure	Immediate rollback	<1 hour
Performance degradation	Assess, then rollback	<4 hours
User-reported issues	Investigate, then decide	<24 hours
Compliance concern	Hold, assess, decide	Immediate hold

Agent Rollback Decision Matrix

Scenario	Decision Authority	Max Rollback Time	Approval Required
Security vulnerability	Security Admin	1 hour	Post-rollback notification
Regulatory violation	Compliance Officer	4 hours	CCO notification
Customer-impacting error	AI Governance Lead	2 hours	Post-rollback documentation
Performance degradation	Platform Admin	4 hours	Manager approval
Incorrect responses	Designated Supervisor	24 hours	AI Governance Lead
User complaints (non-critical)	Agent Owner	48 hours	Standard change process

Immediate Rollback Procedure (< 4 hours)

For critical issues requiring immediate response:

Authorization

This procedure is authorized for: - Security Admin (security issues) - AI Governance Lead (customer-impacting issues) - CCO (regulatory issues)

Steps

1. Suspend Agent

Navigate to Copilot Studio
Select agent > Settings > Publish
Set status to "Draft" (unpublish from production channel)
Confirm suspension in agent registry
Time: _ Operator: ___

2. Notify Stakeholders

Send immediate notification to:
Agent Owner
Business stakeholders
IT Operations (if applicable)
Template: "Agent [Name] has been suspended due to [brief reason]. Investigation in progress."
Time: _ Operator: ___

3. Restore Previous Version

Option A: Solution Rollback (if change was solution-deployed) - [ ] Import previous solution version from backup - [ ] Verify import success - [ ] Republish agent

Option B: Configuration Restore (if change was in-place) - [ ] Retrieve previous configuration snapshot - [ ] Manually restore configuration components - [ ] Test in development environment - [ ] Republish to production channel

4. Validate Rollback

Test agent functionality
Verify previous behavior restored
Confirm no new issues introduced
Time: _ Operator: ___

5. Document and Notify

Update agent registry with rollback
Send stakeholder notification: "Agent [Name] restored to version [X.Y.Z]"
Create incident record
Schedule post-incident review

Planned Rollback (> 4 hours)

For non-urgent rollbacks that can follow standard change process:

Initiate rollback request via standard change management
Identify target version from snapshot history
Test rollback in non-production environment
Execute rollback during approved change window
Validate using standard testing procedures
Document rollback with root cause

Solution Backup Strategy

Zone	Backup Frequency	Retention
Zone 1	On change	30 days
Zone 2	Before deployment	90 days
Zone 3	Before deployment + daily	1 year

Agent Version History Requirements

Maintain version history for regulatory examination and troubleshooting:

Zone	History Retention	Detail Level	Storage Location
Zone 1	90 days	Summary	Agent registry
Zone 2	1 year	Standard	SharePoint + Git
Zone 3	7 years	Comprehensive	Immutable storage

Version History Record

Field	Description	Required
Version Number	Semantic version	Yes
Effective Date	When version went live	Yes
Change Summary	Brief description	Yes
Change Category	Prompt/Knowledge/Connector/Action	Yes
Approved By	Approver name	Zone 2-3
Snapshot Reference	Link to configuration snapshot	Zone 2-3
Test Results	Link to test evidence	Zone 2-3
Rollback Status	Never/Rolled back on [date]	Yes

Agent Version Management Checklist

Before Any Change

Current version documented in registry
Configuration snapshot captured
Snapshot committed to version control
Rollback plan documented
Change request approved (Zone 2-3)

During Change

Changes made in development environment
Testing completed per governance zone
New version number assigned
Version history updated

After Change

Rollback Readiness

Previous snapshot accessible
Rollback procedure current
Rollback authority contacts available
Communication templates ready

A/B Testing for Agent Updates (Zone 3)

For Zone 3 agents or significant changes, implement A/B testing:

# Agent A/B Testing Configuration
ab_testing:
  enabled: true
  test_duration_days: 7
  traffic_split:
    control: 80%    # Current production version
    treatment: 20%  # New version

  success_metrics:
    - metric: "resolution_rate"
      minimum_improvement: 0%
      maximum_degradation: 5%
    - metric: "csat_score"
      minimum_improvement: 0
      maximum_degradation: 0.2
    - metric: "error_rate"
      minimum_improvement: 0%
      maximum_degradation: 2%

  auto_rollback_triggers:
    - condition: "error_rate > control_error_rate + 5%"
      action: "immediate_rollback"
    - condition: "csat_score < control_csat - 0.5"
      action: "pause_and_review"

  graduation_criteria:
    - "All success metrics met"
    - "No critical errors"
    - "Stakeholder sign-off"

Documentation Requirements

Change Record Contents

Field	Description	Required
Change ID	Unique identifier	Yes
Description	What is being changed	Yes
Justification	Why the change is needed	Yes
Risk assessment	Potential impact	Zone 2-3
Test results	Validation evidence	Zone 2-3
Approvals	Who approved	Yes
Deployment date	When deployed	Yes
Validation	Post-deployment confirmation	Yes

Audit Trail

Maintain records for: - Change requests and approvals - Deployment logs (pipeline or manual) - Test results - Rollback events - Post-deployment validation

Portal Walkthrough - Step-by-step portal configuration
PowerShell Setup - Automation scripts
Troubleshooting - Common issues and solutions

Updated: January 2026 | Version: v1.2