What to ask about backups, exports and business continuity

Ask about backups, exports and recovery as separate capabilities. An export provides the records supplied in that format. A backup and tested restore process addresses recovering the service or data after a problem. One is not evidence of the other.

Explore the wider trust, access and operational records guides for the steps around this decision.

Vendor due-diligence questions

Area	Question
Backup	What is backed up and how often?
Recovery	What restore process has actually been tested?
Availability	What happens during a service interruption?
Export	Which records, files and relationships are supplied?
Access	Who can perform recovery/export actions?
Retention	What happens after cancellation and under the applicable policy?

Obtain current provider answers and evidence. Do not turn a general ‘cloud hosted’ statement into a promise of a particular recovery time or hosting location.

An illustrative continuity need

The business needs tomorrow’s assigned jobs and unpaid balances during an interruption. Identify what authorised records can be retained for that purpose and how they will be protected. A customer-contact CSV alone may not contain the operating position needed to continue safely.

Check your own responsibilities

Store exports under appropriate access controls and retention rules. Keep sign-in and account-recovery arrangements available to authorised people. Avoid assuming local browser storage is a complete archive of business data.

JobDiary’s approved offer includes export, but no specific backup frequency, restore target or independent certification is asserted in this guide. Get the current answers for the actual account before making them part of a continuity plan.

Connect this to the next step

Continue with A social approval queue vs automatic social posting. If the next issue is elsewhere in the workflow, use Can you leave a job app and take your data with you?.

See JobDiary product questions to check how the product supports this work. Use the current product description and a trial to verify the fit for your business.