Mini Project: Your Own Home Security Plan and Scenario Tests

Mini Project: Your Own Home Security Plan and Scenario Tests

Module 18 · Lesson 12

Mini Project: Your Own Home Security Plan and Scenario Tests

You've gone through eleven lessons: notifications, escalation, flooding, smoke, doors, weather, home modes, a supporting alarm, failures, and a dashboard. Now you're not adding another automation. You're assembling all of it into your plan: a document that says what you have, what responds, and how you test it.

This is the module's closing lesson. Plan on about 90 to 120 minutes. Start with the risk map from Lesson 1. Then fill in the entity list, response scenarios, responsible people, and a test schedule. At the end, you'll run through scenario tests from the dashboard.

The rule for this lesson
The security plan lives outside Home Assistant.
HA carries out the responses. The document says what should work and when you check it.

A real-life problem: you have a system, but no plan

A few weeks after finishing the module, you come back to Home Assistant and can't remember which helper tests the escalation, and which one just tests a push. The flood sensor works, but you're not sure whether the water valve will close. The home alarm is armed, but you haven't tested it in two months. Your partner asks: "is this actually safe?": and you answer, "I think so, something's showing green."

That's not a technical failure. It's a lack of documentation and a schedule. Automations without a plan age quietly: a battery dies, an entity gets renamed, someone turns off monitoring "for a moment" and forgets to turn it back on.

In this lesson, you close out the module with one artifact: a home security plan. The dashboard from Lesson 11 is its operations center. A plan in a notebook or a file is its long-term memory.

What's actually the risk

A plan that only lives in your head: a year later, nobody in the house knows what the system does.

A test done once and never again: push worked in February: by July, the phone's permissions have changed.

A gap in the risk map: the kitchen has a sensor, the boiler room doesn't: and nobody notices.

A scenario with no owner: "someone set this up once": nobody knows who acknowledges an alarm.

A plan with no review date: the document sits there, nobody opens it again after writing it.

Step 1: go back to the risk map

In Lesson 1 you built a risk map and the input_boolean.security_audit_started helper. Now fill it in with what you actually built over the module. For each item, add: the HA entity, its status (working / missing / planned), and the lesson number the logic came from.

Example of a completed map: an excerpt

## Flooding
- Kitchen / sink: binary_sensor.kitchen_flood: working: L4
- Bathroom / washer: binary_sensor.bathroom_flood: working: L4
- Boiler room: no sensor: planned Q3

## Doors, windows, gate
- Front door: binary_sensor.front_door: working: L6
- Garage gate: binary_sensor.garage_gate: working: L6

## System failures
- Router / internet: binary_sensor.internet_available: working: L3/L10
- Critical sensors offline: sensor.critical_sensors_offline: working: L10

Gaps are fine: as long as you can see them
The plan doesn't have to be complete right away. It has to be honest. An entry that says "no sensor: planned Q3" is better than a blank field that pretends everything's covered.

Step 2: inventory the entities and helpers

Here's a template for the inventory. Copy it into your plan and only fill in what you actually have. Don't copy everything blindly: your house might have fewer sensors, or different entity names.

Layer Entity / helper Lesson Status
Notificationsscript.notify_household2____
Escalationscript.flood_alarm / script.life_alarm / script.intrusion_alarm3____
Floodinggroup.flood_sensors4____
Water valveswitch.water_valve4____
Openingsgroup.critical_openings6____
Home modeinput_select.home_mode6-8____
Home alarminput_boolean.home_alarm_armed9____
Failure monitoringinput_boolean.failure_monitoring_enabled10____
Home statussensor.home_security_status11____
DashboardSecurity / Home Status11____

If a row's status is "missing": note in your expansion plan when you'll fill it in. If an entity has a different name: write down the right one. The plan has to reflect your system, not the course's ideal example.

Step 3: response scenarios

For every important event, describe the chain from Lesson 1: detect → confirm → notify → escalate → respond. It doesn't have to be YAML: it's a description for you and your household.

Event Detection HA response What the person does Test
Flooding group.flood_sensors Urgent push, escalation, optionally closing the valve I check the flooded area and the valve, and shut off the water by hand if the automation didn't flood_test
An opening in Away mode group.critical_openings + Away mode Push, the supporting alarm, a logbook entry I check the camera and contact a household member or neighbor away_opening_test
The home alarm Zones, the entry delay, motion Siren, escalation, acknowledgment I acknowledge the alarm, check the cause, and only stop the escalation after confirming home_alarm_test
A sensor failure unavailable / battery A plain push, not a full alarm I replace the battery, check Zigbee range and the logbook system_failure_test
No internet binary_sensor.internet_available A local response, SMS if you have it, a dashboard notice I check the router, the UPS, LTE/SMS, and local access to HA WAN test from L10

Copy this table into your plan and adapt the "What the person does" column to your household. HA doesn't replace your decision: it just speeds it up. Without that column, the plan stays a technical list of entities.

Step 4: people, access, and responsibility

A security system doesn't run in a vacuum. Someone has to get the notification, someone has to acknowledge it, someone has to know where the dashboard is and what the alarm-stop button does.

Role Person What they need to know
Acknowledges the alarm ____ Where the dashboard is, and how acknowledging differs from stopping
Gets the critical push ____ What the notification looks like and when to respond immediately
Has dashboard access ____ How to check the home's status and the logbook
Runs the monthly test ____ How to run the checklist and log the test date

If you live alone: put yourself down for every role, but also note who takes over when you're away (a neighbor, family, a roommate).

Step 5: a test schedule

Tests break down into three levels. You don't have to run everything every day: but you have to know what you're checking and when.

Weekly: security_notifications_test (L2). A TEST push to every household member's phone. 2 minutes.

Monthly: the full checklist from Lesson 10 + a dashboard review. 30-45 minutes during the day.

Quarterly: one "live" scenario (e.g. a drop of water, opening a door in Away mode). Warn the household.

Monthly checklist: shortcut for the plan

☐ sensor.home_security_status shows OK with a quiet house

☐ sensor.critical_sensors_offline = 0

☐ The push test (L2) and the failure test (L10)

☐ Critical sensor batteries above the threshold

☐ Alarm acknowledgment and stop work from the dashboard

☐ The logbook shows recent events with no noise

☐ Test date logged in the plan: ____

Log the date in the plan
The test helper resets itself. The date in the document tells you when you actually checked the system. Without a date, a test "happened at some point": and that's not a test.

Step 6: a home security plan template

Copy the template below into a notebook, a Markdown file, or a cloud document. Fill it in during this lesson. This is the most important output of your work in this module.

# Home Security Plan: Module 18
Plan owner: ____
Date created: ____
Last review: ____
Next monthly test: ____

## The overriding rule
HA is an extra layer. Smoke, CO, and gas detectors work on their own.

## Risk map
(paste the completed map from Step 1)

## Entity inventory
(paste the table from Step 2)

## Response scenarios
(paste the table from Step 3)

## People and responsibility
(paste the table from Step 4)

## Test schedule
- Weekly: push test (L2)
- Monthly: checklist (L10 + L11)
- Quarterly: one live scenario

## Dashboard
- Name: Security
- View: Home Status
- Status sensor: sensor.home_security_status

## Gaps and expansion plan
1. ____
2. ____
3. ____

## Notes from the last test
____

Helper: home security plan complete

input_boolean:
  home_security_plan_ready:
    name: "Home security plan ready"
    icon: mdi:shield-check-outline

We don't set initial: false here. This helper is meant to remember its state across a Home Assistant restart. Only turn it on once the plan is filled in and the first monthly test has passed. You can add it to the dashboard next to security_audit_started from Lesson 1: that way you can see: the audit is underway, and the plan is ready.

Scenario tests from the dashboard

This is the practical part of the mini project. Open the Security dashboard and run through three scenarios in order. Log the results in the "Notes from the last test" section of your plan.

A test shouldn't cause damage
When testing flooding, don't flood the floor. When testing the water valve, make sure the household knows the water's about to be shut off. When testing the alarm, warn the household and neighbors if the siren is loud. The mini project is meant to confirm the system works, not create a new problem.

Scenario A: a quiet house
Open the dashboard. home_security_status should show OK, or "Alarm armed: OK." Offline = 0. Internet = available.

Scenario B: the failure test
Click system_failure_test. A TEST push should arrive. The logbook should show activity. The helper returns to off.

Scenario C: Away mode
Set home_mode to Away. First, make sure you know how to stop the alarm from the dashboard. Trip one critical entry point as a test and watch the status sensor and the logbook. If you have an active alarm from Lesson 9, run this test during the day, after warning the household, with the alarm-stop button ready.

Don't test everything at once
Run the scenario with the full escalation (L3) and the home alarm (L9) separately, during the day, with the household informed. The mini project doesn't need to end with a siren at midnight.

A test log and a plan for a non-technical person

Set the schedule for life-safety detectors (smoke, CO, gas) according to the manufacturer's instructions: not a single general quarterly rhythm. A test date with no result isn't enough. Set the helper's date once the full test is done:

- action: input_datetime.set_datetime
  target:
    entity_id: input_datetime.last_security_test
  data:
    date: "{{ now().strftime('%Y-%m-%d') }}"

Only once the whole test is done: not right after clicking the button.

## Test and issue log

| Date | Scenario | Tester | Result | Issue found | Fix deadline | Retest after fix |
|------|----------|--------|--------|-------------|--------------|-------------------|
|      |          |        |        |             |              |                   |

## A mandatory retest after a system change

Repeat the relevant test after:
- replacing a phone,
- renaming a device or an entity,
- replacing the router or access point,
- changing the Zigbee coordinator,
- updating or migrating Home Assistant,
- replacing a sensor, valve, siren, or UPS,
- changing the SMS recipient's phone number,
- adding or removing a household member.

## A one-page reference for a non-technical person

- what the siren means,
- where to shut off the water,
- how to acknowledge an alarm (I'M RESPONDING),
- who to call,
- what not to turn off,
- when to leave the house,
- how to disarm the alarm,
- what to do if HA isn't working.

An expansion plan: what's next after the module

The module gives you a foundation. Few people finish it with sensors covering every room. The "Gaps and expansion plan" section in the document is mandatory: even if you only have one gap.

Priority 1: the biggest uncovered risk (e.g. flooding in the boiler room).

Priority 2: a second notification channel (SMS, a second phone).

Priority 3: a UPS for the router and HA, if you don't have one yet.

Priority 4: sensors you set aside (weather, extra alarm zones).

Every quarter, open the plan and check whether the priorities have changed. A new washing machine, a bathroom renovation, or a new household member is a reason to update the document: not just add an entity in HA.

The dashboard as the plan's operations center

The plan in a file says what should work. The dashboard says what's working right now. Once a month, open both: the plan with its checklist, the dashboard with its status and logbook. If something doesn't match: say, the plan lists a sensor, but the dashboard shows the entity as unavailable: fix it, or update the plan.

An optional helper: the date of the last test

input_datetime:
  last_security_test:
    name: "Last security test"
    has_date: true
    has_time: false
    icon: mdi:calendar-check

After running the checklist, set the date manually on the dashboard. We're not forcing automation here, because the date is meant to mark a genuinely completed test, not just clicking the helper.

Common mistakes

The plan lives in HA, but not outside it: an HA update doesn't update your document.

A checklist with no date: "we tested it at some point": that's not a schedule.

A perfect plan on paper: 40 sensors "planned," zero actually working.

No responsible person: during an alarm, nobody knows who acknowledges it.

The end of the module = the end of testing: a system with no review ages silently.

What not to do

Don't treat finishing the module as a safety certification: it's a plan and a toolkit, not a guarantee.

Don't skip the section on smoke, CO, and gas: certified detectors still work independently of HA.

Don't pretend the plan is finished if you haven't run the monthly checklist at least once.

The module's final assignment

☐ Fill in the risk map from Lesson 1 with entities and statuses from the whole module.

☐ Complete the entity inventory, the response scenarios, and the responsible-people table.

☐ Save the home security plan outside HA (a notebook, a file, a document).

☐ Set the schedule: a weekly push, a monthly checklist, a quarterly live scenario.

☐ Run through Scenarios A, B, and C from the dashboard. Log the results in your plan.

☐ Add the home_security_plan_ready helper, and optionally last_security_test.

☐ Log at least three gaps in your expansion plan with priorities.

Key takeaways

The plan lives outside HA: a document, dates, responsibility.

The risk map + entities: you know what you have and what you're missing.

Responsible people: who acknowledges, who tests, who has access.

A test schedule: weekly, monthly, quarterly.

The dashboard: the hub for daily status and tests.

Gaps are fine: as long as they're logged and prioritized.

What you're taking away from the whole module

Philosophy: HA as an extra layer, not the only protection for life safety.

Notifications: push, escalation, SMS, acknowledgment, local fallback.

Scenarios: flooding, openings, weather, modes, the alarm, failures.

Operations: the dashboard, the logbook, tests, a documented plan.

When to consider the module finished

☑ You have a home security plan document outside Home Assistant.

☑ You have a completed risk map and a list of gaps.

☑ You know who gets the notifications and who acknowledges the alarm.

☑ The security dashboard shows the home's status and the logbook.

☑ You've run the first monthly test and logged the date.

☑ You've scheduled the next test date.

End of the module

You've completed Module 18: Home Security. You now have more than a set of automations: you have a way of thinking: detect, confirm, notify, escalate, respond: and a document that keeps it alive.

The next step isn't another lesson full of YAML. It's the first monthly test on your calendar, and updating the plan whenever something in the house changes. A security system you don't test is a system you don't actually trust: and rightly so.

In Module 19, we'll shift from security to comfort: thermal comfort in the home. You'll build heating logic around how your house actually holds and loses heat, tie it to presence and schedules, and use the same disciplined testing habit you just practiced here to keep it honest room by room.

Congratulations. You have a plan, a dashboard, and the tools. Now take care of them the same way you take care of your home.

Finished this lesson?