Create a Runbook

How to create a new Runbook in RBM

A Runbook can be created in several ways:

1. By creating a Runbook on the creation of an Event
2. By creating a new Runbook from within an Event
3. By creating a new Runbook from a Template
4. By Cloning an existing Event

Create a new Runbook:

• On creation of an Event, you have the option to create a new blank Runbook or create a Runbook from an existing Template:
  
  
  
• On creation of a Runbook from within an existing Event, go to the Runbooks tab in the Event and select New:
  
  
• Again, you have the option to create the Runbook from scratch or from a Template:
  
  
• The Change type will be the same of the Change type of your Event; Planned Change, Disaster Recovery, Service Recovery or Cyber Recovery.
• You can also choose whether you want to include a Pre-Imp Phase and a Post-Imp Phase. An Imp Phase will be created as mandatory. Equally, you can create and add stages and tasks into these Phases at a later point.
• You can also opt to add a Backout plan, but again, this can be added at a later stage.
• Click the Create button and then refresh the Runbook listing page to see your new Runbook.
• To go to your new Runbook, click on the Runbook id from this page.

Clone a Runbook:

• A Runbook can be cloned by cloning an entire Event.
• Go to the three dots more actions button on the right hand side of the Event details page and select Clone:
  
• Once you have cloned an Event and all the Runbooks within, you can delete certain Runbooks from that Event, or follow the steps above to create and add a new Runbook to the Event.