Training Courses

A series of knowledge base articles that will include all user training material. This will including course synopses and multi-media content.

• Runbook Management (RBM) Overview
• Login and Access to RBM
• Home Page - Quick Actions
• RBM Home Page - Events, Runbooks, Tasks and Issues
• RBM Home Page - Tasks and Issues
• RBM Roles, Permissions and Access
• Create an Event
• Event Membership
• Create a Runbook
• Runbook Details Page
• Runbook Membership
• Add and Remove Runbooks to and from an Event
• Schedule an Event
• Build a Runbook with Stages and Tasks
• Task Detail
• Task Slide-In for Editing & Actioning
• Build a Runbook - Create Dependencies in a Runbook
• Build a Runbook - Create External Dependencies
• Adding the Milestone Flag to a Task
• Skip a Task
• Auto Activate Tasks
• Auto Complete Tasks
• Assigning Tasks
• Uploading a Document to a Task
• User Defined Fields
• Approve Tasks
• Approve a Runbook
• Approve an Event
• Clone an Event
• Activate an Event
• Activate a Task
• Complete a Task
• Raise a No Action Issue
• Raise an Issue to Suspend a Task
• Edit or Close an Issue
• Shipped Reporting Views
• Import data into a Runbook
• Raise a Support Ticket
• Create a Runbook Backout
• Invoke a Backout
• Filtering on Planner data
• Create a Private Report
• Setting up Notifications and Warnings
• Delete an Event