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Executing Runbooks

Execute runbooks to follow documented procedures step-by-step, ensuring consistency and tracking completion.

Starting a Runbook

From the Runbooks Page

  1. Navigate to Runbooks
  2. Find the runbook you need
  3. Click Execute from the actions menu
  4. The wizard interface opens

Execution Interface

The runbook wizard shows:

  • Current step number and title
  • Step instructions
  • Navigation buttons
  • Progress indicator

![Placeholder: Runbook Execution Wizard Showing Current Step with Navigation]

Following Steps

Step Display

Each step shows:

  • Step number and title at the top
  • Instructions in the main area
  • Navigation options at the bottom

Moving Through Steps

Next: Advance to the next step Previous: Go back to review Skip: Skip optional steps Exit: Leave the wizard

Progress Tracking

  • See which step you’re on
  • View total number of steps
  • Track completion percentage

Decision Steps

Following Branches

When you reach a decision step:

  1. Read the decision question
  2. Follow the instructions
  3. Click the appropriate step number
  4. The wizard jumps to that step

Example:

Step 5: Is the service running?

If YES - Click "Go to Step 6"
If NO - Click "Go to Step 10"

![Placeholder: Decision Step with Go to Step Buttons]

Execution Tracking

What’s Recorded

  • Start time
  • Completion time
  • Which steps were completed
  • Who executed the runbook

![Placeholder: Runbook Execution History Table]

Viewing History

  • See past executions
  • Check completion status
  • Review execution times

Best Practices

Before Starting

  • Read the runbook description
  • Ensure you have necessary access
  • Understand what the runbook does

During Execution

  • Follow each step carefully
  • Don’t skip critical steps
  • Use Previous to review if needed

After Completion

  • Confirm the goal was achieved
  • Note any issues encountered
  • Suggest improvements if needed

Tips for Success

Take Your Time

  • No need to rush
  • Read each step fully
  • Verify actions complete

When Stuck

  • Review previous steps
  • Check the runbook description
  • Ask team members for help

Making Notes

  • Document any deviations
  • Note unexpected results
  • Share learnings with team

Common Issues

Can’t Proceed

  • Ensure current step is complete
  • Check for required actions
  • Try using Skip if appropriate

Wrong Path

  • Use Previous to go back
  • Navigate to correct step
  • Continue from there

Step Unclear

  • Review the full instructions
  • Check for examples
  • Ask for clarification

Learn more