Save and publish a runbook

Creating a runbook involves documenting complex steps. These steps must be reviewed and tested before you can publish the runbook for use in production.

After a runbook is published and used in production, you might improve it based on the feedback that you receive from comments, success rate, and ratings. The runbook editor provides the following actions.

• Cancel: closes the runbook editor without saving any changes.

• Save as: use this action to save a copy of the runbook using a different runbook name.

• Save draft: saves the updates that are added. The editor remains open. Save draft is useful if you are editing a runbook and you want to take a break and continue later. Or you just want to save your changes as you go.

• Save draft & close: saves your changes and closes the editor. You use this option if you need to stop and work on something else.

• Publish: this button is only available when the approval process has been deactivated. After a runbook has been published it can be used by all operators in a production environment.

• Submit for Approval: this button is only available when the approval process is enabled.

If the approval process has been activated, see Runbook approval process for more information about approval before publication.