Viewing the progress of a case playbook

The Playbook progress page shows which playbooks are running on a case. You can view the overall status of the case playbooks, or you can drill through to view the playbook progress and status of each node.

Procedure

To open the Playbook progress page, follow these steps:
  1. On the Cases tab, click the name of the case that you want to review.
  2. To view the list of case playbooks, click View playbooks.
    Click the arrow () to expand the playbook row and view information about the playbook functions.
    playbook progress example
  3. To view the playbook progress, click the playbook name.
  4. To view the functions of the playbook, click the View full playbook activities () icon.
  5. To cancel a running instance of the playbook, click the Cancel playbook () icon.

Playbook progress visualization

The Playbook progress visualization shows the progress of a running case playbook. Click each node on the canvas to view more information about it.

Figure 1. Playbook progress visualization page
status of playbook nodes

Active nodes in the playbook are shown with a status indicator in the upper right. Inactive playbook nodes do not have an indicator and appear less bright on the canvas.

Table 1. Status indicators for activated playbook nodes
Status indicator Description

Completed

In progress

Suspended

Canceled

Error
Tip: The Playbook progress visualization is read-only. Use Playbook Designer to change a playbook.