Adding a Stage

The Add, Move, Copy and Delete Stage functions allows a user to quickly build or amend new and existing Runbooks.

To Add, Move, Copy or Delete a Stage click on the Edit button of your Runbook The Edit button will turn blue to indicate you are on this view.

Click the Rows action icon next to the Stage you wish to Edit.

To add a Stage click Add Stage.

Input New Stage Details

Populate the new Stage by clicking into each field and adding the new Stages information. This will include the Stage Name, the Stage Owner, Team, Task Description and Technical Detail, if known at this time, if not these can be added at a later time. The only field which is mandatory is the Stage Name.

Click Save.

Note that if no Checkpoint Duration is specified, the Checkpoint Duration will default to zero.   When a Stage has a Checkpoint Duration of zero, the Stage Checkpoint will be marked completed on completion of the preceding task or when all tasks are auto approved within the Stage. If the checkpoint has a duration greater than zero, the Stage Checkpoint needs to be activated and completed, perhaps reflecting that approval to proceed to the next Stage is required (and will take the specified Checkpoint Duration).

Click Save.

Populated New Stage

A newly created Stage will only contain the header and checkpoints. Tasks can now be added to the new stage - see Adding Task for details.

There is no limit to the number of Stages that can be added to an Runbook.

Return to Run mode to see your new Stage Listed.

Populate New Stage

Once the Stage is populated with tasks the dark blue Stage Header will show the Start and End time of the stage as well as the Total Stage Duration.

Please note that there is no limit to the number of Stages you can have within an Runbook.