Runbooks¶

Runbooks are step-by-step procedures for handling operational tasks. They capture institutional knowledge and ensure consistent response to common situations.

Status: This feature is planned for Phase 4. See the Roadmap for details.

What is a Runbook?¶

A runbook is a documented procedure that describes:

1. When to use it - Trigger conditions
2. What to do - Step-by-step instructions
3. Expected outcome - How to verify success
4. Escalation path - Who to contact if it doesn't work

Planned Features¶

Runbook Structure¶

# Runbook: Restart Web Server

## Trigger
- High memory usage alert
- 502 errors increasing

## Prerequisites
- SSH access to production server
- Sudo privileges

## Steps
1. Connect to server: `ssh prod-web-01`
2. Check current status: `systemctl status nginx`
3. Restart the service: `sudo systemctl restart nginx`
4. Verify: `curl -I https://example.com`

## Rollback
If restart fails, check logs: `journalctl -u nginx -n 50`

## Escalation
Contact: @oncall-engineer

Categories¶

Category	Examples
Incident Response	Server restart, failover, rollback
Maintenance	Backups, updates, cleanups
Onboarding	New user setup, access provisioning
Troubleshooting	Diagnostic procedures

Integration with Tickets¶

• Link runbooks to ticket types
• Suggest relevant runbooks when creating tickets
• Track runbook usage per incident
• Update runbooks based on incident learnings

Benefits¶

• Consistency - Same procedure every time
• Speed - No guesswork during incidents
• Training - Onboard new team members faster
• Knowledge capture - Preserve institutional knowledge
• Compliance - Document standard procedures

Coming Soon¶

We're designing the runbook system to be simple yet powerful. Key goals:

• Easy to create and edit
• Version history for changes
• Search and discovery
• Integration with ticket workflow

Check the Roadmap for updates!