Runsheet Managment

Introduction

The Runsheet (aka Standard Operating Procedures) is a method of better standardizing and tracking your Environment & Release Operations (& tasks). The Runsheet Management module helps promote this best practice and better track and coordinate them.

Module Navigation

In Enterprise this module has 3 key sub-trees Home + Reports + Management. Home is used for executive & activity dashboards, reports is insights focused and management is focused on adding/editing data specific to that module.

Note: Non-Enterprise editions have a flat (non tree structure).

Home

Runsheet Dashboard

A dashboard providing executive details about runsheet status.

Default Enterprise Location: Runsheet Management / Home

This dashboard has 5 sections:

  1. Executive Banner Buttons
  2. Open Runsheets by Type
  3. Recently Closed Runsheets
  4. Runsheet Template Breakdown (Automated versus Manual)
  5. Available Runsheet Templates (by Function Type)

Usage:

  • Banner Buttons are Read-Only
  • Use Tabs to Toggle between Chart & Grid Views
  • In Grids, you can select a row and use “View” to edit information
  • In Charts, you can toggle information on and off (click on “key”)

Runsheet Activity

A dashboard providing executive details about runsheet activity.

Default Enterprise Location: Runsheet Management / Home

The dashboard is broken into 2 sections:

  1. Executive Banner Buttons
  2. Table to view Open Runsheets, Runsheets Overdue, Runsheets Completed, Open Tasks, Failed Tasks and Passed Tasks.

Usage

  • Select “List” in a Banner Button (Section-1) to list objects in Section-2
  • Select “Add” in a Banner Button to add a new object
  • View Object Information with the Editor (“View” Button).
  • If you only want to see deployment activities belonging to you then use the “Green Button” (My Runsheets) to filter.

Reports

Runsheet Calendar

Track & communicate all your runsheets on the Runsheet Calendar.

Default Enterprise Location: Runsheet Management / Reports

Note: The default calendar view is the year view (as above).  

Usage

  • Select perspective / calendar style (1)
  • Choose an Environment / Lane (2). Default is all.
  • Edit/View Runsheet in Editor* by clicking on an existing runsheet (3).

*Runsheet Editor Screenshot:

Key information (in red) includes: Type, Steps and Scheduled Event its attached to.

  • Add new Event (schedule) by clicking on “Add Event” button (4).

Runsheet Schedule

A Gantt style view of all scheduled runsheets.

Default Enterprise Location: Runsheet Management / Reports

Three key elements:

  1. The runsheet (with timelines & runsheet status)
  2. The runsheet tasks (with timelines & task status)
  3. Today’s date

Usage:

  • You can deep dive into Runsheet Editor or Task Editor by clicking on Gantt Line.
  • Use buttons on top to Zoom and Expand/Collapse Tasks.

Management

Runsheet Tracker

An area to search for, view and manage active runsheets.

Default Enterprise Location: Runsheet Management / Management

Usage:

  • Search for an “Active” Run-Sheet (1)
  • Select “Active” Run-sheet (2)
  • Use Kanban board to progress tasks through their life-cycle (3)
  • Collaborate/Share comments when necessary (4)

Manage Runsheet Templates

An area to manage & create runsheet templates.

Default Enterprise Location: Runsheet Management / Management

Usage:

  1. Search for existing runsheet e.g. GDW
  2. Filter by type of runsheet i.e. Event, Batch or Implementation
  3. Edit the Runsheet or
  4. Add a Runsheet

Note: On selection (3) or (4) a Runsheet Editor will appear at bottom of screen.

This editor can be used to quickly build a runsheet visually.

Ask the Script Guy

If you're unsure how to do something then please reach out to the enov8 engineering team. We are happy to help you with any problem you have, including automation and integration tasks. The support button (available to Large & Enterprise customers) can be found at the bottom right of your screen.

 Tip! If there is nobody online then just leave a message, we'll get back to you. 

     
Updated on January 27, 2019

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