Work with Playbooks in a Case
After Playbooks have been added to a case, you can complete procedures within the Playbook.
To work with procedures in a Playbook:
- Do one of the following:
- Open the Current Case panel and select the appropriate case from the Current Case list.
- Scroll to the Playbooks section.
- Click the arrow to expand the Playbook and show the procedures associated with the Playbook.
- On the top navigation bar, click Cases. Scroll through the case cards until you locate the case with the appropriate Playbook.
- Click the case name.
The Case Details view opens. - To the right of the Evidence pane, in the Playbooks section, click the arrow to expand the Playbook and show the procedures associated with the Playbook.
- Click the case name.
- Open the Current Case panel and select the appropriate case from the Current Case list.
- To see the procedure details, click the arrow next to the procedure.
- To assign the procedure to a user, select an assignee from the list. Only case owners and collaborators are available as assignees.
- To add notes to the procedure, type a note in the Notes box.
- To skip the procedure, click Skip.
- To complete a procedure, click the check box next to the procedure.
- When all procedures in the Playbook are complete, the icon next to the Playbook name changes to a check mark.