How to manage playbooks

Once you've created a playbook, you can monitor, modify, or delete it at any time.

Monitor your playbook

To monitor your playbooks runs:

• When running a playbook immediately, you will be redirected to the monitoring page within 5 seconds.
• At any other moment:
  1. In the left menu in Atlan, click Governance.
  2. Under the Governance heading of the Governance center, click Playbooks.
  3. In the playbooks manager, select the playbook you'd like to view.
  4. In the Overview section of your playbook, you'll be able to monitor:
     • A summary of the rules, actions, and updated assets.
     • An activity log for recent runs and updates over time.

Modify your playbook

To modify an existing playbook:

1. In the left menu in Atlan, click Governance.
2. Under the Governance heading of the Governance center, click Playbooks.
3. In the playbooks manager, click the playbook you'd like to modify.
4. On your playbook page:
   • To edit the name and description of your playbook, hover over your playbook and click Edit.
   • To modify the rules of your playbook, click Rules to make your changes and then click Update to save them.
     • (Optional) To add a new rule to an existing playbook, in the left menu for playbook rules, click + Add new Rule. 
   • To turn off a playbook filter, to the right of any filter, click the three horizontal dots and then click Disable. Click Enable to turn on any disabled filters.
   • To modify the schedule for your playbook, in the upper right of your screen:
     • Click Run Now to run it immediately.
     • Click the pencil icon to modify or remove the schedule.

Delete your playbook

To delete an existing playbook:

1. In the left menu in Atlan, click Governance.
2. Under the Governance heading of the Governance center, click Playbooks.
3. In the playbooks manager, hover over the playbook you'd like to delete and click Delete Playbook.
4. Click Delete to confirm.