Platform Training Videos

Self-training materials to facilitate basic use of the platform

Max Walmsley avatar
Written by Max Walmsley
Updated over a week ago

This series of videos acts as a reference guide and will enable you to gain a foundational understanding of the Cutover platform and its powerful functionality.


What is Cutover?

Navigating Workspaces

Navigating Runbooks

Downloading & Uploading Runbooks

Creating Runbooks

Workflow for Templates

Execute Runbooks and Tasks

The ways of executing a runbook and a detailed look into how to start a run and understand the settings for Runbook Admins.

A deep dive on executing tasks, including how to add comments, skip tasks and send ad hoc comms. How to Pause, cancel and complete a run. And finally, the audit log and reporting related to executing your runbooks.

Understanding Task Types

When you create a task, it is required to specify the kind of task it is. Each task type has predefined behaviors which can be used in a variety of ways depending on your use case. This video explores the different task types available in the Cutover platform, what each of them are and how they can be used in your runbook.

Multi Runbook Dashboards

Summary of Roles and Permissions

This clip will outline the details of all available roles that can be assigned to users on the Cutover platform. Our roles are split into multiple types and and categories, within each category, there are roles that can be assigned to suit your organization structure and you can also allocate multiple roles for the same user.

Introduction to Snippets

Linked Runbooks, Part One - Plan Linked Runbooks

In this video we’ll explore Linked Runbooks during the planning phase:

An overview of the Linked Runbooks feature

Deep dive into how to use the New Linked Task Type along with the concept of parent and child runbooks and how it differs between runbooks and templates.

Learn more about Create Linked Task Type and Use Linked Task Type in Planning mode in our Help Center. For additional details, check out the Linked Runbooks collection.

Linked Runbooks, Part Two - Execute Linked Runbooks

In this video we’ll explore Linked Runbooks during the execution phase:

What to expect from during a rehearsal and live run

Audit log and dashboard relates to the linked runbook feature.

Learn more about Use Linked Runbooks in Rehearsal and Use Linked Runbooks in Live in our Help Center. For additional details, check out the Linked Runbooks collection.

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