Cutover workspaces can be tailored based on the needs of your organization.
The workspace panel allows users to navigate easily between the workspaces they have access to.
Workspace managers can grant permissions to additional workspaces. To create additional workspaces, please reach out to your Customer Success Manager for further information or contact our support team via the in-app help, or at firstname.lastname@example.org.
By default in your workspace, a runbook will be classified as normal, with no configurations or customizations applied. Runbooks created from the normal runbook type will use the seven default task types (Normal, Validation, Milestone, Checklist, Call, SMS, and Email) and a standard dashboard setup of eight dashboard components.
Workspace managers can tailor workspaces by adding any number of different runbook types. For example, if your workspace is being used for resilience activities, you can create a variety of resilience-focused runbook types.
New runbook types can be created by clicking the Settings icon on the bottom left-hand corner of your screen. Next, click the + icon to create a new runbook type.
Create a runbook from approved templates made available by the workspace runbook creators in your Cutover instance. The option to create a runbook from a template will appear in the process of creating a new runbook.
Additional task types can be defined and applied to different workspaces, allowing you to tailor specific runbook types even further. For example, if a Daily Checks runbook type doesn’t require the six default task types provided by Cutover, these task types can be changed to Handover and Update, for example.
The benefit of creating new task types is that you can decide the execution specifics and tailor the task type to meet your needs.
To create new task types, please reach out to your Customer Success Manager, or contact our Support team via the in-app help, or at email@example.com.
Tailor tasks and runbooks based on your work. For example, you may want to add a Jira reference number custom field to your validation task type, or an Incident number field to your incident response runbook type. When tasks or runbooks are executed, the information captured is stored along with the change providing an audit trail.
Adding custom fields allows you to expand on task or runbook-level data. This results in a more effective categorization of your work. These custom fields can also be added to filter panels, resulting in a more powerful filtering capability on the runbook list and task list.
Custom fields available include a text field, where the user can enter text themselves, or alternatively, it can have text defined at the custom field setup which is displayed at all times.
There is also a single select custom field that can provide a dropdown of predefined values, a radio button (as seen in the image above), or a multi-select option that provides a set of checkboxes.
There is also a user custom field available that provides a list of all workspace members, and an endpoint custom field, which references a set of values from a data source outside of cutover.
Custom fields can be set up to display when a task is started, a task is finished by someone actioning the task, or when the task is edited by the Runbook Admin or Stream Editor. In addition to this, custom fields can also be set up to display when a runbook is created or edited by a Runbook Admin.
In order to set up custom fields on your runbooks and tasks, feel free to check out the "Requesting a new Custom Field" article and reach out to your Customer Success Manager, or contact our Support team via the in-app help, or at firstname.lastname@example.org.
Dashboards are available on a single runbook dashboard (SRD), located within the runbook, or across multiple runbooks in the form of the multi-runbook dashboard (MRD) view. The MRD enables any workspace member to get a real-time view of progress across runbooks. The Cutover default dashboards contain a number of components reflecting some information on the task list or runbooks on a workspace.
Configuring your workspace with specific runbook types, task types, and custom fields not only enriches data, adds context, and improves the filtering of tasks and runbooks, it also enables custom dashboard components to be tailored to your workspace to create more meaningful/actionable data.
An example of this could be where a workspace manager has a number of organization-wide changes taking place, over various departments with stakeholders worldwide (see image below).
For this change, they have made use of four different runbook types to break down the work being undertaken and process the change taking place more effectively. Rather than seeing a dashboard where the runbooks are shown broken down simply by folder or whether the runbook is in rehearsal or live-run, the Workspace Manager can break this down further and create a dashboard displaying specific relevant information on the changes taking place.
If you have any questions or need guidance on customizing your workspace, please reach out to your Customer Success Manager, or contact our Support team via the in-app help, or at email@example.com.