A Runbook is a collection of articles, procedures, assets, passwords, and all other documentation consolidated into a single PDF file that can be exported/printed and used outside of Passportal.
In order to access Runbooks, you need to have the following permissions: "Admin: Export Data" + "Document: View" as well, you cannot be signed in using a Site Account.
To generate a Runbook in Passportal, follow these steps:
- Navigate to Settings
- Navigate to Import/Export
- Click Generate Runbooks
On the next screen you will be able to select a client(s), and the appropriate fields you are looking at saving in this Runbook.
Under Core Items, there is a toggle called Mask Passwords. If this toggle is enabled, passwords will appear as a bunch of stars. If this toggle is disabled, the passwords will appear in plain text, and you will NOT be able to enable Scheduling.
You can enable scheduling on these Runbooks to run on a schedule by enabling the Scheduling toggle. Schedule is set on a month by month basis based on the frequency you select.
Once you have selected the toggles for items you are wanting to create the Runbook with you can click Create at the bottom of the page.
When you start the creation it will show that the Runbook has been queued, and once the Runbook has been processed you will receive an email.
Depending on the number of items and number of clients you are generating at once, this this process can take up to 24 hours.
When the Runbook has finished processing you will have access to download.