IT Runbook Template

Draw the runbook as the flow your engineers follow, and keep each step's procedure, commands and contacts one click behind it.

Free forever on the Personal plan

Runbooks: an example

Runbook diagram for a dental practice that goes offline: an alert, three triage checks, four mitigations by cause, verification with the practice and an escalation to an engineer on site, grouped into detect, triage, mitigate and recover phases.
  • The flow on one page

    Detect, triage, mitigate and recover, with every decision visible at a glance.

  • Commands behind the step

    Procedures, commands and contacts open from the step that needs them.

  • Escalation built in

    Time limits and who to call next are part of the runbook, not a separate list.

The basics

What is a runbook?

A runbook is a documented procedure for handling a known event, such as a site going offline, a failed backup or a full disk: how to recognise it, what to check, what to do for each cause, how to confirm the fix and when to escalate. It lets any engineer on call handle the event the same way.

Most runbooks are long pages of numbered steps, which are slow to follow at three in the morning. Drawing the procedure as a flow shows the decisions at a glance, with the detailed steps for each box kept right behind it.

In Blueprintr a runbook is a diagram whose steps open strata with numbered procedures, commands and contacts. MSPs keep each client's runbooks in that client's team, beside the rest of its documentation.

Why Blueprintr

Runbooks your engineers can follow under pressure

The flow on the canvas, the procedure behind every step.

  • Flowchart shapes and phases

    Draw checks as diamonds and actions as boxes, grouped into phases, with labelled yes and no paths. Vellum includes flowchart and BPMN shapes too.

    Vellum
  • Procedures behind each step

    Give each step a stratum with numbered instructions, a Raw tab for commands with line numbers and highlighting, and a table of contacts.

    Stratum
  • On-call snapshots on Enterprise

    Continuum Link attaches dated snapshots from PagerDuty, incident.io, Rootly, Jira Service Management Operations and more to a step's record.

    Continuum
  • A runbook library

    On the Team plan, collect runbooks in a folium: a searchable documentation site with a page tree, page comments and change requests.

    Folium
  • Reviewed before it changes

    On team-owned blueprints, require approval before an edit is merged into the published runbook, so on-call engineers never follow an unreviewed step.

  • Ask which runbook to use

    AI Assist answers questions from the blueprints and documentation you can open. The free plan includes 50 conversation turns a month.

How to

How to write a runbook in Blueprintr

  1. Create a blueprint

    Sign up free and create a blueprint, or start from the operational runbook template in the Compendium.

  2. Draw the flow

    Add the alert, the checks as diamonds and the actions as boxes, grouped into phases.

  3. Write each step

    Right-click a step and add a stratum with its numbered procedure, commands and contacts.

  4. Add limits and escalation

    Put the time limit on each phase and a step for who to call when it runs out.

  5. Link it from the alert

    Publish the runbook and add its link to the monitoring alert, so engineers open it from the page.

Start from a template

Operational runbook

Detect, triage, mitigate, resolve and review as a flow, with a stratum per step, severity definitions, a decision tree, a communications plan and an escalation matrix.

Open the Compendium

FAQ

Questions about runbooks

Is this runbook template free?

Yes. The Vellum editor and strata are on the free Personal plan, and the Compendium includes an operational runbook template to start from. Runbook libraries in a folium are part of the Team plan.

What should a runbook include?

The symptom or alert it covers, the checks in order, the action for each cause, commands ready to copy, contacts, time limits with escalation, and how to confirm the fix and close the ticket.

What is the difference between a runbook and a playbook?

A runbook is the procedure for one known event, step by step. A playbook covers a type of incident, such as a security breach, with roles and decisions, and often calls several runbooks along the way.

Can I put commands and scripts in a runbook?

Yes. A stratum's Raw tab holds commands or scripts with line numbers and syntax highlighting, and rich text can include code blocks, so engineers can copy them straight from the step.

Can I link a runbook from a monitoring alert?

Yes. Every published blueprint has its own link. Add it to the alert's description so the on-call engineer opens the runbook from the alert itself.

Does Blueprintr run the steps for me?

No. Blueprintr documents the procedure; it does not run commands or change systems. Engineers follow the steps and record what they did in the ticket.

Write the runbook once, and keep every step one click away