Defining the Scope of the Playbook

Oct 13, 2025 by recoveryshake.com 19 views

Why is a Site Alert Playbook Necessary?

Occasionally, we need to add a site-wide alert banner to Job Server, such as for extended DB downtime. To ensure that everyone is aware of the process and can manage site alerts effectively, we should have a document that outlines the steps required to create, update, and delete site alert banners. This playbook will serve as a comprehensive guide for managing site alerts, providing a clear understanding of the process and best practices.

How Will We Know When the Playbook is Complete?

The playbook will be considered complete when it has been written, reviewed, and approved by relevant stakeholders. This will ensure that the document is accurate, comprehensive, and meets the needs of the team.

What is the Purpose of the Playbook?

The primary purpose of the playbook is to provide a step-by-step guide for managing site alert banners. This includes:

Creating new site alert banners
Updating existing site alert banners
Deleting site alert banners
Testing site alert banners in a dev environment
Ensuring that agreed text is used between NOD, REX, and RAP

Defining the Scope of the Playbook

The scope of the playbook will include the following:

Overview of site alert banners and their purpose
Requirements for creating, updating, and deleting site alert banners
Best practices for testing site alert banners in a dev environment
Guidelines for ensuring agreed text between NOD, REX, and RAP
Procedures for handling site alert banner errors and issues

Creating a New Site Alert Banner

To create a new site alert banner, follow these steps:

Define the purpose of the site alert banner: Clearly define the reason for creating the site alert banner, such as extended DB downtime.
Determine the target audience: Identify the users who will be affected by the site alert banner.
Create the content: Write the text for the site alert banner, ensuring that it is clear, concise, and easy to understand.
Design the banner: Design the visual aspect of the site alert banner, including the color scheme, font, and layout.
Test the banner: Test the site alert banner in a dev environment to ensure that it is working as expected.
Review and approve: Review and approve the site alert banner with relevant stakeholders, including NOD, REX, and RAP.

Updating an Existing Site Alert Banner

To update an existing site alert banner, follow these steps:

Review the current banner: Review the current site alert banner to determine what changes are needed.
Update the content: Update the text for the site alert banner, ensuring that it is clear, concise, and easy to understand.
Design the updated banner: Design the updated visual aspect of the site alert banner, including the color scheme, font, and layout.
Test the updated banner: Test the updated site alert banner in a dev environment to ensure that it is working as expected.
Review and approve: Review and approve the updated site alert banner with relevant stakeholders, including NOD, REX, and RAP.

Deleting a Site Alert Banner

To delete a site alert banner, follow these steps:

Review the current banner: Review the current site alert banner to determine if it is still necessary.
Determine the impact: Determine the impact of deleting the site alert banner on users and the system.
Delete the banner: Delete the site alert banner from the system.
Test the system: Test the system to ensure that the site alert banner has been successfully deleted.

Testing Site Alert Banners in a Dev Environment

To test site alert banners in a dev environment, follow these steps:

Create a dev environment: Create a dev environment that mirrors the production environment.
Test the banner: Test the site alert banner in the dev environment to ensure that it is working as expected.
Review and approve: Review and approve the site alert banner with relevant stakeholders, including NOD, REX, and RAP.

Ensuring Agreed Text between NOD, REX, and RAP

To ensure that agreed text is used between NOD, REX, and RAP, follow these steps:

Review the text: Review the text for the site alert banner to ensure that it is clear, concise, and easy to understand.
Get approval: Get approval from NOD, REX, and RAP before publishing the site alert banner.
Monitor feedback: Monitor feedback from users and make adjustments as needed.

Handling Site Alert Banner Errors and Issues

To handle site alert banner errors and issues, follow these steps:

Identify the issue: Identify the issue with the site alert banner.
Determine the cause: Determine the cause of the issue.
Fix the issue: Fix the issue and test the site alert banner in a dev environment.
Review and approve: Review and approve the updated site alert banner with relevant stakeholders, including NOD, REX, and RAP.

Conclusion

Q: What is the purpose of a site alert playbook?

A: The purpose of a site alert playbook is to provide a comprehensive guide for managing site alert banners, including creating, updating, and deleting them, as well as testing them in a dev environment and ensuring agreed text between NOD, REX, and RAP.

Q: Who is responsible for creating and managing site alert banners?

A: The responsibility for creating and managing site alert banners typically falls on the IT team or the team responsible for maintaining the website or application.

Q: What are the key steps involved in creating a new site alert banner?

A: The key steps involved in creating a new site alert banner include:

Defining the purpose of the site alert banner
Determining the target audience
Creating the content
Designing the banner
Testing the banner
Reviewing and approving the banner with relevant stakeholders

Q: What are the best practices for testing site alert banners in a dev environment?

A: The best practices for testing site alert banners in a dev environment include:

Creating a dev environment that mirrors the production environment
Testing the banner in the dev environment to ensure it is working as expected
Reviewing and approving the banner with relevant stakeholders

Q: How do I ensure that agreed text is used between NOD, REX, and RAP?

A: To ensure that agreed text is used between NOD, REX, and RAP, follow these steps:

Review the text for the site alert banner to ensure it is clear, concise, and easy to understand
Get approval from NOD, REX, and RAP before publishing the site alert banner
Monitor feedback from users and make adjustments as needed

Q: What are the key steps involved in updating an existing site alert banner?

A: The key steps involved in updating an existing site alert banner include:

Reviewing the current banner to determine what changes are needed
Updating the content
Designing the updated banner
Testing the updated banner in a dev environment
Reviewing and approving the updated banner with relevant stakeholders

Q: What are the key steps involved in deleting a site alert banner?

A: The key steps involved in deleting a site alert banner include:

Reviewing the current banner to determine if it is still necessary
Determining the impact of deleting the banner on users and the system
Deleting the banner from the system
Testing the system to ensure the banner has been successfully deleted

Q: What are some common issues that can arise when managing site alert banners?

A: Some common issues that can arise when managing site alert banners include:

Technical issues with the banner not displaying correctly
Conflicts with other site alert banners
Issues with agreed text between NOD, REX, and RAP
User feedback and complaints about the banner

Q: How do I handle site alert banner errors and issues?

A: To handle site alert banner errors and issues, follow these steps:

Identify the issue with the banner
Determine the cause of the issue
Fix the issue and test the banner in a dev environment
Review and approve the updated banner with relevant stakeholders

Q: Why is it important to have a site alert playbook?

A: Having a site alert playbook is important because it provides a comprehensive guide for managing site alert banners, ensuring that they are created, updated, and deleted efficiently and effectively. It also helps to ensure that agreed text is used between NOD, REX, and RAP, and that user feedback and complaints are addressed.