Playbook App: What is a Playbook?

In this article, we discuss what a Playbook is and how it can be used in your shop. 

Playbook App - Playbooks

A PLAYBOOK is made up of individual PLAYS. The Playbook is a tool that can be used for training and keeping your policies organized in one place. Also, you can assign policies and training materials to your staff with due dates and review them after the employee has completed the assigned material.

1) To get to the Playbooks tab of the Playbook app click the the tab that says Playbooks. 

NOTE:  A Playbook is made up of various Plays. You can either use the pre-loaded Plays or create your own!

2) This page will show you all the playbooks you created and the Playbooks that come pre-loaded with the app. You can see the details for these Playbooks by clicking the eye (View) button. 

3) To create your own Playbook, click the Add button and a new screen will open.

4) From this screen, you will be able to create your Playbook. First, add the General information such as the Title, the Categories (which are just folders for organization), and the description of the Playbook and click Next to add content.

5) On the left side of this screen is the Table of Contents for your Playbook. From here we can add Plays to your Playbook. To add a play to your Playbook, click the Add button under "Content" and choose the type of Play you would like to add to your Playbook. 

6) Once you choose your first Play, Select the details for the Play on the right side of the screen:

Use the dropdown to find the specific play, then choose if this play is required to complete the Playbook. When you have created your play details, click back on your table of contents to add another Play and set the details again.

When finished, click Save and Close, and make sure to PUBLISH your Playbook so that it will be ready for use.