How to Change a Scan Playbook
Scan Playbooks are a kind of decision tree which instruct Spirion Sensitive Data Platform on what to do during scans, such as quarantine, shred, or redact sensitive data.
USE CAUTION WHEN MODIFYING SCAN PLAYBOOKS!!
- When you modify an existing scan playbook, it is versioned on the backend!
- For this reason, archTIS recommends you use the Clone Playbook function from the more options menu to create a copy of the scan playbook which you can then modify.
- Add a version number (v1, v2, v3, etc.) or a date (3/25/26) to the name of the new, cloned scan playbook. archTIS also recommends updating the scan playbook Description.
- By creating versions of each new iteration of a scan playbook, when you examine scan results, you will not see multiple playbooks with the same name, and you will be able to distinguish between them!
- For more information, see How to Clone a Scan Playbook
How to Edit a Scan Playbook
PROCEED WITH CAUTION! archTIS recommends cloning an existing scan playbook and modifying the new copy! See above.
To edit a Scan Playbook navigate to the Scan Playbooks page from the left-side navigation menu (Scans > Scan Playbooks) and perform the following steps:
- Locate a playbook from the list of Playbooks.
- In the far right column, click the more options (ellipse) menu.

- Select Manage Playbook from the sub-menu that appears.

- The Playbook details page opens with the Playbook name shown at the top middle of the page.
- Make any needed changes to the playbook here.
- Click the save icon in the top left portion of the screen next to the blue "Actions" button.

- See "Add a New Scan Playbook" for more information on creating playbooks.