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.

How to Edit a Scan Playbook

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:

  1. Locate a playbook from the list of Playbooks.
  2. In the far right column, click the more options (ellipse) menu.

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

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

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


Was this article helpful?