HOW-TO GUIDE
Add rules and publish a playbook
Define rules, examples, and fallback positions.
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In this guide
1. Add a rule2. Review the rules3. Publish and share when ready1
Add a rule
Open the playbook and select “Add rule.” Complete the title, rule, example, unacceptable positions, and fallback. Required fields are marked with an asterisk.
2
Review the rules
Make each rule clear and actionable, with a fallback aligned to your team’s policy. Use the rule search to find a particular rule.
3
Publish and share when ready
The playbook workspace provides “Publish” and “Share,” along with status and history. Review rules and access before using it with your team.
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