Categories

In simple words

Categories is part of SelfRun Playbook AI. Organise the library. This guide takes you through it in 6 short steps.

Where it fits in your work — Assign. Assign to people, teams, departments or roles.

Before you start

• You need to be signed in to your company's workspace. SelfRun Playbook AI appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Categories belongs to Structure in SelfRun Playbook AI. Organise the library.

Step by step

1. 1

   Step 1

   Open SelfRun Playbook AI

   Sign in and open the SelfRun Playbook AI product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Categories”

   In the left menu, click “Categories”. The “Categories” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
5. 5

   Step 5

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun Playbook AI → Open “Categories” → Find what you need → Narrow the list → Add a new one → Done

What it connects to

• SelfRun TalentOS

  New joiners receive their procedures.

• SelfRun ContractFlow AI

  Policies that need signatures.

• SelfRun Huddle AI

  Notify people of new or updated procedures.

What you will see on this screen

These are the parts of the Categories screen, exactly as they appear in the product.

Why use SelfRun Playbook AI

SelfRun Playbook AI replaces sop & policy management tools and runs independently with its own sign-in and database.

• One current way of working — versioned and owned
• Prove who has read and acknowledged each procedure
• Faster onboarding with assigned procedures
• Reviews never lapse — reminders go out automatically

Who uses SelfRun Playbook AI

• Process owners

  Create and maintain procedures with versions and review dates.

• Managers

  Assign procedures to people, teams or departments.

• Employees

  Read what is assigned and acknowledge it.

• Compliance & audit

  Check acknowledgement and review reports.

More in Structure