ERP Alert Runbook: Severity, Escalation and Recovery Validation
Create owned, time-bound and verifiably closed runbooks for batch, interface-backlog and critical-transaction exceptions.
Learning objective
Deliver a tabletop-tested alert catalogue and escalation flow for consistent handling.
Roles
Application operations, service owners, integration, service desk and supplier support
Prerequisites
- Confirm critical jobs and interfaces.
- Establish notification and escalation.
- Prepare a controlled validation transaction.
Completion checks
- Every alert has one owner and target.
- Closure includes business validation.
- Tabletop completes escalation.
Common errors
- Alerts without action.
- Sending every event to everyone.
- No business check after recovery.
Thailand project note
Thai projects should align multilingual alert terms, Asia/Bangkok time, segregation and record retention; regulated-process decisions require qualified Thai review.
Related modules
Steps
- 01
List observable batch, interface backlog, critical transaction and data-latency events.
- 02
Define severity, response target and recipients from business impact and urgency.
- 03
Document acknowledgement, first diagnosis, workaround and escalation conditions.
- 04
Assign primary, backup, business contact and supplier support route.
- 05
Before closure execute one controlled business validation and retain time, result and checker.
- 06
Open problem records for recurring alerts with cause, improvement and due date.
- 07
Run quarterly tabletop exercises and update contacts, thresholds and procedures.
Implementation notes
- Name alerts by business impact.
- Give every workaround an expiry date.
References
- YonSuite 客户成功服务 ↗用友 · Accessed: 2026-08-21 · Applicable version: 公开巡检、支持与连续性服务范围
- YonLinker 连接集成平台 ↗用友 · Accessed: 2026-08-21 · Applicable version: 公开运行监控能力