Prompt
I'm building a portal for docs, runbooks, and ownership, how should I structure it?
Latest observation
A good portal for docs + runbooks + ownership should optimize for 3 things:
- Findability — people can quickly locate the right thing
- Trust — they know it’s current and who owns it
- Actionability — they can solve an issue or complete a task without hunting around
A practical structure is:
1) Organize by audience + intent, not just by team
Instead of only “Engineering / Product / Ops,” make the top-level paths reflect what people are trying to do:
- Start here
- Services / Systems
- Runbooks
- Operations
- Architecture / Standards
- Ownership
- How-to / SOPs
- Incidents / Postmortems
- Policies / Compliance
- Templates / Contributing
This makes the portal useful for both:
- someone troubleshooting at 2am
- someone onboarding
- someone trying to find the owner of a service
2) Core information architecture
Home page
Keep it utility-first:
- Search bar
- Quick links to top runbooks / critical services
- “Recently updated”
- “Most used”
- “Critical alerts / incident links”
- Directory of teams or domains
Service / system pages
Each service should have a standard page template:
- Service name
- What it does
- Owner / backup owner
- Pager / support channel
- SLA/SLO
- Dependencies
- Links to dashboards
- Links to runbooks
- Deployment info
- Architecture diagram
- Common issues
- Related docs
- Last reviewed date
This becomes the canonical page for ownership and operational context.
Runbooks
Structure runbooks by:
- Symptom: “High latency”, “Queue backlog”, “Auth failures”
- Action: “Restart service”, “Rotate key”, “Failover”
- Incident type: “DB outage”, “deploy rollback”, “capacity issue”
Each runbook should have:
- Purpose
- When to use it
- Preconditions / safety notes
- Step-by-step actions
- Validation steps
- Escalation path
- Rollback / fallback
- Owner
- Last tested date
Ownership directory
Make ownership easy to query:
- Team / domain
- Services owned
- Primary and secondary contacts
- On-call schedule
- Slack / Teams channel
- Escalation path
- Location / time zone if relevant
If possible, support:
- Search by service
- Search by person
- Search by team
- Search by tag/domain
3) Use a strong metadata model
Every page should have consistent metadata, such as:
- Title
- Type: doc / runbook / service / policy / SOP
- Owner
- Team
- Reviewer
- Last reviewed
- Review cadence
- Status: draft / active / deprecated
- Tags
- System/service name
- Criticality
- Related links
This enables filtering, search, and “staleness” detection.
4) Make “owner” and “freshness” impossible to miss
For operational content, prominently show:
- Owner
- Backup owner
- Last verified/tested
- Next review date
- Status
This prevents dead docs from becoming dangerous.
Consider a badge system:
- Green: reviewed recently
- Yellow: due soon
- Red: overdue
5) Standardize templates
Templates reduce chaos and improve consistency.
Recommended templates:
- Service page
- Runbook
- SOP / procedure
- Architecture decision record (ADR)
- Incident postmortem
- Troubleshooting guide
- Policy / standard
- Project doc
If every page type looks and behaves predictably, users learn the portal faster.
6) Add navigation patterns that match real usage
Good portal navigation usually includes:
- Global search
- Faceted filters
- Breadcrumbs
- Related docs
- “See also” links
- Favorites / pinned items
- Recently viewed
- Suggested docs based on service/team
For runbooks specifically, consider:
- “Start from symptom”
- “Start from service”
- “Start from incident severity”
7) Separate “reference” from “procedural” content
These get used differently:
Reference
- Architecture
- Service descriptions
- Policies
- Ownership
Procedural
- Runbooks
- SOPs
- Incident response
- Change steps
The portal should visually distinguish them so people don’t confuse “what exists” with “what to do.”
8) Suggested top-level structure
Here’s a concrete structure you could use:
- Home
- Search
- Services
- Service catalog
- Critical services
- By team
- Runbooks
- By symptom
- By service
- By incident type
- Ownership
- Team directory
- Service owners
- On-call / escalation
- Docs
- How-to
- SOPs
- Architecture
- Standards / policies
- Incidents
- Active incidents
- Postmortems
- Known issues
- Admin / Contribute
- Templates
- Doc standards
- Review process
9) Key UX principles
- Search first
- Minimize clicks to owner or action
- Use plain language
- Prefer one canonical page per service
- Link docs together
- Show current state and freshness
- Make it obvious what to do next
10) Governance: keep it healthy
A portal fails when no one maintains it. Put in place:
- Required owner for every page
- Review cadence for critical docs
- Deprecation process
- Ownership changes tied to service catalog changes
- Stale doc alerts
- Lightweight contribution workflow
11) If you want a very simple MVP
Start with just 4 sections:
- Search
- Service catalog
- Runbooks
- Ownership directory
Then add:
- SOPs
- architecture
- incidents
- policies
This gives you a useful foundation without overbuilding.
If you want, I can also give you:
- a sample sitemap
- a page template for service/runbook/ownership pages
- a database/schema model for the portal