> For the complete documentation index, see [llms.txt](https://docs.plextrac.com/plextrac-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plextrac.com/plextrac-documentation/product-documentation/content-library/runbooksdb/methodologies.md).

# Creating a Methodology

A methodology is a structured approach or framework to guide a comprehensive and systematic process. In cybersecurity, a methodology is often a documented set of guidelines and procedures for performing tasks such as penetration testing, risk assessment, security assessments, or incident response. Methodologies provide a structured way to conduct activities and ensure consistency in approach.

<mark style="background-color:yellow;">Step 1:</mark> Click the **Methodologies** tab of the **RunbooksDB** module. &#x20;

<mark style="background-color:yellow;">Step 2:</mark> Click **New Methodology**.&#x20;

<div align="left"><figure><img src="/files/94TDghoqLJ0BEERE5Yd5" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Enter a methodology title and ID (both fields are required). &#x20;

<div align="left"><figure><img src="/files/M2PylDYrqfNAOtqLDkes" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Click **Add Tactics**. A modal will appear with available tactics to add to the methodology. Click **Select** next to the tactics to add, and the selected tactics will appear in the right column.

<div align="left"><figure><img src="/files/U0o6nTU1EsOWX1oYibGT" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> When finished, click **Add X Tactics**.

<div align="left"><figure><img src="/files/mzRWBRPDp4KjyUD0zJlx" alt="" width="563"><figcaption></figcaption></figure></div>

&#x20;Enter a methodology description and any desired tags.

<div align="left"><figure><img src="/files/sV3J9f1v0OwTYEdmuxoS" alt="" width="508"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark> Click **Save** at the top of the page.

The methodology is now available from the **Methodologies** tab and can be viewed, edited, or deleted from this location.


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