Configure the Planning dependency update configuration record

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure the Planning dependency update configuration record to configure the plan record (for which the dependencies are updated), its target records, sources, and notification preferences.

    Before you begin

    Role required: sn_bcm.admin, sn_bcp.plan_admin

    Procedure

    1. Navigate to Business Continuity > General Administration > Planning dependency update configuration.
    2. Select New.

      The following example shows the Planning dependency update configuration record.

      Updating the BCP dependencies.

      Consider an example where you have 2 BIAs done on Acrobat and the configuration is shown in the example. When All records option is selected and you select Update dependencies UI action from the plan record, the application pulls all the dependencies in all BIA records that satisfy the requirement. As shown in the example, dependencies of both BIA Latest and BIA Old records are pulled into the plan.

      Source records.All BIA.

      When Latest record only option is selected and you select Update dependencies UI action from the plan record, the application considers one of the record of the two BIAs and it fetches the dependency assessment of that BIA record.

      Latest BIA.Dependency assessment from latest BIA.
    3. On the form, fill in the fields.

      For more information on the fields in the form, see Planning dependency update configuration form.

    4. Select Submit.

      As per the sources and preferences set up by the BCM administrator in the BCM administrator in the Planning dependency update configuration record, the planning dependency updates are auto-updated for the plan record.

      The BCP owner and approver review the updated dependencies and complete the BCP workflow.