Configuring Business Continuity Management

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Configuring Business Continuity Management

    Configuring the Business Continuity Management (BCM) application in ServiceNow enables organizations to manage business continuity tasks effectively. This involves installation, user role assignments, and specific administrative setups tailored to Business Impact Analysis (BIA) and Business Continuity Plans (BCP).

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    Key Features

    • Installation: The BCM application can be installed from the ServiceNow Store, which also includes automatic installations of related components when GRC modules are added.
    • User Roles: Ensure that users are assigned the necessary roles to perform setup tasks. A detailed role list is available in the components documentation.
    • Setup Tasks: Administrators with the BCM role can configure various aspects of the BCM application, including BIAs and BCPs, directly in the BCM UIB Workspace.
    • PDF Templates: Format templates for BIAs, BCPs, and events for clarity and consistency.
    • Notifications and Crisis Management: Set up Everbridge notifications and configure the Crisis map for effective communication during incidents.
    • UI Customization: Apply necessary customizations in BCM classic Workspace and BCM Configurable Workspace as part of the upgrade process.

    Key Outcomes

    By configuring Business Continuity Management, organizations can ensure robust preparedness for potential disruptions. Users will be able to effectively manage analyses and plans, streamline communication, and maintain operational resilience through well-defined roles and administrative tasks.

    Configure the Business Continuity Management application to perform the business continuity tasks for your organization.

    Configuration overview

    Configuring Business Continuity Management involves installing the application from ServiceNow® Store and setting it up by the administrators.
    Note:
    If you have the BCM role, you can perform the setup tasks that are described in this section.
    • Install the Business Continuity Management application from store. For more information, see Install Business Continuity Management from ServiceNow Store.
      Note:
      Installing GRC: Business Impact Analysis, GRC: Business Continuity Planning, or GRC: Crisis Management automatically installs GRC: Business Continuity Management – Core and GRC: Business Continuity Management – Components.
    • Verify that you have assigned users with the required roles. For detailed instructions and a list of roles, see Components installed with Business Continuity Management.
    • Set up the Business Continuity Management application by performing the administrative tasks with the BCM administrator role. For more information, see General administration setup for BCM.
      Note:
      You can view My tasks page configurations and Properties in the General Administration setup.
    • Complete the setup for a business impact analysis by performing the administrative tasks with the BIA administrator role. For more information, see Setup for a business impact analysis.
      Note:
      When you create a business impact analysis in BCM UIB Workspace, you can assign a BCM lead to the analysis in the BIA form itself.
    • Complete the setup for a business continuity plan by performing the administrative tasks with the BCP administrator role. For more information, see Setup for business continuity plan.
      Note:
      When you create a business continuity plan in BCM UIB Workspace, you can assign a BCM lead to the plan in the BCP form itself.
    • Format the PDF templates for a business impact analysis, a business continuity plan, or an event. For more information, see Format the PDF templates for BIAs, BCPs, and Events.
    • Configure the 360° relationship registries and views. For more information, see Configure 360° relationship registries and views.
    • Set up the notifications with Everbridge. For more information, see Setup for Everbridge notifications.
    • Set up the Crisis map. For more information, see Setup for Crisis map.
    • Review the setup tasks that are performed by an administrator. For more information, see Setup by system administrators.
    • Review the setup information for UI Builder. For more information, see Setup for the UI Builder.
    Note:

    Both BCM classic Workspace and BCM Configurable Workspace use the Workspace view. If you have made any customizations in other UI views, you must apply the same customizations before or after upgrading from a prior release to the Washington DC release.

    For information on the custom components configuration in BCM classic Workspace, see the KB1442692 article.

    For information on how to migrate reports and custom changes to BCM Configurable Workspace, see the KB1444397 article.