Track the impacted assets and add a related plan to the exercise

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

    • Track the impacted assets and add a related plan to the exercise. You can then monitor the assets and plans for the exercise in BCM UIB Workspace.

    Before you begin

    Role required: sn_bcm.admin, sn_bcm.program_manager, or sn_bcm.planner

    Procedure

    1. Navigate to Workspaces > Business Continuity Workspace.
    2. In the List view, navigate to Exercises > Pending and select the exercise event in the list.
    3. In the Assets tab, select Add.

      You can add an asset that you want to recover during the exercise. The primary elements of the asset are listed as Asset types. The primary elements belong to the element definition type that is identified in the plan template. When you add an asset to the event, its associated dependencies are pulled into the event. The dependencies are displayed in the Asset types panel.

      Note:
      Starting with the Xanadu release, the Crisis manager can initiate an event task even if the plan includes recovery tasks that do not have any assets tagged. The former requirement that every activated plan should have at least one tagged asset has been removed.

      When you select Add for an application, all the dependencies that you had identified in the business impact analysis of that application are also added to the exercise. The following example shows the dependencies for Business Application: Acrobat in the Asset types panel of the exercise.

      Adding an asset to the event.

    4. In the Applications list, select the application and navigate to the Plans tab.

      You can navigate to the Plans tab as shown in the following example.

      Plans tab.

    5. Select Add all plans related to asset.
      An informational message is displayed that all plans related to the selected application are added in the background as shown in the following example.

      Add all plans related to asset.

    6. Select Save.

      The actual end time for the impacted assets is updated in the Details tab when all event tasks associated with the assets are completed. Once these tasks are completed, the actual end time is recorded, and the actual time taken is calculated. The total effort is calculated based on the total time taken for all the tasks where this asset is related. After completion, the state of the impacted asset is updated to Recovered. If any tasks are in the Close failed state, the state of the impacted asset is not updated and it is marked as Not recovered.

      In the Tag assets field on the recovery task form of the plan, you can select the assets:
      • If you select all assets, all assets present in the plan are added to the impacted assets of the event task.
      • If you select specific assets, only those specific assets present in the plan are added to the impacted assets of the event task.
      • If you select none assets, no assets present in the plan are added to the impacted assets of the event task.
      The exercise is saved in the Pending state.