Add the related plan and recovery team

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

    • Add your business continuity related plans and recovery teams to your business continuity plan. You can then view the details in BCM UIB Workspace.

    Before you begin

    Role required: sn_bcm.admin, sn_bcm.program_manager, sn_bcm.planner, sn_bcp.plan_manager

    About this task

    You can add the related plans that are listed in the Workspace view. When a related plan is added in an exercise or event, it gets triggered from a task if the task is tagged as a dependency.

    Previously, adding a related plan would automatically include a link to the plan record in its record list. However, with the introduction of the Xanadu release, this process has changed to a one-way relationship, and the related plan record no longer displays the link to the original plan record. To manually insert the link, you can go to the Related Plans tab and add the link. This update provides the flexibility to designate the plan relationship as either a parent-child or sibling relationship.

    Procedure

    1. Navigate to Workspaces > Business Continuity Workspace.
    2. In the List view, navigate to Planning and select the link to the plan record in the Name column.
    3. Select the Related plans tab and select Add.
      You can add a business continuity related plan as shown in the following example.Add related plans.

      A new column, "Is Associated to Task", has been added to the Related plans table. This field is set to True if the related plan is associated with a recovery task, and False otherwise. The example shows that Test Plan C is associated with Task 1 of Plan A, therefore the "Is Associated to Task" column is set to True.

      Field.
      Note:
      Related plans that are associated to a task are created as child plans in events. If the related plans are not associated with any task, they are created as related plans but not as child plans in events.

      Associating related plans with recovery tasks helps you to identify when and where the plans are triggered in the flow, aiding in tracking and managing the plans during the recovery process.

    4. Select the Recovery teams tab and select New.

      You can add a recovery team to the plan as shown in the following examples.

      Add a recovery team.

      Create New Recovery team form.

      .
    5. Select Save.
      The related plan and recovery team are added to the business continuity plan.