Generate the PDF of a business continuity plan

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

    • Generate a PDF of a business continuity plan in BCM UIB Workspace and save it for a future reference.

    Before you begin

    Role required: sn_bcm.program_manager, sn_bcm.planner

    About this task

    To format the PDF for your business needs, see Format the PDF templates for BIAs, BCPs, and Events.

    Beginning with the Xanadu release, the content in PDFs of Business Impact Analyses, Plans, and Events is improved by implementing a new layout:
    • Arrange the various event tasks in a table format.
    • Include details of the asset owner and the description from the Business Impact Analysis.
    • Display a table that outlines the dependencies of the plan assets.
    • Mark the date of the PDF creation on the front page.

    Procedure

    1. Navigate to Workspaces > Business Continuity Workspace.
    2. In the List view, navigate to Planning and select any business continuity plan record that is in the Review or next state.
    3. Select Generate PDF in the form.

      The following example shows the message that is displayed on the screen: <Name of the BCP> PDF has been successfully generated for download.

      Generating the BCP PDF.

    4. To download the PDF, select the link in the message and open the PDF.

      The following example shows the PDF of a business continuity plan.

      BCP PDF.

    5. Save the PDF on your system.
      You can save the PDF for a future reference.