Create an exercise
Create an exercise in BCM UIB Workspace. You can then test your business continuity and recovery plans on a planned date and monitor the completion of the event tasks.
Before you begin
Role required: sn_bcm.planner, sn_bcm.program_manager
About this task
Beginning with the Xanadu release, you can use the time fields from an activated plan and the event asset, calculated from the dependent event tasks. When plans linked to an exercise are activated, they are now displayed in an Open state instead of a Work in Progress state. Even if a plan has recovery tasks without any tagged assets, you can still initiate an event task. When at least one of the tasks linked to an activated plan is updated to the Work in Progress state, the status of the activated plan is changed to Work in Progress.
- Plans
- Assets
- When a plan transitions to the Work in progress state, the start date is recorded. The completion date and time of the final task are captured as the End date.
- The Total Effort column is calculated by adding up the durations of all tasks of the plan.
- The Total effort and Total time taken columns are left blank if any tasks remain in the Open state (The tasks are not in the Closed state).
- If new ad-hoc tasks are initiated, the Total effort, Total time taken, and Status columns are reset.
- Once all tasks in a plan are completed, the Total Effort, Total Time Taken, and Status columns are updated to reflect that the plan is Closed complete.
- If no tasks are listed in the plan, the Actual start date time and Actual end date time should be manually adjusted.
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Confirm to check the boxes for the mandatory Start Date Time and End Date Time fields in the list view when the tasks are marked as Closed.
- For an asset, the start date and end time are populated based on its tasks. For example, if an asset is part of two tasks, the start date of the first task is recorded in the Start date field, and the end date of the final task is noted in the End time field.
- The Total effort column is calculated by adding up the duration of all tasks where the asset is tagged.
- If any tasks within the plan are not in the Closed state, the Total Effort and Total Time Taken columns remain blank.
- If new ad-hoc tasks are initiated, the Total effort, Total time taken, and Status columns are reset.
- If the status of any task where the asset is tagged is marked as Closed failed, then the status of the asset is not updated as Recovered. When all the tasks for an asset are closed, the status of the asset is updated as Recovered.
Procedure
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In the List view, navigate to and select New.
The Create New Event form is displayed as shown in the following example.
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In the Details tab of the Create New Event form, fill in the required fields.
For more information on the fields, see Create Exercise Event form.The exercise event is created in the Pending state and it is displayed in the List view. The state and details of the exercise event are displayed in the following tabs:
- Overview: You can view the current state and overall state progression of the exercise event.
- Details: You can update the fields in the form such as Short description, Assigned to, Exercise method.
- Assets: You can select the impacted item type or the primary elements that you want to recover for an asset type.
- Plans: You can add an ad-hoc plan for the selected asset to the event.
- Emergency Notifications: You can create an emergency notification for the exercise event.
- Event tasks: You can add an ad-hoc task to the event.
The Event form is shown in the following example.