States and UI actions for a business continuity plan
Summarize
Summary of States and UI Actions for a Business Continuity Plan
This content outlines the various states and corresponding user interface (UI) actions that are integral to managing a business continuity plan (BCP) within the ServiceNow platform. Understanding these states and actions enables effective workflow management in business continuity planning.
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Key Features
- Draft: When creating a BCP, it begins in the Draft state by selecting "New" or "Create BIA." Users can add details about the plan in various tabs.
- In Review: Transition to this state by selecting "Submit for review." It indicates that the plan is under evaluation.
- Pending Approval: Use "Submit for approval" to update the plan's status to Pending approval, signifying that it is awaiting authorization.
- Approved: Select "Approve" to finalize the plan. In this state, the plan becomes read-only and cannot be edited further.
- Archived: Choose "Archive" to set the plan to Archived state, making it accessible in a read-only format.
- Returned: If rejected, the plan is marked as Returned, allowing for edits before resubmission.
Key Outcomes
By understanding and utilizing these states and UI actions, ServiceNow customers can efficiently manage their business continuity plans, ensuring proper review, approval, and archiving processes. This structured approach enhances compliance and governance in business continuity management.
When you create a business continuity plan, certain UI actions are associated with each state.
States and UI actions that are associated with a business continuity plan
The states and UI actions that are associated with a business continuity plan are described in the following table.
| Updated state of the BCP | UI action | Description |
|---|---|---|
| Draft | In business continuity plan record Lists view, select New. Note: You can also navigate to the Planning section of the Home page and select Create BIA. |
When you select New in the Create New Plan form or Create BIA in the Home page, a record is created in the Draft state by default. On the Details tab, add details of the business continuity plan. Add details on the following tabs:
|
| In review | Select Submit for review. | When you select Submit for review in the Create New Plan form, the state of the business continuity plan is updated to In review. |
| Pending approval | Select Submit for approval. | When you select Submit for approval in the Create New Plan form, the state of the business continuity plan is updated to Pending approval. |
| Approved | Select Approve. | When you select Approve in the Create New Plan form, the state of the business continuity plan is updated to Approved. The Overview tab displays the progression of the states for the business continuity plan. When the business continuity plan is in the Approved state, you cannot edit it further. |
| Archived | In the Create New Plan form, select Archive. | When you select Archive in the Create New Plan form, the state of the business continuity plan is updated to Archived. When the business continuity plan is in the Archived state, it is available in the read-only format. You can no longer edit the information in these tabs. You can perform the following additional UI actions in the Create New Plan form:
|
| Returned | Select Reject. | When the BCP is rejected, it is set to Returned. You can edit the business continuity plan in the Returned state. |