States and UI actions associated with a business impact analysis
Summarize
Summary of States and UI Actions Associated with a Business Impact Analysis
This guide explains the states and associated user interface (UI) actions for managing a Business Impact Analysis (BIA) within the Business Continuity Management (BCM) framework. Understanding these states and actions is essential for ServiceNow customers to effectively navigate the BIA process, ensuring continuity in their business operations during disruptions.
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Key Features
- States of BIA: The BIA progresses through several states: Draft, In Review, Pending Approval, Approved, Archived, and Returned. Each state has specific UI actions that enable users to manage the BIA effectively.
- UI Actions: Actions include creating a new BIA, submitting for review and approval, archiving, generating PDFs, and editing or deleting BIAs. Each action corresponds to the current state of the BIA and facilitates specific tasks.
- Impact Categories and Ratings: The BCM administrator defines impact categories that help assess downtime and recovery objectives, crucial for business resilience during unforeseen events.
Key Outcomes
By utilizing these states and UI actions, ServiceNow customers can streamline the creation and management of their BIAs, ensuring that recovery objectives are accurately calculated and documented. This process aids in minimizing operational disruptions and enhances overall business continuity planning.
When you create a business impact analysis, certain UI actions are associated with each state.
States and their UI associated actions in a business impact analysis
The states and their UI associated actions in a business impact analysis are described in the following table.
| State of the business impact analysis | UI action | Description of the action |
|---|---|---|
| Draft | In the Business Impact Analysis record Lists view, select New. Note: You can also navigate to the Business Impact Analysis section of the Home page and select Create BIA. |
When you select New in the Create New Impact analysis form or Create BIA in the Home page, a record is created in the Draft state by default. On the Details tab, you can add details of the business impact analysis (BIA). On the Assessments tab, you can respond to the Recovery point objective assessment, Recovery time objective assessment, and Dependency assessment. |
| In review | Select Submit for review. | When you select Submit for review in the Create New Impact analysis form, the state of the business impact analysis is updated to In review. |
| Pending approval | Select Submit for approval. | When you select Submit for approval in the Create New Impact analysis form, the state of the business impact analysis is updated to Pending approval. |
| Approved | Select Approve. | When you select Approve in the Create New Impact analysis form, the state of the business impact analysis is updated to Approved. The Overview tab displays the progression of the states as shown in the following example. When the business impact analysis is in the Approved state, it is in the read-only format. You can only view the Recovery point objective assessment, Recovery time objective assessment, and Dependency assessment in the Approved state. |
| Archived | In the Create New Impact analysis form, select Archive. | When you select Archive in the Create New Impact analysis form, the state of the business impact analysis is updated to Archived as shown in the following example. When the business impact analysis 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 Impact analysis form:
|
| Returned | Select Reject. | If you select Reject in the Create New Impact analysis form, the state of the business impact analysis is set to Returned. You can edit the business impact analysis in the Returned state. You can update and submit it for review again. |