Exercises

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

    • Exercises are used to provide continuous testing and improving of continuity plans. You can use the exercises to finalize your business continuity plan and improve its effectiveness and usability in an actual crisis event. You can manage your exercises in BCM UIB Workspace.

    Steps involved in creating an exercise

    Typically, the following steps are involved in creating an exercise:
    • The BCM program manager creates an exercise either from the Home page or the Exercises record page in the List view of the BCM UIB Workspace.
    • The BCM program manager adds additional details for the exercise such as an asset, plan, and event task.
    • The BCM program manager submits the event task related to the exercise for an approval.
    • The assigned BCM program manager reviews the details on the event task and approves the exercise.
    • The exercise is moved to the Approved state. An approved exercise is moved to the Archived state later.
    • The BCM program manager can generate the PDF of the details and save a copy for reference.

    Types of exercises

    The BCM application creates the following types of exercises:

    • Functional
    • Simulation
    • Tabletop
    • Walkthrough

    Technically, all exercises are treated the same way. However, only Functional exercises automatically generate tasks, while Simulation, Tabletop, and Walkthrough exercises do not have any technical differences in their implementation.

    Creating an exercise in Business Continuity Workspace

    If you are the BCM program manager, you can create an exercise in Business Continuity Workspace by using one of the following options:
    • You can navigate to the Exercises tab in the Home page and select Create exercise as shown in the following example.

      Exercises tab in the Home page.

      For the description of the cards and action buttons in the Exercises tab of the Home page, see Home page view.

    • You can also navigate to the List view and select New in the Exercises records.

    To create an exercise in Business Continuity Workspace, see Structured workflows for Exercise Management in BCM Configurable Workspace.