Configure the business continuity plan template
Configure the business continuity plan template in the Business Continuity Management application for your business. You can use the plan template to recover a specific primary element such as Employees or Web Servers. Similarly, you can create a plan template for different plan authoring types such as documentation, loss scenarios, and recovery tasks.
Before you begin
Role required: sn_bcm.admin
About this task
The sn_bcm.admin role contains the sn_bcp.plan_admin role. The sn_bcm.admin role is necessary to view the Plan Templates menu. The BCM administrator can navigate to the Plan Templates menu and then the plan administrator can update the plan templates.
- Define the primary object type that has to be recovered.
- Define documentation sections that should be included right at the beginning of a plan.
- Identify the loss scenarios and plan accordingly using the template.
Procedure
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On the Task template groups and Task templates related lists, add the recovery task template groups and task templates that should be created automatically when a plan is created from this template.
Templates that you add at the plan template level produce tasks on the plan record itself. To pre-populate tasks on a loss scenario or recovery strategy, open the corresponding loss scenario or recovery strategy nested inside the plan template and add the templates there.
When a planner creates a plan from this template, the system creates documentation, loss scenarios, recovery strategies, and recovery tasks in a single operation. The progress tracker on the plan record shows the creation status.