---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

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workflow :

    - Technology


---

# Configure the BCP template

# Configure the business continuity plan template {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.  
By configuring the plan template, you can:

* 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.
{#configure-a-bcp-template-uib-ws__ul_jxl_r43_2nb}

## Procedure

1. Navigate to AllBusiness ContinuityPlan ConfigurationPlan Templates.
2. Select New.
3. On the Plan Template form, fill in the fields.  
   For more information on the fields, see [Plan Template form](https://servicenow-prod.fluidtopics.net/C1rU9a5hBBtSB7pNUF5q~Q "Use the Plan Template form in BCM UIB Workspace to input details regarding the business continuity plan.").  
   Note:  
   The synchronization fields are:
   * Plan scope asset synchronization: auto-sync scope assets to loss scenario dependencies based on element definition
   * Synchronize loss scenario assets with recovery strategy assets: keeps loss scenario asset lists aligned with recovery strategies
   {#configure-a-bcp-template-uib-ws__ul_npg_rcf_cjc}
4. Configure asset synchronization between the plan scope, loss scenarios, and recovery strategies using the template's synchronization options.
5. 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.

6. Select Submit.
* **[Plan Template form](https://servicenow-prod.fluidtopics.net/C1rU9a5hBBtSB7pNUF5q~Q)**   
  Use the Plan Template form in BCM UIB Workspace to input details regarding the business continuity plan.

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