Add a recovery task to the plan

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 4 minutes to read
  • Add a recovery task as part of the planned recovery strategy. You can add one or more recovery tasks for a loss scenario and those recovery tasks are displayed in the loss scenario itself. Automate the recovery tasks in a plan for a faster disaster recovery (DR).

    Before you begin

    Role required: sn_bcm.admin, sn_bcm.program_manager, or sn_bcm.planner

    About this task

    Beginning with the Xanadu release, cyclic dependencies in recovery tasks can be avoided to prevent repeated invocation of the same plan from other plans.

    Plan record tabs.

    For example, in the Recovery task of Cyclic plan example 1 invokes Cyclic plan example 2, Cyclic plan example 2 invokes Cyclic plan example 3 and then again Cyclic plan example 3 invokes Cyclic plan example 1. If you attempt to add a link bet Cyclic plan example 2 and Cyclic plan example 3, it is not allowed. An error message, similar to the one shown in the example, prompts the user to choose a different related plan to prevent such issues from occurring in an event.

    Cyclic plan error message.

    Similarly, if plans are activated beyond 10 levels or hierarchical links involving more than 10 levels of plans are created, the following error message is displayed, suggesting the removal of the plan before saving the record.

    Plan levels.

    Starting from version 6.1.x of the Business Continuity Management application, the integration of recovery task automation into the business continuity planning process is introduced. This automation aims to enhance efficiency, save time, and minimize the risk of human errors. Users who have the necessary access to the recovery task can classify it as either manual or automated. These tasks are typically organized in a sequential manner with dependencies.

    To automate a recovery task, administrators or application developers create an automation flow and associate it with the task. When the task moves to the Open state (when the plan is activated as part of an exercise or an actual event), the automated flow is triggered. However, there may be instances where the automated flow fails due to system errors. In such cases, the user with access to the recovery task can activate the manual task as a backup and assign it to a designated backup assignee. The backup assignee receives a system-generated email to complete the task flow. Plan users have the opportunity to practice business continuity plan exercises and make improvements based on the obtained results.

    Procedure

    1. Navigate to Workspaces > Business Continuity Workspace.
    2. In the List view, navigate to the loss scenario in the plan record.
    3. Navigate to the Recovery tasks tab and select New.

      The recovery tasks that are added at the business continuity plan level are displayed on the Recovery tasks tab. You can add a recovery task to the business continuity plan as shown in the following example.

      You can use the order of the tasks calculated by the system based on their dependencies. A task that does not have a dependency can be started first and it has the higher assigned order. Whenever you update or save the order of the tasks, the system recalculates and displays the order of all the tasks.

      If a plan has more than 500 tasks, the system does not update the order of the tasks automatically. A manual intervention is required to set the order of the tasks. An informational message is displayed informing the users to select the Update dependencies UI action, that is available in the plan and recovery task records.

      Note:
      In a plan, while it is possible to tag multiple assets, you can concentrate on particular assets for certain scenarios. Beginning with the Xanadu release, you have the ability to tag specific assets to a recovery task and calculate the time taken to recover each asset accurately during an event or exercise. The actual duration and total effort of the assets in the events are determined based on the tagging of the assets. You have the following options in the Tag assets field for assigning assets to a recovery task:
      • None
      • Specific
      • All
      For example, when you select Specific assets in the Tag assets field, the Asset scope field the Asset scope field becomes visible, allowing you to specify which assets can be tagged with the selected recovery task.

      The assets tagged in the recovery task are then included in the impacted assets for the event task. Properly tagging assets with recovery tasks ensures precise calculations of the recovery times for each asset. Note that only assets associated with newly created event tasks are copied over.

      Beginning with the Xanadu release, a new field called Planned duration has been added to the recovery task form. The Planned duration field replaces the Completion deadline field, which was a reference field used for pointing to time frames. The Completion deadline field is removed from the plan task records.

      The Planned duration field allows you to enter the anticipated time needed to complete the task. After the event and exercise have been carried out, you can revisit and modify the data in this field. It offers a detailed view of the task's progress and the time needed for its completion.

      The Create New Recovery task form is displayed.

      Create New Recovery task form.

    4. On the form, fill in the fields.
      For more information on the fields in the form, see Create New Recovery task form.
    5. Select Save.
      The recovery tasks are updated in the UI.