Create New Plan form

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

    • Use the Create New Plan form in BCM UIB Workspace to add the details about the business continuity plan (BCP).

    Create New Plan form

    For a description of the field values, see the following table.
    Table 1. Create New Plan form
    Field Description
    Overview tab
    State Stepper component that displays the states of the business continuity plan.
    Details tab
    Name Name of the business continuity plan. You can describe the BCP within 255 characters length.
    Template Template that you can use as a model to create the BCP.

    The template BIA has the primary elements (applications, business processes, and locations), impact categories, and the dependent assets identified for the type of assessment.
    Type Type of the business continuity plan. Available options are:
    • Continuity plan
    • Recovery plan
    • Crisis response plan
    Business unit Business unit that the business continuity plan is created for. Available options are:
    • Finance
    • HR
    • IT
    • Legal
    • Marketing
    • Sales
    Department Department related to the business unit. You can select the department based on the business unit selected.
    Plan owner Owner of the business continuity plan.
    Expires Read-only field. Expiration date for the plan.
    BCM lead BCM lead for the business continuity plan.
    Description Description of the business continuity plan.
    Icons displayed in the side-bar of the record
    Contributors Icon to populate side-panel in the record. You can add contributors to the business continuity plan from the panel.
    Attachment Panel where the PDF of the business continuity plan is attached.
    Template Panel to populate the template for the business continuity plan. You can view all or customized templates in this panel.