Home page view

  • Release version: Washingtondc
  • Updated February 1, 2024
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    Summary of Home page view Governance, Risk, and Compliance > Business Continuity Management > Exploring Business Continuity Management

    The Home page in Business Continuity Management (BCM) Workspace acts as the central hub for managing crisis events, business impact analyses, planning, and exercises. It features an interactive dashboard that allows users to monitor and manage their tasks efficiently.

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    Key Features

    • Crisis Events Tab: Displays cards with information on various crisis events, their current states (e.g., In progress, Approved, Closed), and allows users to track and monitor these events. Users can report new crises through the 'Report crisis' button.
    • Business Impact Analysis Tab: Provides an overview of business impact analyses in different states (e.g., Draft, In review, Approved) and includes a graphical representation of assets based on recovery objectives and tiers. Users can create new analyses with the 'Create BIA' button.
    • Planning Tab: Offers insights into business continuity plans across various states. Users can track plans with exercises or events and create new plans via the 'Create BCP' button.
    • Exercises Tab: Shows exercise events and their statuses, allowing users to monitor and track ongoing exercises. New exercise events can be created through the 'Create exercise' button.
    • User Role Customization: The Home page view adjusts based on user roles (BCM Manager or BCM Planner), displaying relevant tasks and responsibilities.

    Key Outcomes

    By utilizing the Home page in BCM Workspace, users can effectively manage crisis situations, assess business impacts, and maintain continuity plans. The interactive visuals and real-time updates facilitate informed decision-making, ultimately enhancing organizational resilience during disruptions.

    The Home page in Business Continuity Workspace serves as the landing page of the BCM application.

    Home page in Business Continuity Workspace

    The Home page in Business Continuity Workspace provides an overview of the BCM functional components in an interactive dashboard. The visualizations help the Workspace users to know the status of their tasks and act on them in an organized manner. The Home page consists of the following tabs:
    • Crisis events
    • Business impact analysis
    • Planning
    • Exercises

    Crisis events tab

    The Crisis events tab in the Home page displays various cards that offer information on the crisis events. You can review the crisis events in various states, details of the selected crisis events, and monitoring and tracking of the crisis events. The following example shows the cards in the Crisis events tab.

    Crisis events tab in the Home page.

    See the following table for the description of the cards in the Crisis events tab:
    Table 1. Cards in the Crisis events tab
    Card Description
    Crisis events overview Overview of the crisis events in different states. You can view the details of the crisis events in the following states:
    In progress
    Number of the crisis events that are in the In progress state.
    Pending
    Number of the crisis events that are in the Pending state.
    Returned
    Number of the crisis events that are in the Returned state.
    Pending approval
    Number of the crisis events that are in the Pending approval state.
    Approved
    Number of the crisis events that are in the Approved state.
    Closed
    Number of the crisis events that are in the Closed state.
    Details of the selected event card Details of the crisis events for the selected state of the card. For example, if you selected In progress in Crisis events overview, then details of the crisis events that are in the In progress state are displayed in this panel. You can view the following details on the crisis events:
    Active
    State of the crisis event. The state can be True or False. You can select the link to open the crisis event record.
    Activity due
    Activity that is due on the crisis event.
    Participants
    Participants of the crisis event.
    Approval
    Approval information for the crisis event.
    Approval history
    Approval history of the crisis event.
    Assigned to
    Name of the assignee responsible to respond to the crisis event. When you select the assignee name in the column, it opens the record form where the following tabs are displayed:
    • Details
    • Roles
    • Groups
    • Delegates
    Assignment group
    Assignment group for the crisis event.
    Business duration
    Business duration of the crisis event.
    Service
    Service impacted due to the crisis event.
    Monitoring and tracking of ongoing events Graphical representation of all crisis events. You can filter the information based on their associated assets, plans, and tasks in a pie chart format:
    Assets by recovery status
    Shows the number of the assets by their recovery status for ongoing events. The following details are displayed on the asset in a pie chart:
    • Not recovered
    • Recovered
    The example in the image shows that out of the total 18 assets, 17 assets are not yet recovered and one asset is recovered.
    Plans by status
    Shows the plans by the following status of the ongoing events:
    • Pending
    • Work in Progress
    • Closed Complete
    Tasks by status
    Shows the tasks by the following status of the ongoing events:
    • Open
    • Pending
    • Closed Incomplete
    • Closed Complete
    • Closed Skipped
    Report crisis action button Action button to report a crisis and create a crisis event from the Crisis events tab. When you select Report crisis, it launches the Create New Event form where you can fill in the details of the crisis event.

    Business impact analysis tab

    The Business impact analysis tab in the Home page displays various cards that offer information on the business impact analyses. You can review the business impact analyses in various states, details of the selected analyses, and monitoring and tracking of the analyses. The following example shows the cards in the Business impact analysis tab.

    Business impact analysis tab in the Home page.

    See the following table for the description of the cards in the Business impact analysis tab:
    Table 2. Cards in the Business impact analysis tab
    Card Description
    Business impact analysis overview Overview of the business impact analysis in different states. You can view the details of the business impact analysis in the following states:
    All
    Total number of the business impact analyses in the BCM application.
    Draft
    Number of the business impact analyses in the Draft state.
    In review
    Number of the business impact analyses in the In review state.
    Returned
    Number of the business impact analyses in the Returned state.
    Pending approval
    Number of the business impact analyses in the Pending approval state.
    Expired
    Number of the business impact analyses in the Expired state.
    Approved
    Number of the business impact analyses in the Approved state.
    Archived
    Number of the business impact analyses in the Archived state.
    Details of the selected business impact analysis card Details of the business impact analyses for the selected state of the card. For example, if you selected In progress in Crisis events overview, then details of the business impact analyses that are in the In progress state are displayed in this panel. You can view the following details on the business impact analyses in a tabular format:
    Name
    Name of the business impact analysis.
    Description
    Description of the business impact analysis.
    Applies to
    Service, process, or company that the business impact analysis applies to.
    State
    State of the business impact analysis.
    Updated
    Date and time when the business impact analysis gets updated.
    Monitoring and tracking of ongoing business impact analyses Graphical representation of all business impact analyses for their assets in a pie chart format:
    Assets by RTO
    Shows the number of the assets that have different recovery time objectives (RTO). The image shows an example of three assets that have an RTO of 8 hours and one asset that has an RTO of 4 hours.
    Assets by recovery tier
    Shows the number of assets that have different recovery tiers. The image shows an example of three assets that have mission critical recovery tiers and two assets that have business critical recovery tiers.
    Create BIA action button Action button to create a business impact analysis from the Business impact analysis tab. When you select Create BIA, it launches the Create New Impact Analysis form where you can fill in the details of the business impact analysis.

    Planning tab

    The Planning tab in the Home page displays various cards that offer information on the business continuity plans. You can review the business continuity plans, details of the selected plans, and monitoring and tracking of the plans. The following example shows the cards in the Business continuity plan tab.

    Planning tab in the Home page.

    See the following table for the description of the cards in the Planning tab:
    Table 3. Cards in the Planning tab
    Card Description
    Business continuity plan overview Overview of the business continuity plans in different states. You can view the business continuity plans in the following states:
    All
    All business continuity plans in the BCM application.
    Draft
    Business continuity plans that are in the Draft state.
    In review
    Business continuity plans that are in the In review state.
    Returned
    Business continuity plans that are in the Returned state.
    Pending approval
    Business continuity plans that are in the Pending approval state.
    Approved
    Business continuity plans that are in the Approved state.
    Archived
    Business continuity plans that are in the Closed state.
    Details of the selected business continuity plans card Details of the business continuity plans for the selected state of the card. For example, if you selected In progress in Business continuity plan overview, then details of the business continuity plans that are in the In progress state are displayed in this panel. You can view the following details on the business impact analyses in a tabular format:
    Name
    Name of the business continuity plan.
    Description
    Description of the business continuity plan.
    State
    State of the business continuity plan.
    Updated
    Date and time when the business continuity plan gets updated.
    Monitoring and tracking Graphical representation of all the active business continuity plans in a pie chart format:
    Plans with exercises
    You can select the card to view the plans with exercises.
    Plans without exercises
    You can select the card to view without exercises.
    Plans with events
    You can select the card to view the plans with events.
    Plans without events
    You can select the card to view the plans without events.
    Create BCP action button Action button to create a business continuity plan from the Planning tab. When you select Create BCP, it launches the Create New Plan form where you can fill in the details of the business continuity plan.

    Exercises tab

    The Exercises tab in the Home page displays various cards that offer information on the exercise events. You can review the exercise events in various states, details of the selected exercise events, and monitoring and tracking of the exercise events. The following example shows the cards in the Exercises tab.

    Exercises tab in the Home page.

    See the following table for the description of the cards in the Exercises tab:
    Table 4. Cards in the Exercises tab
    Card Description
    Exercises overview Overview of the exercise events in different states. You can view the details of the exercise events in the following states:
    In progress
    Exercise events that are in the In progress state.
    Pending
    Exercise events that are in the Pending state.
    Returned
    Exercise events that are in the Returned state.
    Pending approval
    Exercise events that are in the Pending approval state.
    Approved
    Exercise events that are in the Approved state.
    Closed
    Exercise events that are in the Closed state.
    Overview of the exercises for the selected state Details of the exercise events for the selected state of the card. For example, if you selected In progress in Exercises overview, then details of the exercise events that are in the In progress state are displayed in this panel. You can view the following details on the exercise events in a tabular format:
    Active
    State of the exercise event. The state can be True or False. You can select the link to open the exercise event record.
    Activity due
    Activity due on the exercise event.
    Participants
    Participants of the exercise event.
    Approval
    Approval information on the exercise event.
    Approval history
    Approval history of the exercise event.
    Assigned to
    Name of the assignee responsible for the crisis event. When you select the assignee name in the column, it opens the record form where the following tabs are displayed:
    • Details
    • Roles
    • Groups
    • Delegates
    Assignment group
    Assignment group for the exercise event.
    Business duration
    Business duration for the exercise event.
    Service
    Service for the exercise event.
    Monitoring and tracking of ongoing exercises Graphical representation of all active exercises in a pie chart format:
    Assets by recovery status
    Shows the number of the assets by the recovery status for ongoing events. The following details are displayed on the asset in a pie chart:
    • Not recovered
    • Recovered
    The example in the image shows that out of the total 18 assets, 17 assets are not recovered and one asset is recovered.
    Plans by status
    Shows the plans by the following status of the ongoing events:
    • Pending
    • Work in Progress
    • Closed Complete
    Tasks by status
    Shows the tasks by the following status of the ongoing events:
    • Open
    • Pending
    • Closed Incomplete
    • Closed Complete
    • Closed Skipped
    Create exercise action button Action button to create an exercise event from the Exercises tab. When you select Create exercise, it launches the Create New Event form where you can fill in the details of the exercise event.

    Home page views for BCM Manager and BCM Planner

    When you log in to the BCM application, the Home page view is displayed according to your user role, responsibilities, and the assigned tasks.

    A typical Home page view for a BCM manager is shown in the following example.

    Exercises tab in the Home page.

    A typical Home page view for a BCM planner is shown in the following example.

    Home page view for the BCM planner.

    For information on the tabs and their associated actions in the Home page, see Home page view.