Submit the business continuity plan for an approval

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

    • Submit the business continuity plan for an approval. You can then view the details in BCM UIB Workspace.

    Before you begin

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

    Procedure

    1. Navigate to Workspaces > Business Continuity Workspace.
    2. In the List view, navigate to Planning and select the link to the plan record in the Name column.
    3. Select Submit for review.
      The business continuity plan is in the Review state.
    4. Select Submit for approval.
      The business continuity plan is updated to the Pending approval state. The business continuity plan is submitted for a review to the business continuity plan owner.
    5. Select Approve.
      Note:
      If an approval record is created for the BCP, the Approve or Reject actions are not displayed on the BCP form. For a user to view the Approve or Reject actions, the following conditions must be fulfilled:
      • The user should have the sn_bcp.plan_manager role.
      • The BCP should be in the Pending approval state.
      • The BCP should not have any approval records created.

      If you have the BCM lead or BCM program manager role, you can approve the plan. The information is displayed on the Approval levels and Approvals tabs as shown in the following example.

      Approvals tab.

      To configure multiple approval levels for the plan, see Set up approval levels.

      Note:
      When you create a plan and if the approval levels and approvals requested information is listed in the Approval levels and Approvals tabs, the Approve and Reject action buttons are not displayed in the business continuity plan form as shown in the example.
      Approve and Reject not displayed.
      When you approve the business continuity plan, its state is updated to Approved.