Format the PDF templates for BIAs, BCPs, and Events

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

    • Format the PDF templates that are used for generating the PDFs of business impact analyses, business continuity plans, or events. You can format the PDFs according to your organizational requirements and templates.

    Before you begin

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

    Ensure that you have downloaded the PDF of a business impact analysis, business continuity plan, or event according to the steps mentioned in the following topics:

    About this task

    Beginning with the Xanadu release, the content in PDFs of Business Impact Analyses, Plans, and Events is improved by implementing a new layout:
    • Arrange the various event tasks in a table format.
    • Include details of the asset owner and the description from the Business Impact Analysis.
    • Display a table that outlines the dependencies of the plan assets.
    • Mark the date of the PDF creation on the front page.

    Procedure

    1. Navigate to Workspaces > Business Continuity Workspace.
    2. In the List view, navigate to Business Impact Analysis record and open the PDF that is saved on the Details tab.
    3. Update the title of the PDF and the fonts according to your organizational templates.

      The following example shows the PDF that can be updated according to your requirements.

      BIA PDF.

      You can use the same process to update the PDF of a business impact analysis, business continuity plan, exercise, or crisis event.

      Note:

      As an administrator, you can navigate to All Document Templates in an instance to view the document templates that are provided with the BCM application.

      You can also use an editable and fillable PDF template to format the PDF. For more information on the PDF document template that can be used to customize your PDFs, see Configure a PDF document template.

    4. Save the PDF.

      You can save the PDF for future reference. To edit the PDF, save it to your local drive first, and then make your edits.