Structured workflows for crisis events
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Summary of Structured workflows for crisis events
ServiceNow’s Business Continuity Workspace (BCM Configurable Workspace) provides structured workflows that enable BCM program managers to efficiently manage crisis events. These workflows guide users through creating and responding to crisis events by tracking impacted assets, adding related plans and tasks, and handling approvals. The system supports both manual and automated tasks to streamline crisis response efforts.
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Key Features
- Create and manage crisis events: Initiate crisis events, classify severity, set priorities, assign response teams, and document initial actions within the BCM Workspace.
- Track impacted assets and related plans: Monitor assets affected by the crisis and associate relevant recovery plans to facilitate recovery during the planning stage.
- Add and bulk edit event tasks: Add action items to crisis events and perform bulk edits on task attributes such as state, assigned user/group, and start/end dates directly from the Event tasks related list, improving management of multiple tasks.
- State management of event tasks: Event tasks follow defined state transitions (e.g., Pending, Open, Work In Progress, Closed Complete) with validation and logging. Tasks can be reopened if mistakenly closed, ensuring accurate recovery processes.
- Recovery task member capabilities: Recovery task members can update task statuses and add activity notes through the "My Recovery Tasks" interface, even without full event access. Fields lock upon task completion to maintain data integrity.
- Automated task import: Import automated tasks from business continuity plans into active events to enhance response efficiency.
- Nested plans and dependencies: Configure system properties to automatically create nested plans within events and set dependencies between activated plans, reducing manual effort and improving performance.
- Action tasks for recovery teams: Crisis managers can create ad hoc action tasks during open crisis events or exercises without linking them to assets or plans, allowing flexible task management.
- Similar tasks grouping: Identify and group duplicate or similar tasks to optimize task management and avoid redundant work.
- Approval workflows: Submit and approve crisis events within BCM Workspace to maintain governance and oversight.
Practical Benefits for ServiceNow Customers
- Streamlines crisis event management with structured, configurable workflows tailored to business continuity needs.
- Enhances coordination by enabling bulk task updates and clear state transitions, reducing administrative overhead.
- Improves accountability and auditability through detailed task activity logs and controlled approvals.
- Supports flexible task creation and management by both crisis managers and recovery team members, ensuring responsiveness and collaboration.
- Facilitates faster crisis response by leveraging automated task imports and nested plan configurations.
- Helps avoid duplicated efforts with similar task grouping, increasing operational efficiency during critical events.
Perform the structured workflows to manage a crisis event in Business Continuity Workspace (also known as BCM Configurable Workspace).
- Create a crisis event. For more information, see Start a crisis event.
- Add an asset and plan to the crisis event. For more information, see Track impacted assets and add related plans.
- Add an event task to the crisis event. For more information, see Add a task to the crisis event.
- Submit the event task for the exercise event. For more information, see Request an approval and approve the crisis event.
Additional information on Crisis events
- For information on the Crisis events tab in the Home page, see Home page view.
- For information on the threats, feeds, and alerts in the Crisis map interface, see Crisis map interface.
- For information on the administrative tasks in the Crisis map interface, see Setup for Crisis map.
- For information on the crisis events, see Crisis events.
Bulk editing of tasks from the Event tasks related list
Starting with version 6.1.x of the Business Continuity Management application, users who have editing access to the event record can now perform bulk edits on tasks directly from the Event tasks related list. This feature is beneficial for users who manage multiple event tasks simultaneously.
- State
- Assigned to
- Actual start
- Actual end
- Assigned group
Once an event is initiated, these users can also modify the state of an event task either from the list view or the form view. The process for updating the state of an event task from the list view is demonstrated in the following example. If a state transition is not allowed, an error message is displayed to indicate that the update is invalid.
| Transition from state | Pending state | Open state | Work In Progress state | Closed Complete state | Closed Incomplete state | Closed Skipped state | Closed Failed state |
|---|---|---|---|---|---|---|---|
| Pending | No | Yes | No | No | No | Yes | No |
| Open | No | No | Yes | No | No | Yes | No |
| Work In Progress | No | Yes | No | Yes | Yes | Yes | Yes |
| Closed Complete | No | Yes | No | No | No | No | No |
| Closed Incomplete | No | Yes | No | No | No | No | No |
| Closed Skipped | No | Yes | No | No | No | No | No |
| Closed failed | No | Yes | No | No | No | No | No |
Consider the following key details about the state transitions of an event task.
- The event task can only be opened from the Closed complete state.
- Once the event task moves to the Open state, users of the event task can edit it further.
- The task can then be moved from the Open state to the Closed Skipped state.
- Only users with access to the event can reopen the event task. While recovery task members can change the status of the event task, they cannot reopen it.
| UI action | State of the event task | Notes |
|---|---|---|
| Trigger | Pending | This condition is applicable only when an event has been started. |
| Skip task | Pending, Open, Work in progress | - |
| Work in progress | Open | - |
| Closed complete | Work in progress | - |
| Closed incomplete | Work in progress | - |
| Closed failed | Work in progress | - |
| Re-trigger as a manual task | Closed | - |
| Re-trigger automation | Work in progress, Closed | This condition is applicable for an automated task only. |
If a task is mistakenly closed, users of the event task can reopen it to make the required edits, ensuring the recovery process remains accurate and complete.
Updating the event task as a recovery task member
Generally, recovery task members update the status of event tasks. Although they do not have access to the event page or workspace, they can navigate to My Recovery Tasks in the instance to access the recovery task. By modifying the UI action, they can change the status of the event task, as demonstrated in the example.
For instance, when members of the recovery task mark the task as Closed complete, all fields on the form become locked. This implies that while members of the recovery task cannot modify the fields, they are still able to add activity notes. Only users who have access to the event task can edit the fields on the form.
For information on importing the automated task in an event, see Import automated tasks and start an event.