Plan overview scorecards for plan usage details
Summarize
Summary of Plan overview scorecards for plan usage details
The Plan Overview tab in ServiceNow provides a comprehensive view of a recovery plan’s usage, its effectiveness during crisis and exercise events, and the associated assets and teams involved. This feature helps customers understand how well their plans perform in real or simulated loss scenarios, enabling better preparedness and response management.
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Plan usage and results
- Related Crisis Events: Displays total crisis events using the plan, ongoing crises, and the last crisis event’s end date and time.
- Related Exercises: Shows total exercises using the plan, ongoing exercises, last exercise date, and the success status of the last completed exercise.
- Exercise Results: A color-coded visual donut chart presents the count of completed exercises categorized as successful, unsuccessful, or successful with issues, helping track exercise outcomes at a glance.
Plan details
- Scope: Lists all assets covered by the plan and displays the minimum Recovery Point Objective (RPO) and Recovery Time Objective (RTO) values for primary elements, helping customers assess recovery targets.
- Recovery Teams: Identifies teams and individuals assigned recovery roles, with scores indicating assigned versus unassigned roles, ensuring clarity on responsibilities during crises.
- Documentation: Shows the total number of documentation sections linked to the plan, with status breakdowns such as complete, updated, or pending, assisting in maintaining accurate recovery documentation.
- Recovery Tasks: Highlights activities needed for plan execution, with scores showing tasks assigned to groups versus unassigned, enabling clear task ownership during recovery.
- Dependencies by Loss Scenario: Visualizes assets covered by recovery strategies using a donut chart, indicating which assets have strategies assigned. At least one strategy per asset is required, but strategies can cover multiple assets.
Practical benefits for ServiceNow customers
This feature allows customers to monitor and evaluate the effectiveness of their recovery plans through detailed usage metrics and visual scorecards. It supports assignment clarity for recovery roles and tasks, ensures documentation completeness, and verifies strategic coverage of critical assets. As a result, customers can enhance their crisis preparedness, streamline recovery efforts, and improve overall resilience in loss scenarios.
The Overview tab gives you the details of the plan and the exercise and actual events that use the plan. It also indicates how successful the plan was in recovering the assets in a loss scenario.
Plan usage and results
The Plan Usage and Results section shows the details of the crisis and exercise events that use the current plan that you are viewing.
- Related Crisis Events
- Total Crisis Events: The total number of crisis events that use the current plan.
- Ongoing Crisis Events: The number of crisis events that are currently in progress.
- Last Crisis Event Date: The actual end date and time of the last crisis event that happened.
Figure 1. Related crisis events - Related Exercises
- Total Exercises: The total number of exercises that use the current plan.
- Ongoing Exercises: The number of exercise events that are currently in progress.
- Last Exercise Date: The actual end date and time of the last completed exercise event.
- Last Exercise Result: Indicates whether the last completed exercise event was successful or not.
Figure 2. Related exercises - Exercise Results
- The color-coded donut indicates the number of completed exercise events that were
successful, unsuccessful, and successful with issues.
Figure 3. Exercise results
Plan details
- Scope
Displays all the assets identified in the plan as Total. Out of all the RPO and RTO that a primary element supports, the minimum value of RPO and RTO is displayed.
Figure 4. Plan assets scorecard 
- Recovery Teams
The scorecard helps you to identify teams and individuals with clear guidelines of responsibilities to act at the time of a crisis.
The assigned score indicates that a recovery role of a plan has been assigned to a group or a user. The unassigned score indicates that the recovery role is not assigned to any group or user.
Figure 5. Recovery teams scorecard 
- Documentation
Displays the total number of documentation sections that are attached to the plan. The breakdown shows the status of the documentation sections that are updated according to the plan and in Complete state. The Pending state indicates the documentation sections that are still under edit.
Figure 6. Documentation scorecard 
- Recovery Tasks
The recovery tasks scorecard indicates a group and an owner for the group, identified to carry out the activities of the plan during the recovery process.
Figure 7. Recovery Tasks scorecard 
Out of the total number of activities identified for the plan, the assigned score indicates the number of activities for which groups have been assigned. Unassigned score indicates plan activities for which groups have not been assigned.
- Dependencies by Loss scenario
- The donut chart shows the assets covered by a strategy, and uses colors to indicate whether
the asset has a strategy or not. A loss scenario plan must have at least one strategy for an
asset. However, you can also have a single strategy covering multiple assets.
Figure 8. Dependencies by loss scenarios