--- sourceDocument: Yokohama Governance, Risk, and Compliance sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # BIA states and UI actions # BIA states and UI actions {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of BIA states and UI actions This guide explains the various states of a Business Impact Analysis (BIA) in ServiceNow and the associated UI actions available at each state. Understanding these states and actions helps you manage the lifecycle of a BIA efficiently, from creation to archiving. Show full answer Show less ## States and Associated UI Actions * **Draft:** Create a new BIA record using *New* from the BIA record list or *Create BIA* on the Home page. In this state, you can add details and respond to assessments on the Details and Assessments tabs. * **In review:** Select *Submit for review* to transition the BIA to this state for evaluation. * **Pending approval:** Use *Submit for approval* to move the BIA to this approval-pending state. * **Approved:** Select *Approve* to finalize the BIA. In Approved state, the BIA is read-only; you can only view recovery point/time objective and dependency assessments. * **Archived:** Choose *Archive* to move the BIA to archival. From release 9.0.x onwards, you can revert an archived BIA back to Draft by using the *Edit* button. * **Returned:** If a BIA is rejected via *Reject*, it enters Returned state where you can edit and resubmit it for review. ## Additional UI Actions Available in the Create New Impact Analysis Form * **Generate PDF:** Download a PDF version of the BIA for reference. The PDF is accessible in the Activity panel on the Details tab. * **Copy:** Save a copy of the BIA PDF as a template for future use. * **360º view:** Visualize a comprehensive overview of the BIA, including its name, template, dependencies, and results. * **Delete:** Permanently remove the BIA if it is no longer needed. * **Edit:** Modify the BIA details within the application. * **Save:** Save changes made to the BIA. ## Operational Notes * A scheduled job runs weekly to automatically archive expired BIAs, ensuring your BIA records remain current and manageable. When you create a business impact analysis, certain UI actions are associated with each state. ## States and their UI associated actions in a business impact analysis {#states-ui-actions-bia__section_wsk_vl4_vvb} The states and their UI associated actions in a business impact analysis are described in the following table. {#states-ui-actions-bia__table_amh_4kb_cv__entry__3} | State of the business impact analysis | UI action | Description of the action | |-|-|-| | Draft | In the Business Impact Analysis record Lists view, select New. Note: You can also navigate to the Business Impact Analysis section of the Home page and select Create BIA. | When you select New in the Create New Impact analysis form or Create BIA in the Home page, a record is created in the Draft state by default. On the Details tab, you can add details of the business impact analysis (BIA). On the Assessments tab, you can respond to the Recovery point objective assessment, Recovery time objective assessment, and Dependency assessment. | | In review | Select Submit for review. | When you select Submit for review in the Create New Impact analysis form, the state of the business impact analysis is updated to In review. | | Pending approval | Select Submit for approval. | When you select Submit for approval in the Create New Impact analysis form, the state of the business impact analysis is updated to Pending approval. | | Approved | Select Approve. | When you select Approve in the Create New Impact analysis form, the state of the business impact analysis is updated to Approved. The Overview tab displays the progression of the states as shown in the following example. When the business impact analysis is in the Approved state, it is in the read-only format. You can only view the Recovery point objective assessment, Recovery time objective assessment, and Dependency assessment in the Approved state. | | Archived | In the Create New Impact analysis form, select Archive. | When you select Archive in the Create New Impact analysis form, the state of the business impact analysis is updated to Archived as shown in the following example. Starting with BCM release 9.0.x, you can revert an archived business impact analysis (BIA) to the Draft state by selecting the Edit button on the form. You can perform the following additional UI actions in the Create New Impact analysis form: Generate PDF : Download the PDF of the business impact analysis for reference. The PDF attachment is available in the Activity panel on the Details tab. For information on generating the PDF of a business impact analysis, see [Generate BIA reports in PDF or Microsoft Word formats](https://servicenow-prod.fluidtopics.net/UkxEQkrcn47Dn0vcDk4rUA "Generate a PDF or Microsoft Word copy of a business impact analysis in the BCM Configurable Workspace and save it for a future reference."). Copy : Save a copy of the PDF of the business impact analysis for future reference as a template. 360º view : Visualize 360º representation of the business impact analysis such as its name, template used, dependencies, and BIA result. For information on how to view 360º relationships of a business impact analysis, see [Visualize 360° relationships for BIAs](https://servicenow-prod.fluidtopics.net/ekxdG68hrhASRFvOJ2LfpQ "Visualize the 360° relationships for a business impact analysis and its associated entities in BCM UIB Workspace. You can access the 360° view at any time while creating a business impact analysis."). Delete : Delete the business impact analysis if you don't need to refer to it anymore. Edit : Edit the business impact analysis in the application. Save : Save the business impact analysis in the application. | | Returned | Select Reject. | If you select Reject in the Create New Impact analysis form, the state of the business impact analysis is set to Returned. You can edit the business impact analysis in the Returned state. You can update and submit it for review again. | [Table 1. States and their associated UI actions in a business impact analysis] {#states-ui-actions-bia__table_amh_4kb_cv} Note: A scheduled job runs weekly to move the expired business impact analyses to the Archived state.