Review event details and start an exercise event

Review the details of an event in the Details tab, start an event to test your business continuity or recovery plan, and monitor completion of the event.

Before you begin

Role required: sn_bcm.planner, sn_bcm.program_manager

Procedure

1. Navigate to Business Continuity > Business Continuity Workspace.

2. Click the lists icon (

1. Click the Pending state in the Exercises list.

2. Click the link to the event record in the Number column.

3. Review the exercise event details in the Details tab and update if required.

**Note:** You cannot view the **Results** section in **Pending** state. However, you can view the section in all other states.

1. Click Save.

   The event is in Pending state.

2. Click Start event for the exercise after you have updated the details.

   When you start an exercise, the State field moves to Work in Progress state. As a result approver, you can update the actual start and end dates of the exercise if the exercise was not conducted on the planned date. Update the outcome or the result of the exercise. The result can be Successful, Successful with Issues, or Unsuccessful. Enter the result summary and recommended improvements that can be followed for future exercises.

3. If all the activated plans of the event tasks for the exercise event are completed, click the Submit for Approval button.

   You must enter the Actual start and Actual end dates before submitting the exercise event for approval. Update the details in the Results section. Save the form after you make the changes and before submitting it for approval.

   • Pending Approval

     When you click Submit for Approval, the event is set to Pending Approval state. In this state, you can only update the Work notes field. If there are any approval rules configured for the event, then approvals are generated and sent to the approvers. If there are no approval records in the requested state for the event, then you can either Reject or Approve the event.

     You can view the approval details in the Approvals related list with its name, level of approval, and the state of the approval.

     Select the Approval History related list to view the approval state, name of the approver, event number, the date on which the approval was requested, and comments if any.

     Note: If you are a BCM Program Manager, then you can see the Approve and Reject buttons.

   • Returned

     When the event is rejected, the state is set to Returned state. It can be moved to Submit for Approval, Closed Complete or Closed Incomplete states. Since this is related to an event, only certain sections like description, results, and work notes can be updated in the form.

     When the event is in Returned state, you can edit the state of the event asset.

     From the Returned state onwards, you can only add comments and attachments to the event task.

   • Closed Complete and Closed Incomplete

     You can set the event state to either Closed Complete or Closed Incomplete by clicking the Close Event button.

   • Approved

     When the event is approved, the state is set to Approved state. You can set the event state to either Closed Complete or Closed Incomplete.

4. To generate a PDF, click Generate PDF button and download the PDF.

   If you have edit access to the exercise event, you can save a copy of the event in PDF format to your local hard drive.

   Note: By default, the PDF is generated and attached after the event is closed.