Create New Plan form
Use the Create New Plan form in BCM UIB Workspace to add the details about the business continuity plan (BCP).
Create New Plan form
For description of the field values, see the table.
| Field | Description |
|---|---|
| Overview tab | |
| State | Current state display and progression indicator for the business continuity plan. |
| Details tab | |
| Name | Name of the business continuity plan. You can describe the BCP within 255 characters length. |
| Template | Model template for creating the BCP. The template BIA has the primary elements \(applications, business processes, and locations\), impact categories, and the dependent assets identified for the type of assessment. |
| Type | Type of the business continuity plan. Available options are:- Continuity plan - Recovery plan - Crisis response plan |
| Plan owner | Owner of the business continuity plan. |
| BCM lead | BCM lead for the business continuity plan. |
| Business unit | Business unit that the business continuity plan is created for. Available options are:- Finance - HR - IT - Legal - Marketing - Sales |
| Department | Department related to the business unit. You can select the department based on the business unit selected. |
| Expires | Read-only field. Expiration date for the plan. |
| Description | Description of the business continuity plan. |
| Scope | |
| Asset types | Asset types that you can add to the plan. |
| Add primary scope | UI action to add the primary scope to the plan. |
| Add related asset | UI action to add the related asset to the plan. |
| Asset dependencies | |
| Asset dependencies | Asset dependencies related to the plan. |
| Documentation section | |
| Documentation section | Title, Description, Order, Contents of the documentation section. |
| Associated plans | |
| Associated plans | Associated plan types such as Upstream plans, Downstream plans, and Related plans. |
| Recovery teams | |
| Recovery teams | Recovery teams for the plan. |
| Loss scenarios | |
| Loss scenarios | Loss scenarios defined for the plan. |
| Recovery tasks | |
| Recovery tasks | Recovery tasks associated with the plan. |
| Icons displayed in the side-bar of the record | |
| Contributors | Icon to populate side-panel in the record. You can add contributors to the business continuity plan from the panel. |
| Attachment | Panel where the PDF of the business continuity plan is attached. |
| Template | Panel to populate the template for the business continuity plan. You can view all or customized templates in this panel. |
Parent Topic:Create a business continuity plan