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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

BIA states and UI actions

When you create a business impact analysis (BIA), certain UI actions are associated with each state.

States and associated UI actions in BIA

The states and their UI associated actions in a business impact analysis are described in the table.

State of the business impact analysisUI actionDescription 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 reviewSelect 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 approvalSelect 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.

In the Pending approval state, the business impact analysis is not editable. You cannot add items to a Dependency assessment because the Add and Add first level CMDB dependencies actions are unavailable until the business impact analysis returns to an editable state.

ApprovedSelect 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 example.

Image omitted: bia-analysis-approved-overview-tab-states-progression.png
BIA in the Approved state.</p>

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.

ArchivedIn 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 example.

Image omitted: bia-archived.png
Archived BIA.</p>

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 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.

  • 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.

  • 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.

ReturnedSelect 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.

Note: A scheduled job runs weekly to move the expired business impact analyses to the Archived state.

Parent Topic:Structured workflows for BIAs