BCM - Require a list of all Capabilities by Site to mange incidents

[L_ B_ Laun]

During an incident, I need to quickly identify all capabilities that have identified that location when they completed the BIA.  The Sites are part of the Dependency Assessment - which I hope is OOTB functionality!   

We're struggling to connect the correct tables to produce a list that merges BIA and Plan, especially when a Plan isn't required or complete (blank).  

This list needs to contain columns for: 

[BIA] Country, Site Name, Capability (Applies to), BU, Dept, RTO and Recovery Tier, BIA Owner,  and BCM Lead

 and then plan information like 

[Plan] Plan Name, State, Plan Owner and BCM Lead 

As this should be a fairly common list report, has anyone solved this problem?   Any suggestions/advice? 

Thank you in advance.  

[Connor Levien]

@L_ B_ Laun where are you trying to surface the list? Are you trying to show it on a crisis event? One thing customers configure is to auto add all the plans that capture a dependency to an impact asset (such as a site) or automatically add all the assets that have a dependency capture in the BIA.

That way a user doesnt need to go through specific plans and add them.

[L_ B_ Laun]

TY for your reply!   Yes, I'm trying to create a list.

I understand your suggestion. Using the related plan approach is too cumbersome and produces very hard to understand lists.  

And, the core of my issue is that a site can be named in a Business Impact Analysis (BIA) even if it doesn't yet have a plan.  This can occur either because the site is new and a plan hasn't been created, or because the BIA results indicate a lower risk, placing it below our required threshold for a plan. Thus for managing the incident I need to know where all of my capabilities are, even if they don't yet have a plan.   

[Connor Levien]

@L_ B_ Laun sorry for never replying I never got a notification that you had replied. If you are still looking at this you will need to make a database view

Assuming this is on the Crisis Event record, you would build a database view that joins the sn_recovery_event_asset table (which would be where you would say a location is impacted) to the sn_bia_dependency table and joining via Asset name and Depends on field and filtered where the element definition is location. Then you will be able to dot walk to the BIA fields via the impacted dependency group and then to the BIA.

You can then make a scripted relationship that then filters this database view for the impacted locations for the crisis events. This can then be added as a related list on the crisis form

Hopefully that helps!