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.