Create New Plan form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.
    Table 1. Create New Plan form
    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.