View the general details of a business continuity plan

Use the Details tab of the plan to view the general information about the template that is used for the plan, its type, and other details.

Before you begin

Role required: sn_bcm.admin, sn_bcm.program_manager, or sn_bcm.planner

Procedure

1. Navigate to Business Continuity > Business Continuity Workspace.
2. Click the lists icon ().
3. Click In Draft state in the Planning list.
4. Click the link to the plan record in the Name column.
5. Click the Details tab of the business continuity plan (BCP).
   This tab gives you a summary of the plan details. You can edit the information if required.
6. Click Save after updating the plan details.
7. To generate a PDF and download a copy of the BCP to your local hard drive, click Generate PDF.
   A message appears with a downloadable link to the BCP PDF.

   Note:

   After the plan is approved, the PDF is generated and attached to the plan.
8. To move a plan from Approved to Draft state, select the Edit button.
9. To create a copy of the plan, click the Copy button.
   If you have the permission to edit a BIA, then you can also copy the BIA. A BCM planner and program manager can delete a plan and its related table records when the plan is in Draft, In Review, and Returned states. BCM admin can delete a plan irrespective of its state.
   1. Enter the name of the new plan in the Copy plan pop-up.
   2. Click Confirm.
      • The copy action creates an exact replica of the plan with the name that you enter in the Copy plan pop-up. The copied plan is moved to Draft state.
      • The action copies the plan assets, plan documentation sections, recovery teams, loss scenarios, its related asset dependencies and recovery strategies, and recovery tasks of the original plan to the copied plan.
      • The documentation sections of the copied plan are in Pending state. Edit each section, if required, and move it to Complete state.
      • Dependencies are populated when the plan is copied.