Configure the business continuity plan template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Configure the business continuity plan template in the Business Continuity Management application for your business. You can use the plan template to recover a specific primary element such as Employees or Web Servers. Similarly, you can create a plan template for different plan authoring types such as documentation, loss scenarios, and recovery tasks.

    Before you begin

    Role required: sn_bcm.admin

    About this task

    The sn_bcm.admin role contains the sn_bcp.plan_admin role. The sn_bcm.admin role is necessary to view the Plan Templates menu. The BCM administrator can navigate to the Plan Templates menu and then the plan administrator can update the plan templates.

    By configuring the plan template, you can:
    • Define the primary object type that has to be recovered.
    • Define documentation sections that should be included right at the beginning of a plan.
    • Identify the loss scenarios and plan accordingly using the template.

    Procedure

    1. Navigate to All > Business Continuity > Plan Configuration > Plan Templates.
    2. Select New.
    3. On the Plan Template form, fill in the fields.
      For more information on the fields, see Plan Template form.
    4. Select Submit.