Submit the BCP for approval

Submit the business continuity plan (BCP) for an approval. You can then view the details in BCM UIB Workspace.

Before you begin

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

Procedure

1. Navigate to Workspaces > Business Continuity Workspace.
2. In the List view, navigate to Planning and select the link to the plan record in the Name column.
3. Select Submit for review.
   The business continuity plan is in the Review state.
4. Select Submit for approval.
   The business continuity plan is updated to the Pending approval state. The business continuity plan is submitted for a review to the business continuity plan owner.
5. Select Approve.
   Note:

   If an approval record is created for the BCP, the Approve or Reject actions are not displayed on the BCP form. For a user to view the Approve or Reject actions, these conditions must be fulfilled:

   • The user should have the sn_bcp.plan_manager role.
   • The BCP should be in the Pending approval state.
   • The BCP should not have any approval records created.

   If you have the BCM lead or BCM program manager role, you can approve the plan. The information is displayed on the Approval levels and Approvals tabs as shown in the example.

   

   To configure multiple approval levels for the plan, see Set up approval levels.

   The example shows the Approvals tabs and the Approve and Reject buttons are not displayed.

   
   When you approve the business continuity plan, its state is updated to Approved.