Create documentation sections

Create a documentation section in the business continuity plan. You can then document the recovery capabilities of your business continuity plan in BCM UIB Workspace.

Before you begin

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

About this task

These UI actions are available for the documentation sections:

• Update: Update an existing documentation section.
• Delete: Delete an existing documentation section.
• Reset to template: Reset an existing documentation section to the Documentation Sections template. You can view the available templates by navigating to Documentation Sections of Business Continuity in the application navigator. For an existing documentation section, the Update, Delete, and Reset to template actions are available. For a new documentation section, the Reset to template action is not available.

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 the Documentation tab of the plan.
4. Select Create new section.

   You can add a documentation section in the business continuity plan.

   If you create a documentation section and move away without saving the changes, the documentation section is marked as Untitled with the Unsaved changes tag as shown in the example. A message is displayed on the screen: Do you want to save the changes?

   

   If you select Save, the documentation section is saved in the plan. If you select Discard, the changes to the documentation section are not saved.

5. To create a documentation section, select Create.

   The example shows the Overview and BCP Checklist documentation sections in a business continuity plan. The Overview documentation section has an order value of 0. The BCP Checklist documentation section has an order value of 100.

   Note:

   When you create a documentation section on the Documentation tab without using the plan template, the Reset to template UI action is not available for that documentation section.

   

   To create a documentation section that is displayed as the second section in the Sections panel, assign it an order value that is more than 0 and less than 100, such as 50.

   The documentation section with an order value of 50 is displayed as the second documentation section in the Sections panel on the Documentation tab.

   

6. To save the documentation section in the plan, select Save section.

   The documentation section is saved in the business continuity plan.

   

7. To delete a documentation section in the plan, select Delete.
8. To reset a documentation section to its template, select the More actions (...) icon and then select Reset to template.