Exercises

Exercises are used to provide continuous testing and improving of continuity plans. You can use the exercises to finalize your business continuity plan and improve its effectiveness and usability in an actual crisis event. You can manage your exercises in BCM UIB Workspace.

Steps involved in creating an exercise

Creating an exercise includes these steps:

• BCM program manager creates an exercise either from the Home page or the Exercises record page in the List view of the BCM UIB Workspace.
• BCM program manager adds additional details for the exercise such as an asset, plan, and event task.
• BCM program manager submits the event task related to the exercise for an approval.
• Assigned BCM program manager reviews the details on the event task and approves the exercise.
• Exercise is moved to the Approved state. An approved exercise is moved to the Archived state later.
• BCM program manager can generate the PDF of the details and save a copy for reference.

Types of exercises

The BCM application creates these types of exercises:

• Functional
• Simulation
• Tabletop
• Walkthrough

Technically, all exercises are treated in the same way. However, only Functional exercises automatically generate tasks, while Simulation, Tabletop, and Walkthrough exercises don’t have any technical differences in their implementation.

Creating an exercise in Business Continuity Workspace

If you’re the BCM program manager, you can create an exercise in Business Continuity Workspace by using one of these options:

• You can navigate to the Exercises tab and select Create exercise as shown in the example.

  

  For information on the cards and action buttons in the Exercises tab, see Home page view.

• You can also navigate to the List view and select New in the Exercises records.

To create an exercise in Business Continuity Workspace, see Structured workflows for Exercises.

Grouping the event tasks

For information on working with the grouped event tasks, see Creating similar tasks groups.