Create a business continuity plan from a plan template

Create a business continuity plan from a plan template in BCM UIB Workspace so that the loss scenarios, recovery strategies, and recovery tasks defined on the template are generated automatically.

Before you begin

Role required: sn_bcp.plan_contributor or sn_bcp.plan_manager

About this task

A plan template can reference recovery strategy templates, task template groups, and task templates at the plan, loss scenario, and recovery strategy levels. When you create a plan from such a template, the system creates the documentation, loss scenarios, recovery strategies, and recovery tasks in a single operation, so you do not have to add each record manually.

For information on building a plan template that pre-populates these records, see Configure the business continuity plan template and Configuring plan template.

Procedure

1. Navigate to Workspaces > Business Continuity Workspace > Planning in the list view and select New.
2. On the Details tab of the Create New Plan form, select a plan template in the Template field.
   The template determines which loss scenarios, recovery strategies, task template groups, and task templates are generated for the plan.
3. Enter a name for the plan and fill in the remaining required fields.
   For more information on the fields, see Create New Plan form.
4. Select Save.

   The progress tracker on the plan record shows the creation status while the system generates the documentation, loss scenarios, recovery strategies, and recovery tasks from the template.

   

5. After the progress tracker completes, review the generated records on the plan tabs.

   The Loss scenarios tab lists the loss scenarios from the template. Each loss scenario contains the recovery strategies and recovery tasks defined for it, and each recovery strategy contains the recovery tasks added at the recovery strategy level. Task dependencies defined inside a task template group are preserved on the created tasks.

Result

The plan is created in the Draft state with the loss scenarios, recovery strategies, and recovery tasks generated at each level. You can add more records or apply additional task template groups from the Recovery tasks tab. For more information, see Add recovery tasks.