Manage a crisis event

Review and update the details of a crisis event in the Details tab. Get the event ready for a crisis that may strike and disrupt your business.

Before you begin

Role required: sn_bcm.planner, sn_bcm.program_manager

Procedure

1. Navigate to Business Continuity > Business Continuity Workspace.
2. Click the lists icon ().
3. Click Pending state in the Crisis Events list.
4. Click the link to the event record in the Number column.
5. Review the crisis event details and update if required.

   Table 1. Details for a crisis event

   Field	Description
   Event
   Short description	Name or description of the event.
   Event Type	Autopopulates the event type
   State	Current status of the event.
   Assigned to	Event coordinator who manages the crisis.
   Description	Detailed description of the event.
   Additional Information
   Actual start	Actual start date of the crisis event.
   Actual end	Date on which the crisis event ended.
   Closed on	Date on which the event was closed. The field appears when the event is moved to closed state.
   Activity
   Work notes	Additional information about the crisis event.
   Compose
   Work notes (Private)	Additional information about the crisis event.

6. Click the Browse button to add any document as an attachment.
7. Click Save.
   The event is in Pending state.
8. To start the crisis event, click Start Event button.
   After you start the event, it moves to Work in Progress state.
9. If all the activated plans of the event tasks for the crisis event are completed, click Submit for Approval button.

   You must enter the Actual end date and save the form before submitting the event for approval.

   Pending Approval

   When you click Submit for Approval, the event is set to Pending Approval state. In this state, you can only update the Work notes field. If there are any approval rules configured for the event, then approvals are generated and sent to the approvers. If there are no approval records in the requested state for the event, then you can either Reject or Approve the event.

   You can view the approval details in the Approvals related list with its name, level of approval, and the state of the approval.

   Select the Approval History related list to view the approval state, name of the approver, event number, the date on which the approval was requested, and comments if any.

   Note:

   If you are a BCM Program Manager, then you can see the Approve and Reject buttons.

   Returned

   When the event is rejected, the state is set to Returned state. It can be moved to Submit for Approval, Closed Complete or Closed Incomplete states. Since this is related to an event only certain sections like description, results, and work notes can be updated in the form.

   When the event is in Returned state, you can edit the state of the event asset.

   From the Returned state onwards, you can only add comments and attachments to the event task.

   Closed Complete and Closed Incomplete

   When the event is approved, the only option available is to close the event. You can set the event state to either Closed Complete or Closed Incomplete by clicking the Close Event button.

   Approved

   When the event is approved, the state is set to Approved state. You can set the event state to either Closed Complete or Closed Incomplete.

10. To generate a PDF, click Generate PDF button and download the PDF.
    If you have edit access to the crisis event, you can save a copy of the event in PDF format to your local hard drive.

    Note:

    By default, the PDF is generated and attached after the event is closed.