---
sourceDocument: Brazil Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/governance-risk-compliance

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Plan Template form

# Plan Template form {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Use the Plan Template form in BCM UIB Workspace to input details regarding the business continuity plan.

## Plan Template form {#plan-template-form__section_mll_dkb_sxb}

For the description of the field values, see the table. {#plan-template-form__table_kbt_tw4_qxb__entry__2}

| Field | Description |
|-|-|
| Name | Name of the plan template. For example, Workplace Recovery Plan. |
| Description | Brief description about the plan template. |
| Primary Element Recovered | Primary object type or an element identified to be recovered in the plan. For example, Locations. |
| Plan authoring type | Various stages or sections of a plan that you can choose from when creating a continuity plan with this template. These choices appear as tabs in the BCP workspace as you advance through the process of filling in the plan details. * All (Default): All choices such as Documentation, Loss Scenarios, Recovery Tasks, and Recovery Teams are presented in the plan that uses this template. These options are visible as tabs within the workspace. * Documentation: Plan that uses this template shows the documentation option alongside chosen dependencies. The documentation tab, and tabs for recovery tasks and recovery teams, are accessible for viewing in the workspace. * Loss Scenarios: Loss scenarios together with recovery tasks, recovery teams, and other chosen dependencies in the plan that uses this template. * Recovery tasks: Recovery tasks and recovery teams associated with the plan type that uses this template. {#plan-template-form__ul_dzn_nbp_l4b} |
| Document sections | Documentation sections to be included in the plan. Available options are: * BCP-Assumptions * BCP-Objectives * BCP-Scope * BIA-Overview * SN-BCP Checklist * SN-Overview {#plan-template-form__ul_qx5_s1p_qxb} |
| Loss scenarios | Loss scenarios to be included in the plan. Available options are: * Loss of facilities housing critical comp * Loss of Linux Servers * Loss of Datacenters * Loss of Workplace * Loss of Business Applications * Loss of Personnel * Vendor Disruption * Loss of Windows Servers {#plan-template-form__ul_u1r_jbp_qxb} You can also create a loss scenario and add it to the template. For more information on creating a loss scenario, see [Add loss scenarios](https://www.servicenow.com/docs/l6p32TS14bb7f7veQ8uXgQ "Add a loss scenario and define the related asset dependencies in your business continuity plan. You can then view the details of the assets in BCM UIB Workspace and then plan a recovery strategy for an identified loss scenario."). |
| Recovery strategy templates | Recovery strategy templates that should be applied to the matching loss scenarios when a plan is created from this template. See [Recovery strategy template form](https://www.servicenow.com/docs/G9ow7zr2u5ltjUWpqnkvHA "Use the Recovery strategy template form to define a reusable implementation profile that planners can apply to loss scenarios in business continuity plans."). Note: Recovery strategies are displayed in the Loss scenarios as a related list, along with groups and templates. |
| Task template groups | Task template groups whose tasks should be created on the plan record when a plan is created from this template. See [Task template group form](https://www.servicenow.com/docs/p5JOhgwgbD6AH3Tf4zeOxQ "Use the Task template group form to bundle related task templates and define dependencies between them. Apply the group from a plan, loss scenario, recovery strategy, exercise event, crisis event, or activated plan to create the underlying tasks in bulk."). |
| Task templates | Individual task templates whose tasks should be created on the plan record when a plan is created from this template. See [Task template form](https://www.servicenow.com/docs/6INc2IjSGjihLBYRPwv12A "Use the Task template form to define a reusable recovery task or event task. It can be inserted into plans, loss scenarios, recovery strategies, exercise events, crisis events, or activated plans."). |
| Group recovery tasks | Option to group recovery tasks. When selected, tasks are pre-organized into groups based on the chosen Group by criteria values. Available options are: * Assignment group * Automated flow * Completion deadline * Configuration item * Created by * Description * Documentation * Plan * Owner * Recovery strategy * Recovery team * Related plan * Scope * Short description * Tag * Tag assets * Task classification * Task group * Updated by {#plan-template-form__ul_h1l_2wk_ldc} |
[Table 1. Plan Template form]

{#plan-template-form__table_kbt_tw4_qxb}