Plan Template form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Use the Plan Template form in BCM UIB Workspace to input details regarding the business continuity plan.

    Plan Template form

    For the description of the field values, see the table.
    Table 1. Plan Template form
    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.
    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
    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

    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.

    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