Start a crisis event

Report a crisis event in the BCM Configurable Workspace. A crisis event is any significant disruption that threatens business operations. The BCM Configurable Workspace enables you to create crisis records, classify severity levels, set priorities, assign response teams, and document initial actions.

Before you begin

Role required: sn_bcm.planner, sn_bcm.program_manager

Procedure

1. Navigate to Workspaces > Business Continuity Workspace.
2. In the List view, navigate to crisis events > Pending and select New.
   The Create New Event form is displayed.
3. In the Details tab of the Create New Event form, fill in the required fields.
   Note:

   For a crisis event, the event type is Actual.

   For more information on the fields, see Create Crisis Event form.

   A crisis event is created in the Pending state as shown in the example.

   

   The state and details of the crisis event are displayed in the tabs:

   • Overview: You can view the current state and overall state progression of the crisis event.
   • Details: You can view details on the crisis event such as its short description, state, event type, assignee, and so on.
   • Assets: You can select the impacted item type or the primary elements that you want to recover for an asset type.
   • Plans: You can add an ad-hoc plan for the selected asset to the crisis event.
   • Emergency Notifications: You can create a notification for the crisis event with the Everbridge integration.
   • Event tasks: You can add an ad-hoc task to the crisis event.
4. To perform more actions on the crisis event, select More actions.

   Step	Description
   Select Discuss.	Add the subject for the discussion and add participants that have access to the event record. Include a brief message for the participants and select Start discussion.
   Select Generate MS Word.	Generate a report of the BIA, BCP, exercise, or crisis record in Microsoft Word format. The Microsoft Word copy of the event record is successfully generated that you can download.
   Select Generate PDF.	Generate a PDF of the event. The PDF of the event record is successfully generated that you can download. In the Impact Assessments section of the PDF, details of the Smart assessment are covered, including questions and answers for RPO and RTO in a tabular format, along with dependencies, contributors, and attachments.
   Select 360º view.	Generate 360º relationships for the event. A graphical presentation of the event and its relationships is displayed. Refresh the planned order for the recovery task
   Select Delete.	Delete the event record. A warning message is displayed that deleting the record will result in an automatic deletion of related records, which may also cause a cascade of additional records to be deleted.

5. Select Save.
   The crisis event is saved in the Pending state and it is displayed in the Crisis events list view of the record.

• Create Crisis Event form
  Use the Create Crisis Event form in BCM UIB Workspace to add details about a crisis event.