View plan details in scorecards

Use the Overview tab to gain a quick understanding of how robust your business continuity and emergency plans are. This tab gives an overview of the scores of important plan elements, each as a scorecard.

Before you begin

Role required: sn_bcm.program_manager, sn_bcm.planner

About this task

Your emergency action plan must be customized to your workplace and include information about all potential sources of emergencies. The plan must be comprehensive with details of:

• the assets that have to be recovered
• the teams that are responsible for the recovery of each type of asset
• a designated group to which the plan is assigned
• an owner identified to the assignment group
• documentation detailing how the plan must be executed

Procedure

1. Navigate to Business Continuity > Business Continuity Workspace.
2. Click the lists icon ().
3. Click In Draft state in the Planning list.
4. Click the link to the plan record in the Name column.
   In the Overview tab, you can see the scorecards that are graphical representations of the progress of the plan for making it complete towards its goal.

   The different scorecards that are available to view in the Overview tab depends on the value that has been selected in the Plan authoring type field of the Configure a business continuity plan template used in this plan.

   Note:

   If your plan is in Approved state, then you can view the Plan Usage and Results section. However, you can view all the details of a plan in the Plan Details section irrespective of the plan being in any state. For more information, see Plan overview scorecards for plan usage details.
5. To complete the documentation sections that are in Pending state, identify teams and individuals for the unassigned recovery teams, or assign groups to carry out specific plan activities, click go to section icon () in the respective scorecard widget to add the required information and set the plan to complete.
6. To add contributors to the plan, click the Contributors field to select the users.

   Figure 1. Contributors card in the Overview tab

   

   To make a business continuity plan complete and robust, you need inputs from people who can assist and contribute information on the plan. These contributors can also be users to whom you can assign specific tasks. You can add as many contributors as the plan requires.

7. To remove a contributor from the plan if no longer required, click the Remove button next to the name of the contributor.