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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Manage a crisis event

# Manage a crisis event {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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 ContinuityBusiness Continuity Workspace.
2. Click the lists icon (![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.  
   {#manage-crisis-event__table_lv2_hcq_cnb__entry__2}

   | 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. |
   [Table 1. Details for a crisis event]

   {#manage-crisis-event__table_lv2_hcq_cnb}
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.

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