Plan Template form
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.
| 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:
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. |
| 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. 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. |
| 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. |
| 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 |
Parent Topic:Configure the business continuity plan template