States and UI actions for a BCP

In business continuity plan record Lists view, select New.

You can also navigate to the Planning section of the Home page and select Create BIA.

When you select New in the Create New Plan form or Create BIA in the Home page, a record is created in the Draft state by default.

On the Details tab, add details of the business continuity plan. Add details on the tabs:

• Scope
• Documentation
• Related plans
• Recovery teams
• Loss scenarios
• Recovery tasks

When you select Approve in the Create New Plan form, the state of the business continuity plan is updated to Approved. The Overview tab displays the progression of the states for the business continuity plan.

When the business continuity plan is in the Approved state, you cannot edit it further.

When you select Archive in the Create New Plan form, the state of the business continuity plan is updated to Archived.

Starting with BCM release 9.0.x, you can revert an archived business continuity plan (BCP) to the Draft state by selecting the Edit button on the form.

You can perform additional UI actions in the Create New Plan form:

• Generate PDF

Download the PDF of the business continuity plan for reference. The PDF attachment is available in the Activity panel of the Details tab.

For information on generating the PDF of a business impact analysis, see Generate BCP reports in PDF or Microsoft Word format.

• Copy

Save a copy of the PDF of the business impact analysis for future reference as a template.

• 360º view

Visualize the 360º representation of the business continuity plan such as its name, scope, related plans, and related tasks. To view 360º relationships of a business continuity plan, see Visualize 360° relationships for the BCP.

• Delete

Delete the continuity plan.

• Edit

Edit the business continuity plan.

• Save

Save the business continuity plan.