General Information (BCP)
It allows the user to define the general data which will have the Continuity Plan.
General Information
Name: It allows you to define the name associated with the Continuity Plan.
Description: It allows you to include any type of information which you consider necessary for defining the Continuity Plan adequately.
Code: it’s a text field which allows the user to assign a code to the continuity plan.
Coordinator Type of Establishment: It offers the possibility of inserting users automatically or manually.
Establishment Coordinator: It allows you to define the establishment coordinator of the continuity plan.
Creation Date: You can define the creation date of the Continuity plan.
Coordinator Type of Modification: It offers the possibility of inserting users automatically or manually.
Coordinator of the Modification: You can define the coordinator of the modification of the continuity plan.
Modification Date: It’s possible to define the modification date of the continuity plan.
Version: It offers the possibility of establising a version of the Continuity Plan.
Status: It allows you to define the current status of the Plan and you can select among Draft, Current or Historical.
NOTE: When you select the Historical status of the data of the Continuity Plan, which will be stored, there is no possibility of modifying its data.
Report Configuration This section allows the user to configure general aspects of the Continuity Plan, such as the cover page, the typeface or the general information to be displayed in it.
Front Cover: It indicates if you want to configure a cover for the Continuity Plan. If the check is marked, a text editor is enabled which allows you to configure the cover page (including both text and images). If the field is not enabled, the Continuity Plan will be generated without cover.
Index: It indicates whether to display the index in the Continuity Plan
Text Format: It allows you to select the font and the size for the text of the Continuity Plan.
Headline 1: It allows you to select the font and the size for the headline of Level 1 in the Continuity Plan.
Headline 2: It allows you to select the font and the size for the headline of Level 2 in the Continuity Plan.
Headline 3 It allows you to select the font and the size for the headline of Level 3 in the Continuity Plan.
Note: Headlines 1, 2 and 3 are set in the text editors via the buttons 'H1', 'H2' and 'H3' available on them.
General Information fields: This table allows you to indicate which general information fields of the Continuity Plan you want to be visible in the Plan. By default, when creating a Continuity Plan, all fields are included, but the 'Include Fields' button allows you to select which fields you want to include (through your selection in the popup window that is displayed). The 'Move Up' and 'Move down' buttons allow you to set the order for the fields to be displayed in the Continuity Plan.
Note: In the 'Preview' section of a Continuity Plan, you can view the Continuity Plan to see how these fields are displayed, as well as you can download the Plan itself.
Exchange Control
This option allows the user to register different modifications performed on the Continuity Plan clicking on the button ‘New’.
Attached files
It offers the possibility of attaching any annex document which helps to complete the Continuity Plan (clicking the button ‘Attach’). In addition to uploading new files, you can associate files that are already uploaded to the Document Manager by clicking on the 'Associate' button, a popup window will open where you can select the files already uploaded. Once uploaded, the documents can be downloaded by clicking on the 'Download' button.
Associated Scenarios
This option allows you to associate scenarios to the Continuity plan which has been defined. The scenarios, which can be associated, have been defined in the option (Scenarios).
The button ‘Associate Scenarios’ could establish the scenarios on which the Continuity Plan can be activated.
When you select this option, it will appear the following screen on which you can select the scenarios associated with the Continuity Plan.
Once selected the scenario, it’s necessary to click on the button ‘Associate’, and it will be part of the Continuity Plan which are being defined.
Associated Processes
This section allows you to associate the business processes to the Continuity Plan. The processes, which can be associated, must be included in the scenarios previously associated to the Plan, and there are no business processes that are not found in the scenarios added in the previous section.
To associate a business process with the Continuity Plan, first you have to select a service from the 'Services' drop-down list and then select the desired process from the 'Processes' drop-down list. Once you have selected the process, you have to click on the 'Add' button. To delete a process from the Plan, you must select the process from the table and click on the 'Remove' button.
Objectives
This tab allows you to establish the objectives/targets to comply in case of activating the Continuity Plan.
You can establish these options:
Name: It corresponds with the description of the objective to comply in case of activation.
Description: It allows you to define what we want to achieve with the objective proposed.
Annexes: It allows you to associate additional documentation which allows the user to achieve the objective proposed.
For associating any annex to the objectives, it’s necessary to select the specific objective and click on the option ‘Associate Annex’, and selecting the appropriate document of the Document Management of GlobalSUITE.