Recovery Plan

In the main scree of this option you have the list of all the Recovery Plans generated for the treatment and recovery in the event of a crisis.

New: It allows the user to generate a new Recovery Plan.
Remove: It removes one recovery plan which has been created previously.
Download: It allows you to download the list of all the Recovery Plans which have been generated in Excel and PDF

This is the information which the table of the recovery plans show:

Name: It shows the name associated with the recovery plan.
Coordinator of the Modification: It shows the person in charge of the modification.
Modification Date: It shows the modification date of the plan
RTO Plan: It offers the RTO associated with the Recovery Plan.
Version: It shows the version of the Plan.
Status: It offers information about the current status of the recovery plan. You can select among Draft, Current or Historical

When the user clicks on the recovery plan, it accedes to the following screen on which we can define the following fields:

General Information

Plan Data

Name: It allows you to define the name associated with the Recovery Plan.
Description: It allows the user to include any additional information which it considers for defining the Recovery Plan adequately.
Code: It’s a text field which allows the user to assign a code to the recovery plan.
Coordinator Type of Establishment: Ofrece la posibilidad de insertar usuarios de manera manual o automática.
Establishment Coordinator: It allows you to define the establishment coordinator of the recovery plan.
Creation Date: You can define the creation date of the Recovery 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 recovery plan.
Modification Date: It’s possible to define the modification date of the recovery plan.
Version: It offers the possibility of establishing a version of the Recovery Plan.
Status: It allows you to define the current status of the Plan and you can select among Draft, Current or Historical.

Implementation supervisors: It allows you to determine through different levels which are the roles and supervisors in charge of managing the recovery in the event of a crisis.

These are the steps for defining the roles and coordinators of that management:

By default there are three different levels which are in charge of carrying out the management of the recovery against an incident or crisis.
For assigning specific roles, It’s necessary to select the level which corresponds and the role in charge of the recovery of the level.
Once assigned the roles, the user must proceed to associate the coordinators of the management.

These levels are established for determining the staff in charge of the recovery in the event of a crisis or serious incidents.

The order of management is established by the levels, and the first level is in charge of managing initially. In case the first level doesn’t have the availability for dealing with the recovery, the second level would be the coordinator. In case none of them are available, the third level (the last one) will manage the recovery.

It’s through this current option where it is specified how to proceed for the assignment, conditions and order to follow for the establishment of those roles and coordinators of the recovery plan.

Call Tree: This table allows the creation of a call tree associated with the Recovery Plan. The table shows hierarchically the employees who are responsible for making the communication, so that each employee have to notify those supervisor who are at a lower level than they are. Next to each employee is indicated the number of employees to be contacted, the position of the employee, their main and alternative email, as well as their telephones (all these data correspond to those people indicated in the 'Employees' option of the Management menu).

NOTE: The visibility of this table in the Recovery Plans is configurable in the option called "Business Continuity" which is located in Administration option. By default, the Call Tree table is disabled

Add Role of different level: It allows to associate the roles and employees that must notify a certain role. To do this, select a role and click on the button (to define the role that will be the first level of the call tree, select the row called 'CALL TREE' located in the first position of the table). Clicking on the option displays a pop-up window with the list of roles and employees in the organization to select the ones that correspond.
- Update employee: It allows you to add employees to a specific role. To do this, you have to select the desired role and click on the button, so that a popup window is displayed that contains the employees of that role that have not yet been added.
- Remove: It allows you to remove a role and/or an employee from the call tree. To do this, select the desired role or employee, and click on the button.
- Expand/Contract: It allows you to show or hide the call tree, respectively.

Activation Criteria: It allows the user to associate documentation which contains the activation criteria for the activation of the recovery plan. For this task, you have to click on the button ‘Attach’ and select the file. In case the user wants to remove a file, it has to select the row and click on the button ‘Remove’. Finally, if the user clicks on the button ‘Download’, GlobalSUITE offers the possibility of downloading the file.
Attached files: It allows the user to associate any documentation which has relation with the recovery plan. For this task, you have to click on the button ‘Attach’ and select the file. In case you want to remove a file, you have to select the file and click on the button ‘Remove’. Finally, if the user clicks on the button ‘Download’, GlobalSUITE offers the possibility of downloading the file. In addition to attach new files, you can associate files already saved in the Document Manager, to do so, you have to click on the 'Associate' button, a pop-up window with the Documentation Manager information will be opened.

Continuity Plans: It offers the possibility of associating different continuity plans to the recovery plan. For this the user has to select one continuity plan of the dropdown menu and clicks on the button ‘Add’. In case the user wants to remove an association, the user has to select the row and click on the button ‘Remove’.
Scenarios: Se ofrece la posibilidad de asociar diferentes escenario al plan de recuperación. Para ello se ha de seleccionar un escenario del desplegable y pulsar sobre el botón 'Añadir'. En caso de querer eliminar una asociación, se ha de seleccionar la fila deseada y pulsar sobre el botón 'Eliminar'.
Business Processes: It offers the possibility of associating different business processes to the recovery plan. For this task the user has to select a process in the dropdown menu and click on the button ‘Add’. In case you want to remove an association, it has to select the row and click on the button ‘Remove’.
RTO Plan: In this field it is possible to define the RTO of the Recovery Plan, which will be taken into account in the tasks associated with the Plan for indicating those tasks that are outside the defined time. It is recommended that the established RTO be lower than the RTO of the associated business processes in the table above, but GlobalSUITE does not enforce this situation.

Clients (Business Relations): This table allows you to associate clients with Recovery Plans. If the environment has the 'Business Relations' functionality enabled or not, the options available on the table are different. This functionality is only available for some GlobalSUITE modules.

NOTE: The visibility of this table in the Recovery Plans is configurable in the option called "Business Continuity" which is located in the Administration section. By default, the Customers table is disabled. If the environment has the 'Business Relations' functionality, the table has the following appearance:

Through the button 'Associate' GlobalSUITE allows you to add clients to the Recovery Plan. By Clicking on the button GlobalSUITE displays a pop-up window with the list of clients that are registered in the platform, allowing you to select the ones that you want to add to the Plan. The information displayed of the clients is their name, country and addresses, as well as the contacts that each customer has next to his telephone.

If the environment does not have the functionality 'Business relations’, the table is displayed like the following image:

Through the 'New' button GlobalSUITE allows to create clients in the Recovery Plan. The name, country and customer addresses can be edited directly in the table by double clicking on the corresponding column.
- Through the 'New Contact' button it is possible to create contacts of each client. To do this, you have to select a client from the table and click on the button. The name of the contact and your phone can be edited directly in the table by double clicking on the corresponding column.
- The 'Remove' button allows you to delete clients and/or contacts, you have to select the rows and clicking on the Remove button.

Assets: This table allows you to associate assets registered in the 'Inventory' option (menu 'Analysis') to the Recovery Plan. The information displayed for each asset is the name, category and the supervisor assigned.

NOTE: The visibility of this table in the Recovery Plans is configurable in the option called "Business Continuity" located in the Administration menu. By default, the Assets table is disabled.

These are the options that can be performed in the table:

Associate - List: When you Click this button GlobalSUITE displays a pop-up window that contains the list of all the assets registered in the Inventory. To associate the assets with the Recovery Plan, you have to select the desired assets through the check on the left and click on the 'Associate' button.
Associate – Dependency tree: When you Click this button GlobalSUITE displays a pop-up window that contains the asset dependency tree. The assets that appear are those that are associated with the business processes included in the Recovery Plan. To associate the assets with the Plan, you have to select the desired assets through the check to the left of the asset and click on the 'Select Assets' button. The 'Mark Dependents' button located in the window allows you to automatically select all the assets that are below the selected asset in the dependency tree.
Remove: This button allows you to delete assets from the table. To do this, select the assets that you want to delete and click on the Remove button.
View information: This option allows you to view the properties of a specific asset. To do this, you have to select an asset from the table and click on the button, with a popup window containing all the characteristics of the asset registered in the Inventory.

Report Configuration

This section allows the user to configure general aspects of the Recovery 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 Recovery 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 Recovery Plan will be generated without cover.

Index: It indicates whether to display the index in the Recovery Plan
Text Format: It allows you to select the font and the size for the text of the Recovery 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 Recovery Plan you want to be visible in the Plan. By default, when creating a Recovery 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 Recovery Plan.

Note: In the 'Preview' section of a Recovery Plan, you can view the Recovery Plan to see how these fields are displayed, as well as you can download the Plan itself.

Change control

The Change Control section allows the user to record the different modifications made to the Recovery Plan. To register a change you have to click on the 'New' button and edit the row that is generated (User, Date and Description). If you want to delete a change, you have to select the desired rows and press the 'Remove' button.

Alerts management

The Alert Management section shows the type of alerts that can be used for Recovery Plan notifications in case of activation. By default, the alerts offered by GlobalSUITE are sent by email.

Recovery Sequences and tasks

This section allows the user to establish the sequence of action of the Recovery Plan in the event of a disaster.

The upper left table establishes the different Recovery Sequences that will be part of the Recovery Plan. All the Sequences are displayed In the drop-down list that have been previously created as public, it’s `possible to add them to the Plan through the button 'Add'. If you want to generate a Recovery Sequence for the Recovery Plan, you have to click on the 'New' button.

NOTE: The Recovery Sequences generated through the 'New' button are Private Sequences for the Recovery Plan, it means that they will only be available in this Recovery Plan. If you want to generate a Recovery Sequence that can be reused for other Recovery Plans (called Public), it has to be created in the upper option called 'Recovery Sequences', accessible by accessing to the 'Recovery Plan' option. These types of Sequences, as indicated in the previous paragraph, are displayed in the drop-down list and are associated with the Recovery Plan through the 'Add' button.

In the upper right table it is possible to establish dependencies between the different Sequences. For example; a Sequence cannot be executed if the previous Sequence has not ended. To make the dependencies between Sequences, you have toselect the desired Sequence in the left table and select in the right table the Sequence where it will depend.

In the right table, once the dependency is carried out, the Recovery Sequence is displayed with all its tasks. Through the checks located on the right side of each task it is possible to indicate from which task the implementation of the dependent Recovery Sequence will start. If no task is selected, the Recovery Sequence will start once the Previous Sequence ends completely.

The table below shows the detailed list of tasks to perform, corresponding to the tasks of the Recovery Sequences added to the Recovery Plan. According to the dependencies defined between the Recovery Sequences and between tasks, the start and end periods of each task are automatically calculated.

Through the 'Show' button you can see the tasks of the Recovery Plan by Role. To do this, you have to select the 'Show - By Role' option and the view is updated displaying all the roles involved in any of the tasks. For each Role, the corresponding employees are shown with the details of the associated tasks (name of the task, sequence to which they belong, type, term, start time and end time). In case a task is associated at Role level and not at Employee level, the task will be displayed without indicating the employee name in the first column.

Sections

This option allows the user to define the sections which the Recovery Plan will have. It’s possible to perform the following options in the table:

New: It allows you to insert a new section in the table.
Remove: The user can remove an entry of the table. For this, the user has to select the row and click on the button ‘Remove’.
Move up: It allows the user to move up a section.
Move down: It allows the user to move down a section.
Associate Permissions: It allows the user to define the role or roles which will have access to this section of the recovery plan.

When you click on the button, it shows the following table on which we can define these fields:

Add: Once selected the role in the dropdown menu, it allows the user to associate the role with the section

Remove: It removes an association already created. For this task, the user has to select the row and click on the button ‘Remove’.

Edit section: It allows the user to define the contents of the section. To do this, you have to select the section that you want to modify and click on the button, after that a form is displayed which allows you to edit the content.

These are the options that GlobalSUITE allows to perform:

Save: It allows you to store all the changes performed in this section
- Back: When you click on this button, GlobalSUITE returns the user to the section list of the Continuity Plan.
- Items: It allows you to define the items which the section will contain. You can use the following ones:
  - Text: This is text fields you can add any piece of informaction you want.
  - Page orientation: It allows you to define the orientation of the section, you can select the vertical or horizontal orientation.
  - Graph: It allows to incorporate to the section different graphs existent in the platform, as it is shown in the image.
  - Page break: It allows you to insert a page break in the section.
  - Table: It allows to incorporate to the section an existing table in the platform, being able to select among different table models (Continuity, Availability, etc.). For each inserted table it is possible to configure the information to be displayed, to add filters and to order the information under different criteria.

Add: Once you have selected the desired item, you can add it to the section structure by clicking on the 'Add' button.

NOTE: You can add all items you want. The displayed items are generated in the added order. In case you want to modify the items, you have to drag them to the desired position.

Import: It allows you to import the existing items in other reports already created.
- Preview: It allows you to generate a preview of the section for checking the result of the added items.

Back: GlobalSUITE returns to the list of continuity plans.
Download: It offers the possibility of downloading the list of section in editable format (.xlsx) or in PDF.

Preview

This option allows the user to visualize the documentary composition of the Recovery Plan and its defined structure, displaying the composition of the cover, the general information and the different sections defined.

The Recovery Plan can be downloaded in editable format (.docx). The 'Copy Report' button allows you to copy the structure of the current Recovery Plan to other existing Plans in GlobalSUITE. To do this, you have to click on the button and GlobalSUITE displays a popup window that contains the list of other Recovery Plans, allowing the selection of one or more Plans. Once selected, clicking on the 'Copy' button GlobalSUITE establishes in the selected Plans the Cover, General Information and Sections of the current Recovery Plan, removing the sections, if any, of the Plans selected.