Recovery Plan

On the main screen of the option, the list of all Recovery Plans generated for treatment and recovery in a crisis situation is available.

New: Allows generating a new Recovery Plan.
Delete: Allows deleting one that has been previously created.
Download: Allows downloading the list of all Recovery Plans that have been generated, both in Excel and PDF format.

The information displayed in the recovery plans table is as follows:

Name: Displays the name associated with the recovery plan.
Modification Responsible: Displays the person responsible for modifying the plan.
Modification Date: Displays the modification date of the Plan.
RTO Plan: Provides the RTO associated with the recovery plan.
Version: Displays the version of the Plan.
Status: Provides information about the validity status of the recovery plan, which can be Draft, Active, or Historical.

By clicking on a recovery plan, you access the following screen, where the following fields can be defined:

General Information

Plan Data

Name: Allows defining the name associated with the Recovery Plan.
Description: Allows including any type of information deemed necessary for an adequate definition of the Recovery Plan.
Code: Text field that allows the user to assign a code to the recovery plan.
Type of Creation Responsible: Offers the possibility to insert users manually or automatically.
Creation Responsible: Allows defining the person responsible for the definition of the recovery plan.
Creation Date: Allows defining the creation date of the recovery plan.
Type of Modification Responsible: Offers the possibility to insert users manually or automatically.
Modification Responsible: Allows defining the person responsible for modifying the recovery plan.
Modification Date: Allows defining the modification date of the recovery plan.
Version: Offers the possibility to establish versioning for the Recovery Plan.
Status: Allows defining the validity status of the Plan, which can be Draft, Active, or Historical.

NOTE: By selecting the 'Historical' status, the data of the Recovery Plan will be stored without the possibility of modifying its data.

Execution Responsible: Allows determining, through different levels, the roles and individuals responsible for managing recovery in a crisis.

The steps to follow for defining the roles and individuals responsible for such management are as follows:

By default, three different levels are established to manage recovery in the event of an incident or crisis.
To assign a specific role to each level, it is necessary to select the corresponding level and choose the role responsible for recovery at that level from the dropdown.
Once the role is assigned, it must be selected and associated with the individuals responsible for such management.

These levels are established to determine the personnel responsible for managing recovery in crisis or severe incident situations.

The management order is established by the levels, with Level 1 initially responsible. If Level 1 is unavailable to handle recovery, Level 2 will take over. If neither is available, the third and final level will manage the recovery.

This option specifies how to proceed with the assignment, conditions, and order to follow for establishing the roles and individuals responsible for the recovery plan.

Call Tree: This table allows creating a call tree associated with the Recovery Plan. The table displays the employees responsible for communication hierarchically, so each employee must notify the individuals at a lower level. Alongside each employee, the number of employees to contact, the employee's position, their primary and alternate email, and their phone numbers are indicated (all this data corresponds to the information provided 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" located in the 'Settings' section. By default, the Call Tree table is disabled.

Add Role Different Level: Allows associating roles and employees that a specific role must notify. To do this, a role must be selected, and the button must be clicked (to define the role that will be the first level of the call tree, the row named 'CALL TREE' located in the first position of the table must be selected). When the option is clicked, a pop-up window appears with the list of roles and employees in the organization to select the appropriate ones.
Update Employees: Allows adding employees to a specific role. To do this, the desired role must be selected, and the button must be clicked, displaying a pop-up window containing the employees of that role who have not yet been added.
Delete: Allows deleting a role and/or an employee from the call tree. To do this, the desired role or employee must be selected, and the button must be clicked.
Expand/Collapse: Allows showing or hiding the call tree, respectively.

Activation Criteria: Allows associating documentation containing the activation criteria of the recovery plan. To do this, the 'Attach' button must be clicked, and the desired file must be selected. If a file needs to be deleted, the desired row must be selected, and the 'Delete' button must be clicked. Finally, by clicking the 'Download' button, the tool offers the possibility to download the file.
Attachments: Allows associating any documentation related to the recovery plan. To do this, the 'Attach' button must be clicked, and the desired file must be selected. If a file needs to be deleted, the desired row must be selected, and the 'Delete' button must be clicked. Finally, by clicking the 'Download' button, the tool offers the possibility to download the file. In addition to attaching new files, files saved in the Document Manager can be associated. To do this, the 'Associate' button must be clicked, opening a pop-up window with the documentation from the Document Manager.

Continuity Plans: The possibility of associating different continuity plans to the recovery plan is offered. To do this, a continuity plan must be selected from the dropdown and the 'Add' button must be clicked. If an association needs to be deleted, the desired row must be selected, and the 'Delete' button must be clicked.
Scenarios: The possibility of associating different scenarios to the recovery plan is offered. To do this, a scenario must be selected from the dropdown and the 'Add' button must be clicked. If an association needs to be deleted, the desired row must be selected, and the 'Delete' button must be clicked.
Business Processes: The possibility of associating different business processes to the recovery plan is offered. To do this, a process must be selected from the dropdown and the 'Add' button must be clicked. If an association needs to be deleted, the desired row must be selected, and the 'Delete' button must be clicked.
RTO Plan: This field allows defining the RTO of the Recovery Plan, which will be considered in the tasks associated with the Plan to indicate which tasks are outside the defined time. It is recommended that the established RTO be less than the RTO of the business processes associated in the previous table, but the tool does not enforce this.
Clients (Business Relationships): This table allows associating clients to the Recovery Plans. Depending on whether the environment has the 'Business Relationships' functionality enabled or not, the available options 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" located in the 'Settings' section. By default, the Clients table is disabled.

If the environment has the 'Business Relationships' functionality, the table appears as follows:

Through the 'Associate' button, clients can be added to the Recovery Plan. By clicking the button, a pop-up window appears with the list of clients registered in the tool, allowing the selection of those to be added to the Plan. The information displayed about the clients includes their name, country, addresses, and the contacts each client has along with their phone numbers.

If the environment does not have the 'Business Relationships' functionality, the table appears as follows:

Through the 'New' button, clients can be created in the Recovery Plan. The client's name, country, and addresses can be edited directly in the table by double-clicking on the corresponding column.
Through the 'New Contact' button, contacts for each client can be created. To do this, a client must be selected from the table, and the button must be clicked. The contact's name and phone number can be edited directly in the table by double-clicking on the corresponding column.
The 'Delete' button allows deleting the desired clients and/or contacts by selecting the corresponding rows and clicking the button.

Assets: This table allows associating assets registered in the 'Inventory' option (menu 'Analysis') to the Recovery Plan. The information displayed for each asset includes its name, category, and assigned responsible.

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

The options that can be performed in this table are as follows:

Associate - List: By clicking this button, a pop-up window appears containing the list of all assets registered in the Inventory. To associate the assets with the Recovery Plan, the desired assets must be selected through the checkbox on the left and the 'Associate' button must be clicked.
Associate - Dependency Tree: By clicking this button, a pop-up window appears containing the asset dependency tree. The assets displayed are those associated with the business processes included in the Recovery Plan. To associate the assets with the Plan, the desired assets must be selected through the checkbox on the left of the asset and the 'Select Assets' button must be clicked. The 'Mark Dependents' button located in the window allows automatically selecting all assets below the selected asset in the dependency tree.
Delete: This button allows deleting assets from the table. To do this, the assets to be deleted must be selected, and the button must be clicked.
View Information: This option allows viewing the properties of a specific asset. To do this, an asset must be selected from the table, and the button must be clicked, displaying a pop-up 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, font type, or general information to be displayed.

Cover Page: Allows indicating whether a cover page should be configured for the Recovery Plan. If the checkbox is marked, a text editor is enabled, allowing the configuration of the cover page (including both text and images). If the field is not enabled, the Recovery Plan will be generated without a cover page.
Index: Allows indicating whether the index should be displayed in the Recovery Plan.
Text Format: Allows selecting the desired font type and size for the text of the Recovery Plan.
Title 1: Allows selecting the desired font type and size for level 1 titles of the Recovery Plan.
Title 2: Allows selecting the desired font type and size for level 2 titles of the Recovery Plan.
Title 3: Allows selecting the desired font type and size for level 3 titles of the Recovery Plan.

Note: Titles 1, 2, and 3 are set in the text editors through the 'H1', 'H2', and 'H3' buttons available in them.

General Information Fields: This table allows indicating which general information fields of the Recovery Plan should be visible in the Plan. By default, when creating a Recovery Plan, all fields are included, but through the 'Include Fields' button, it is possible to select which fields to include (by selecting them in the pop-up window that appears). The 'Move Up' and 'Move Down' buttons allow setting the desired order for the fields to be displayed in the Recovery Plan.

Note: In the 'Preview' section of a Recovery Plan, it is possible to view the Recovery Plan to check how these fields are displayed, as well as download the Plan itself.

Change Control

The Change Control section allows the user to record the different modifications made to the Recovery Plan. To record a change, the 'New' button must be clicked, and the generated row (User, Date, and Description) must be edited. If a change needs to be deleted, the desired rows must be selected, and the 'Delete' button must be clicked.

Alert Management

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

Recovery Sequences and Tasks

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

In the upper left table, the different Recovery Sequences that will be part of the Recovery Plan are established. The dropdown list shows all the Sequences that have been previously created as public, which can be added to the Plan through the 'Add' button. If a Recovery Sequence needs to be generated for the Recovery Plan, the 'New' button must be clicked.

NOTE: Recovery Sequences generated through the 'New' button are private to the Recovery Plan; that is, they will only be available in this Recovery Plan. If a Recovery Sequence needs to be generated that can be reused for other Recovery Plans (called Public), it must be created in the upper option called 'Recovery Sequences,' accessible by entering the 'Recovery Plan' option. This type of Sequences, as indicated in the previous paragraph, appears in the dropdown list and is associated with the Recovery Plan through the 'Add' button.

In the upper right table, dependencies between the different Sequences can be established, meaning that a Sequence cannot be executed if the previous Sequence has not been completed. To create dependencies between Sequences, the desired Sequence must be selected in the left table, and the Sequence it will depend on must be selected in the right table.

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

In the lower table, the detailed list of tasks to be performed is displayed, corresponding to the tasks of the Recovery Sequences added to the Recovery Plan. Based on the dependencies defined between the Recovery Sequences and tasks, the start and end times of each task are automatically calculated.

Through the 'Show' button, the tasks of the Recovery Plan can be viewed by Role. To do this, selecting the 'Show - By Role' option updates the table view, showing all roles involved in any of the tasks. For each Role, the corresponding employees are displayed with the details of the associated tasks (task name, sequence they belong to, type, deadline, start time, and end time). If a task is associated at the Role level and not at the Employee level, the task will appear without indicating the employee's name in the first column.

Sections

The sections option allows the user to define the parts that will compose the Recovery Plan, being able to perform the following options within the table.

New: Allows inserting a new section into the table.
Delete: Offers the possibility to delete an entry from the table. To do this, the desired row must be selected and the 'Delete' button pressed.
Move Up: Allows positioning the selected section to a higher position.
Move Down: Allows positioning the selected section to a lower position.
Assign Permissions: Allows the user to define the role(s) that will have access to this section of the recovery plan.

By clicking on the button, the following screen is displayed where the following milestones can be defined:

Add: Once the desired role is selected in the dropdown, it allows associating it with the section.
Delete: Allows deleting an existing association. To do this, the desired row must be selected and the 'Delete' button pressed.
Edit Section: Allows the user to define the content of the section. To do this, the section to be modified must be selected and the button pressed, displaying a form that allows editing the content.

The options provided by the tool are as follows:

Save: Allows saving all the modifications made to the section.
Back: By clicking on the button, the tool returns the user to the list of sections of the Recovery Plan.
Elements: Allows defining which elements the section will contain, being able to use the following:
Text: Free text field where the user can incorporate the desired information.
Page Orientation: Allows defining the orientation in which the section will be created, being able to choose between Vertical or Horizontal.
Chart: Allows incorporating different charts existing on the platform into the section, as shown in the image.

Page Break: Allows inserting a page break in the section.
Table: Allows incorporating an existing table from the platform into the section, being able to choose between different table models (Continuity, Availability, etc.). For each inserted table, it is possible to configure the information to be displayed, add filters, and sort the information under different criteria.

Add: Once the desired element is selected, it allows adding it to the section structure by clicking on the 'Add' button.

NOTE: As many elements as desired can be incorporated. The displayed elements are generated in the order they are added. To modify the order of the elements, they must be dragged to the desired position.

Import: Allows importing existing elements from other already constructed reports.
Preview: Allows generating a preview of the section to check the result according to the added elements.
Back: By clicking on the button, the list of defined continuity plans is displayed.
Download: Offers the possibility to download the list of sections 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, showing the composition of the cover, general information, and the different defined sections.

The Recovery Plan can be downloaded in editable format (.docx).

Through the 'Copy Report' button, it is possible to copy the structure of the current Recovery Plan into other existing Plans in the tool. To do this, by clicking the button, a pop-up window is displayed containing the list of other Recovery Plans, allowing the selection of one or more Plans. Once selected, by clicking on the 'Copy' button, the Cover, General Information, and Sections of the current Recovery Plan are established in the selected Plans, removing the sections, if any, from the selected Plans.