How to add a new BCP record for a planned scenario or a live incident.

Applies to: users who can create BCP records (for example bcp_admin or bcp_manager). Module: BCP.

Adding the Record #

1. Select BCP in the left-hand menu.
2. Click the + icon at the top right.

The New BCP form opens. The Reference is given automatically when you save, and Active is ticked by default.

Completing the Details #

1. Choose the Type: Scenario for something you are planning for, or Incident for something that has happened. Type is required.
2. Choose a Priority.
3. In Divisions Responsible, tick the division that owns the plan (for example Operations). Click a division name to open the levels below it, and untick Company if it was added by default.
4. In Divisions Impacted, tick every division that would be affected.
5. Check the Owners (you are added by default) and pick an Initial Contact and Final Contact if your process uses them.
6. Enter a Summary (required) and Details.

Impacts and Timescale #

1. Scroll down and tick each Impact that applies (for example People, Premises, Customers). Use the search box to find one quickly.
2. Choose the Timescale within which the business must recover.
3. For a scenario, describe the Potential Impacts (Scenario). For an incident, record the Root Cause (Incident).
4. Optionally note the Customer Journey Aspects Impacted and Validation and RCA.

Saving #

Click Save at the top right. The record gets its reference and opens on the Overview tab, where you can go on to link resources or add attachments.

Note: If you save without a required field (marked with a red asterisk), a “Validation failure” message appears and the field is marked with a warning triangle.

Related Articles #

• BCP Overview
• Linking Resources to a BCP
• Adding an Attachment
• Editing a Record