As an administrator on the Human Risks platform, you are able to set up different configuration settings related to BCP module.
Set up Predefined Roles
When creating new Roles, you have the option to choose a Role Name from a predefined list of roles available on your platform. The admin user has the ability to create templates for the role names on the Organization module.
To create a predefined role, follow the steps below:
Go to your platform.
Click into the Organization module.
Scroll down to Predefined Roles
Click on Create +
Write a Title
Click Save
If you want to remove the predefined role, click on the symbol from the right.
Set up Plan Templates
Inside the Organization page, you also have the option to configure plan templates that can be later used on your BCP. When creating new plan template, you have multiple options to customize the plan, such as its type of plan or its RTO (Recovery Time Objective).
To create a predefined plan, follow the steps below:
Go to your platform.
Click into the Organization module.
Scroll down to Plan templates
Click on Create +
Write a title for the plan.
Select a type of plan from the dropdown list.
Write a description.
Select a unit category and a unit type.
Choose an RTO.
Select a risk category and type.
Choose a predefined role or create a new one.
Click Save Template once done.
If you want to remove or edit the plan template, click on the respective symbol from the right.
Set up Contacts
Under the Contacts section in a BCP, users can add the relevant contacts. One option available here is "Suggested Contacts", which will provide the user with a list of suggested contacts. These suggested contacts can be customized by the admin user within the Organization Module.
To create a new contact(s), follow the steps below:
Go to your platform.
Click into the Organization module.
Scroll down to Contacts
Click on Create Contacts. Alternatively, you can import contacts using the Import button.
5. Write the Name of your contact
6. Add its email
7. Write the phone number(s) of your contact
8. Add its title
9. Leave a comment if relevant
On the right side, you have the option to view all the information related to the contact. Additionally, if you want to remove or edit one of the contacts, click on the respective button.
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