Document Section Overview


The document sections are divided up in to groups based on how they function, those groups are:

  • Page Structure/Free Form Content
  • Plan Content
  • IT Information
  • Business Impact Analysis
  • Exercise

The following is the description of each document section organized by the groups they appear in.

Page Structure/ Free Form Content

Cover Sheet

This section automatically puts the Plan Title, Description, Owners, Contributors, Last Updated, Last Approved, Status, and Exercise Status into the plan.

Table of Contents

This section creates an automatic table of contents for the plan. The sections are created from the plan structure document tree. The number used for the Display levels sets how detailed the table of contents is displayed. -1 is the default setting and shows all items, 1 shows the first level of nested items, 2 shows the first two levels of nested items, and so on.

Rich Text

This section allows you to add static text to a plan using a text area that allows you to format the message with rich text – similiar to a word processor or rich text email. This section can be used for an introduction, universal contact information, or standard initiation steps.

Shared Documents

When you are going to have multiple plans that are going to have the same static text, you can use the Rich Text section above in each plan, but then, if any of the information has to change, each plan has to be updated. Instead, create a shared document and use this section to display that content. Then when the content needs edited, you can edit the shared document and the data will change across all plans.


If you have custom forms, building maps, or call trees that you want to include in the recovery plan, you can insert an attachment section and upload the documents here.

Plan Content


This is a dynamic content section. Give the section a title, and enter any text that you would like in the content box. After saving, the section will appear with a button that says Add Role. Here, you can spell out the recovery roles needed to activate the plan, and designate who will serve as the Primary and Alternate Members for each role.

Team Contacts

This is a special section that reads the primary and alternate member names from the team section and displays these persons contact information.

Team Contacts Map

This section creates a map of all internal contacts home and work locations to quickly help identify employees that may be affected by a regional incident.

External Contacts

This section can be used to add all external contacts needed during the exercising of this plan. This can contain vendor contact information, local, state, and federal government officials, media contacts, or any other contacts not included in the internal contacts list.


This is a dynamic content section. Give the section a title, and enter any text that you would like in the content box. After saving, the section will appear with a button that says Add Task. Give each task a title, description of the task, and assign the role of the person responsible. This role is not tied to the Team section, so it is possible to list a different role or individual’s name here if needed. You can also set milestone tasks versus regular tasks.

Additional Task Options Through Task Scheduling Feature

If you have activated the Task Scheduling Feature, the additional textbox Scenarios will appear on the form. Enter the scenario or scenarios that this task section is designed to address.

The individual task forms will also include the additional fields of Timing and Duration. Timing can be set to the following:

    • Start Immediately (available only for first task in section)
    • Start After Previous (available on when not the first task in section)
    • Start at Incident Start + X minutes (this displays an additional field X Minutes after Incident Start enter how many minutes after the start of the incident that this should start.)
    • Start After Other Task (this has you select the “other task” by first selecting the plan, recovery section, and then task so that you can schedule an item in Plan X to start when task in Plan Y has been completed)

The Duration field allows you to set, in minutes, how long the task should take to complete.

IT Information

IT Infrastructure

This section collects the IT Infrastructure information for all IT Infrastructure listed as a dependency in the Recovery Plan properties.

Application Configuration

This section collects the Application information for all Applications listed as a dependency in the Recovery Plan properties. This section is useful for anyone looking to create an Application Impact Analysis. The section allows you to display Application information, infrastructure, upstream, and downstream dependencies. You will be able to display and hide sections as well as add and remove fields to display. The image below shows the form when applications have been added to plan or document. If you do not have any plans added in the properties screen, the fields lists will not be visible.

Risk Analysis


This section allows you to display all risks that are associated with the plan based on included applications, departments, locations, and IT infrastructure. You can also create new risks to the plan that have not been recorded in other sections or modules.

Risk Definitions

This is a static section that provides a breakdown of the risk ratings and what they mean to aide in setting the risk values.


The actions section allows you to record various action items found while activating the plan to help improve the plan. There are four actions types: Corrective Action, Risk Treatment, Improvement Opportunity, and Other. You can assign an owner that is responsible for updating the plan to correct the action item, as well as provide details to the problem, when it was identified and when it was corrected.

BIA Analysis

Recovery Times

This section displays each activity and its requested RTO in the BIAs for each department linked to the plan.

Recovery Resources

This section displays each recovery resource listed in the BIAs for each department linked to the plan.

Recovery Staffing

This section displays each recovery staffing item listed in the BIAs for each department linked to the plan.


This section provides a detailed breakdown of the dependency items tied to the BIAs linked to this plan. The items covered in this section are Activities, Application Dependencies, Facility Dependencies, Supplier Dependencies, Department Dependencies, and Other Dependencies.

Application Dependency

This section displays the application dependencies listed in the BIAs for each department linked to the plan.

Location Activities

This section displays all the activities performed at the locations tied to the plan.


This section displays the individual item insights dashboard for departments, locations, applications, IT infrastructure, and Products and Services that are tied to the plan. This section is customizable and allows you to select what items to display insights for, as well as the information that should be displayed, ie. info and rating, dependency diagram, items depended on, and items that depend on the item.


Exercise Scope

This section is primarily used for exercises. It allows you to enter all of the plans that are to be exercised along with their activities, Actual RTO, and Actual RPO.

Pre-Test Objectives

This is a specialized task section for exercises. This section allows you to set the goals and objectives for the exercise.

Post Test Objectives

This is a specialized task section that collects the pre-test objectives and allows you to record the exercise results and if the objectives were met or not.

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