How To Activate Plans During an Incident

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Catalyst allows you to Activate Plans at two points during an Incident. The first activation point is at the creation of the Incident, and the second is through the interface within the Incident.

Activating Plans While Creating Incidents

To active a plan during incident creation, do the following:

  1. Click Incidents in the left navigation menu
  2. Click New Incident
  3. Fill out the form
    1. Title
      1. Enter the name of this Incident.
    2. Start Time
      1. Identify the start time of the incident.
    3. End Time
      1. Identify the End time of the incident. If this is not a scheduled event, this can be entered after the incident is over
    4. Activated Plans
      1. Enter plan names here to include them in the incident. You can also activate plans later.
    5. Activated Plan Tags
      1. Enter plan tag here to include all plans with that tag in the incident. You can also activate plans via tag later.
    6. Activated Scenarios
      1. Enter Scenario(s) from recovery plan task sections here to include them in the incident. You can also activate additional scenarios later through the Incident edit screen.
    7. Email Plan Owner(s)
      1. Placing a checkmark here will email the owners of activated plans to alert them that their plan has been activated.
    8. Description
      1. Provide a description for this incident, adding more context to the title.
    9. Show on Homepage?
      1. If selected, a link to this incident will appear on the homepage for everyone who logs in.
    10. Is Exercise
      1. Select to indicate this is an exercise. This changes the icon for the incident.
    11. Situation Report Contributors
      1. Any users or groups entered here will be able to update the situation report for this incident.
    12. Viewers
      1. Any users or groups entered as Viewers can view all the information about the incident.
    13. Contributors
      1. Any users or groups entered as Contributors can update incidents for the incident.
    14. Comments
      1. Any other information can be added here.
    15. Response Description
      1. If applicable, explain the planned response to this event.
    16. Response Strengths
      1. If needed, use this space to document the strengths for this response effort.
    17. Response Improvement Opportunities
      1. If needed, use this space to document the improvement opportunities for this response effort.
    18. State
      1. Select if the Incident is Open or Closed
    19. Tags
      1. Add Tags to connect this with other modules of Catalyst
    20. Key Links
      1. Add links to other resources that are relevant to this incident.
  4. Click Create Incident

Activating Additional Plans After Incident Creation

Sometimes, once the incident has started it becomes necessary to increase the scope of the plans being activated. In that instance, you can easily activate additional plans with the following steps.

  1. Click Incidents in the left navigation menu
  2. Click the incident title to open it
  3. Scroll down to the Activated Plans section
  4. Click Activate Plans
    1. Activated Plans
      1. Enter plan names here to include them in the incident. You can also activate plans later.
    2. Activated Plan Tags
      1. Enter plan tag here to include all plans with that tag in the incident. You can also activate plans via tag later.
  5. Enter Scenario(s) from recovery plan task sections here
  6. Email Plan Owners: This is an optional checkbox field. Placing a check in the box will email plan owners and alert them that their plan has been activated.
  7. Click the “Activate” button to confirm the plans’ activation tying it to the incident and dismiss the window.
  8. Or click Cancel to dismiss the window and not activate any selected plans

 

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