Upload/Download your BCDR Plan

Upload Plan:

To upload your BCDR Plan, click the Upload button at the bottom-right of the box:

This will open a new window to the side, where you can attach your document and enter some relevant details:

Next, use the drop-down arrows in the Details section to add the following details;

• Author: name of the person who wrote the BCDR Plan. 
• Reviewed By: the date the BCDR Plan was last reviewed
• Approved By: name of the person who approved the BCDR Plan for use
• Date: the date that you are uploading the BCDR Plan
• Revision: the current version of the BCDR Plan

After entering those details, click Save.

And that's it! You have uploaded your BCDR Plan.

Download Plan:

To download your BCDR Plan, click the three dots at the bottom-right, then click Download BCDR Plan. 

Your Plan should now be available on your device.

Update Plan

To update your BCDR Plan, click the Update button at the bottom of the Plan box:

This will open a new window to the side, where you can attach your updated Plan and enter some relevant details:

Next, use the drop-down arrows in the Details section to add the following details;

• Author: name of the person who wrote the BCDR Plan. 
• Reviewed By: the date the BCDR Plan was last reviewed
• Approved By: name of the person who approved the BCDR Plan for use
• Date: the date that you are uploading the BCDR Plan
• Revision: the current version of the BCDR Plan

After entering those details, click Save.

And that's it! You have updated your BCDR Plan.

Perform a BCDR Test

To make it easier for you, we provide a pre-written BCDR Test (combining a Test Recovery Drill & Business Continuity & Disaster Recovery (BCDR) Plan review), ready for you to use.

STEP 1: Go to BCDR Tests:

To do so, go to the BDCR Tests section at the bottom of the module window, and click on the Perform BDCR Test button:

STEP 2: Complete the Questions:

This will open a new window, displaying the first section of your BCDR Test:

• To perform the BCDR Test you will need to answer all of the questions in all sections of the Test.
• Read through each question carefully and perform any actions/checks required to answer the question.

You can keep track of your progress by viewing the pane at the right-hand side of the BCDR Test window. Blue circles containing a number indicate that a section has not been started yet. If you are currently completing or have completed a section fully, there will be a green tick displayed next to it. If you have moved past that section without completing all the questions, there will be an orange tick displayed next to it.

STEP 3: Finish and Save:

Once you reach the final section of your BCDR Test, you will need to schedule your next one, plan any actions that now need to be completed, define any other business, and disclose your closing remarks.

Afterwards, click Complete.

This will take you to the final window, where you can see your completed BCDR Test:

And that's it! You have completed your BCDR Test.

Edit your BCDR Test

You can customise your BCDR Test by modifying the questions, adding in your own questions, editing or deleting questions.

Edit a Question:

To edit a question in the BCDR Test, click the pencil icon to the right of it:

This will open a new window where you can modify the question. Remember to click Save afterwards to keep your changes!

Add a Question:

To add a question to the BCDR Test, click the Add Question button near the top of the window:

This will open a new window where you can create your question. Remember to click Save afterwards to maintain your changes!

Delete a Question:

To delete a question from your BCRD Test, click the bin icon next to the question you would like to remove. 

Upload an SOP

To upload a Standard Operating Procedure (SOP), navigate to the SOPs tab, and click on the Upload an SOP box:

This will open a new window where you can attach your Standard Operating Procedure and enter some relevant details:

Next, use the drop-down arrows in the Details section to add the following details;

• SOP Name: the name of your Standard Operating Procedure.This should be descriptive of the scenario the SOP is applicable for.
• Status: whether the Standard Operating Procedure has been approved for use or not
• Approved By: name of the person who approved the Standard Operating Procedure 
• Revision: the current version of the Standard Operating Procedure
• Last Reviewed: the date of when the Standard Operating Procedure was last reviewed

After entering those details, click Save.

And that's it! You have uploaded your Standard Operating Procedure.

Delete an SOP

To delete a Standard Operating Procedure, click the three dots next tot he SOP, then click Delete:

Print an SOP

To print a Standard Operating Procedure, click the three dots next to the SOP, then click Print:

This will trigger a file download either in a new browser tab, or as a file download (depending on your browser settings).