Using the incident reponse plan builder  

Copying existing plans and existing planned tasks 

Incident response plans can also be built in the Incident Response Plan Builder that can be accessed by clicking the "Plan Builder" button. This allows the User to duplicate tasks that have already been set up for other plans and then edit the copied tasks to suit.

The three areas on the left hand side of the screen relate to the plans currently being built. The three areas on the right hand side of the screen are there to navigate to tasks already built that would be useful to be copied into the current plan as a basis that could be amended to fit the specific requirements of the current plan.

The left hand list box at the top of the screen contains the potentially disruptive incidents that have been identified during the risk analysis process in Module 6. The left hand middle list box contains the sequential phases to be covered in the current response plan under construction. The left hand bottom list box contains the tasks, in a logical phase and sequence order, that are required to effectively respond and recover from the selected incident. Click on the "Phases" list box  to filter the "Tasks" list box.



To copy all tasks from an existing plan into the plan you are building, navigate on the right hand side of the screen to the plan you wish to copy to the current plan being built, select that plan and click on the double white "In" arrows. This action will copy all tasks from the plan being copied except for any tasks that are already in the new plan. The tasks will be copied into your current plan and can then be edited as appropriate to meet current circumstances. Allocated duration values and task descriptions are also copied. To delete all tasks in a particular plan select that plan from the left hand list and click the double white "Out" arrows.

To copy individual tasks from a plan already built, navigate through the potential incidents and phases on the right hand side of the screen to the task you wish to copy to the current plan being built.  Select that task and click on the single white "in" arrow. The task will be copied into the current plan and can then be edited as appropriate to meet current circumstances. The copy function will add the task phase, the task name and the duration to the current plan. The task will initially be included with a sequence value of "0".  The User will need to ensure that the phase is correct to the new plan and make changes to the sequence numbers to move the tasks into the correct order. The User should then edit the task and make any necessary changes to the duration to fit the new response plan. There in no limit to the number of tasks that can be copied in this way.


Adding a new incident response plan task

Clicking the "+" button at the foot of the Task list box opens up a pop-up window that allows the User to add a new task or activity.



In the pop-up window that then appears, enter the new task or activity name, add task duration, assign a suitable phase code to the task using the Phase dropdown list box and click the "Save" button. 

The list of tasks and activities for the selected plan and selected phase will be immediately updated.  The User can amend the task details or the assigned phase code at any time using the "Edit" facility at the foot of the "Response & recovery tasks for selected incident response plan" list box.


Delete selected task 

To delete a  task or activity from the system, select that task or activity and click the delete button. The following pop-up will appear asking you to confirm this action: 



Great care should be exercised when deleting records as this action is permanent and not reversible. With the delete process, any related data may also be lost.


Edit the selected task

To edit a incident response plan task select that item in the list box and a pop-up will appear.

  

Make the required changes to the selected item and click the "Save" button.   If required the User may also edit the assigned phase and task duration data.


Managing the incident response plan phases

To make changes to the incident response plan phases whilst in the "Plan Builder", click the "Phase" button. This pop-up displays the current incident response plan phases. 



This code also acts as a sequence or priority order for the list box and for the resultant incident response plans. This list can be amended by the User. Any changes will affect all incident response plans prepared by that User or any other User if the data tables are connected by a network to different Users. To add(+), delete(-), or edit a phase use the three button located at the foot of the left hand middle list box. These phase changes will affect all incident response plans in the ORMS.


Add a new incident phase

To add a new incident response plan phase, click on the Add (+) button and in the new pop-up that appears enter a single digit alpha reference number in the first box and the name of the phase in the second box.  The alpha reference character is used to keep the phases in the correct sequence.



Check where the new incident response plan phase is required to appear in the list of phases and adjust the other alpha sequence references accordingly.


Delete the selected incident phase

To delete an incident response plan phase from the system, select that phase and click the delete button. If the phase has not already been used for existing response plans a pop-up will appear asking you to confirm this action.




If the selected phase is already in use then a pop-up will appear informing the User about this use. Great care should be exercised when deleting records as this action is permanent and not reversible. With the delete process, any related data may also be lost. It is not possible to delete the phase called "All phases" as this phase is used by the business continuity system.


Edit the selected incident phase

To edit an incident response plan phase, click on the Edit button and in the new pop-up that appears edit either the allocated single digit alpha reference number in the first box or the name of the phase in the second box. 



The alpha reference character is used to keep the phases in the correct sequence. If changing the incident phase reference character, check where the changed incident response plan phase is required to appear in the list of phases and adjust the other alpha sequence references accordingly.

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