Creating and Assigning a New Response Team

Key Steps:

1. Click on the plus sign for "New/Assign Response Team."
2. Choose to either select a previously made response team or create a new one by clicking the plus sign.
3. Enter a unique name for the new response team and save and close.
4. Add roles to the response team by clicking on "Add New Role," selecting from the dropdown menu, or creating a new role.
5. Save and close after creating each role.
6. Move to team members and add response team members from the system.
7. Select the team role as primary, alternate, or tertiary for each member.
8. Add users based on their roles and click save and close.
9. Consider adding an admin and an alternate member as examples.
10. Click save to finalise the response team creation.
11. Go back to the BIA (Business Impact Analysis) and edit the assigned response team.
12. Select the response team created, save, and close to import the new roles.

Cautionary Notes:

• Ensure that the response team name is unique to avoid naming conflicts.
• Double-check the roles and team members added to the response team for accuracy.
• Be cautious when removing team members or unassigning response teams to prevent data loss.

Tips for Efficiency:

• Utilise the dropdown menus and pre-existing options to streamline the process.
• Save periodically to avoid losing any progress made.
• Communicate with team members to ensure clarity on roles and responsibilities within the response team.

Watch a video demonstration: