Creating and Assigning a New Response Team

Key Steps:

1. Click the + (plus) button next to New/Assign Response Team.
2. Select an existing response team from the list, or create a new one by clicking the + (plus) button.
3. Enter a unique name for the new response team, then click Save and Close.
4. Add roles to the response team by clicking Add New Role and selecting an option from the dropdown menu, or by creating a new role.
5. Click Save and Close after creating each role.
6. Navigate to the Team Members section and add members from the system.
7. For each member, assign a team role: Primary, Alternate, or Tertiary.
8. Add users according to their assigned roles, then click Save and Close.
9. For example, you may add an Admin and an Alternate member to cover key coverage roles.
10. Click Save to finalize the response team.
11. Return to the BIA (Business Impact Analysis) module and open the assigned response team for editing.
12. Select the response team you created, then click Save and Close to import the new roles into the BIA.

Cautionary Notes:

• Use a unique name for each response team to avoid naming conflicts in the system.
• Double-check the roles and team members added to the response team for accuracy.
• Exercise caution when removing team members or unassigning response teams, as these actions may result in data loss that cannot be undone.

Tips for Efficiency:

• Use the dropdown menus and pre-existing options whenever possible to streamline the setup process.
• Save your work frequently to avoid losing progress.
• Communicate with your team to align on roles and responsibilities before finalizing the response team.

Video Demonstration