Name: SOP Creating a New Plan in the System
Uploaded: 2025-07-12T10:10:03.545Z
Duration: 53 s

This article explains how to navigate, create, export, and delete plans in the system.

Key Steps:

Click on "Plans" in the sidebar.
Click on "New/All Plans" in the sidebar to view all existing plans.
To export plans to an Excel file, select the desired plans and click "Excel" to download them.
To delete plans, select them and click "Delete". Note: this action is permanent and cannot be undone.
To create a new plan, scroll to the top and click on "New Plan".
Enter the plan type (e.g., IT disaster recovery plan).
Provide a name for the plan (e.g., ITDR).
Enter a description and any other relevant details, such as a video conference link.
Select the colour scheme, business unit, department, and owner (the user responsible for the plan).
Click "Save and Close" to save and finalise the new plan.

Cautionary Notes:

Select the correct plan type to ensure the plan is properly categorised in the system.
Double-check all entered information for accuracy before saving the new plan.
Be cautious when deleting plans as this action is irreversible.

Tips for Efficiency:

Gather all required details — such as the plan type, name, description, business unit, department, and owner — before starting.
Use the export feature and other built-in tools to streamline your workflow.
Regularly review and update plans to keep them accurate and aligned with current requirements.

Creating a New Plan in the System

To effectively create a new plan in the system for business continuity, crisis management, IT disaster recovery, or any other relevant purpose.