Creating a New Plan in the System

Key Steps:

1. Click on "Plans" in the sidebar.
2. Click on "New/All Plans" in the sidebar.
3. To export plans into an Excel sheet, select the plans and click on "Excel" for download.
4. To delete plans, select them and press "Delete".
5. To create a new plan, scroll to the top and click on "New Plan".
6. Enter the plan type (e.g., IT disaster recovery plan).
7. Provide a name for the plan (e.g., ITDR).
8. Enter a description and any relevant information like a video conference link.
9. Select the colour scheme, business unit, department, and owner (user).
10. Press "Save and Close" to finalise the new plan creation.

Cautionary Notes:

• Ensure that the plan type is accurately selected to categorise the plan correctly.
• 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:

• Keep all relevant information handy before starting the plan creation process.
• Utilise the system's features for exporting plans or other functionalities to streamline tasks.
• Regularly review and update plans to ensure they reflect the current status and requirements accurately.

Watch a video demonstration: