Creating a Response Team in Plans

How do you create and assign a response team to a plan?

To create and assign a response team to a plan, navigate to the required plan, create a new response team under the Response Team tab, add roles and members, then assign the team back to the plan and save. The full steps are listed below.

Key steps

1. Navigate to the required plan and select the "Response Team" tab.
2. Click on the "New/Assign Response Team" button to create a new response team.
3. Name the response team (e.g., ITDR Response Team) and click on "Save and Close".
4. Add a response team role (e.g., Warden) by selecting the role and assigning team members as primary, alternate, or tertiary.
5. Save the role assignments and go back to the main plans section.
6. Locate the plan, select the newly created response team, and click Save and Close to assign it to the plan.

Cautionary Notes:

• Make sure team members assigned to roles have received appropriate training and have a clear understanding of their responsibilities within the plan
• Verify role assignments carefully to avoid confusion or errors during an active crisis or business continuity response scenario

Tips for Efficiency:

• Utilise descriptive names for response teams and roles to easily identify them within the plan.
• Regularly review and update the response team assignments to reflect any changes in personnel or responsibilities.

Watch a video demonstration