Understanding Internal Contacts

Creating Internal Contacts in Battleground

Objective

This standard operating procedure (SOP) explains how to create and manage Internal Contacts in Battleground by linking Business Impact Analyses (BIAs) and continuity plans to internal users or job titles. Follow these steps to ensure your plans always reflect accurate, up-to-date contact information.

Key Steps

1. Introduction to Internal Contacts 0:01

• Internal Contacts is a feature in Battleground launched in August 2024.

• It allows linking BIAs (Business Impact Analyses) and plans with internal contacts (users or job titles).

2. Linking a BIA 0:23

• To link a BIA, you can:

  • Insert a BIA through the 'Related BIAs' section.

  • Click the 'Link' option to select a BIA (e.g., Control Room BIA).

3. Automatic Linking of Contacts 0:38

• Linking a BIA will automatically include:

  • Plan Response Teams

  • External Contacts (Service Providers)

  • Internal Contacts associated with the BIA.

4. Adding Dependencies 1:05

• Within the Control Room BIA, add dependencies:

  • Select a person (e.g., Craig Pixel).

  • Select a job title (e.g., Angular Developer).

5. Refreshing the Plan 1:36

• After adding dependencies, refresh the plan to see updates:

  • Craig Pixel will appear due to his person dependency.

  • The Angular Developer will appear due to the job title dependency.

6. Syncing Internal Contacts 2:08

• Changes made in the BIA will reflect in the plan.

• Use the Battleground sync function to update internal dependencies and contacts across all linked plans.

7. Accessing Internal Contacts in Plans 2:47

• Navigate to a specific plan (e.g., BCP plan).

• Click the ℹ (information) icon at the top of the plan to open the Internal Contacts panel.

8. Actioning Internal Contacts 3:09

• Internal contacts can be actioned directly within the plan.

Cautionary Notes

• Double-check that all person and job-title dependencies are accurately entered in the BIA before linking, as missing entries will result in those contacts not appearing in the plan.

• Regularly update BIAs to reflect any changes in personnel or job titles.

Tips for Efficiency

• Use the 'Link' feature to quickly associate multiple contacts at once.

• Regularly use Battleground's sync function to ensure all plans reflect the latest BIA dependencies and contact information.

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