Prerequisites

• Access to the RD/CN Plan menu (RI425).
• Previously registered context.
• Business unit previously registered.

Introduction

In SoftExpert Risk, it is possible to create disaster recovery (DR) and business continuity (BC) plans. These plans are part of an organization's risk management, aiming to ensure the resilience and rapid recovery of operations after an unexpected disruption, such as a natural disaster, system failure, cyberattack, or other serious incident. 

This article will show you how to create a RD/CN plan.

Create RD/CN plan

1. Access the RD/CN Plan menu (RI425).

2. Click Create and select the context type.

3. Fill in the required fields: enter a name and an identifier, or click the arrow next to the field to generate an automatic identifier. 

4. The Context field is populated by the system with what was previously selected, but it can be changed.

5. Select the scope that will be covered by the plan: Disaster recovery or Business continuity.

6. Identify the person responsible for the plan and the business unit to which the plan being created belongs.

7. In the Advanced Options tab, the settings for revalidating the plan being registered are established. This option will only be available if the context has been configured with the revalidation option.

8. It is also possible to configure the test that will be run later. Enable the corresponding option and fill in the Test Plan and Responsible Person fields.

9. Save the record.

Include test case

1. After saving the initial plan configuration, if you have enabled testing, the Plan Test option will be displayed. Access it to add test cases.

2. Click on and then on Test Case.

3. State the name, objective, and, if applicable, the preconditions of the test case.

4. Click Save and Exit.

5. Click again on and then on Step.

6. Describe the actions for each step and, if desired, the expected results.

7. After registering all the desired test cases and steps, click Save and Exit.

8. You can specify as many test cases as needed. When finished, click Save.

Include a recovery strategy

1. After saving, the Recovery Strategy option will appear in the top toolbar. Access it to include the strategies that will be used. 

2. Click on .

3. Fill in the Identifier and Name fields.

4. Select the scope of the strategy: Asset, Process, or Other.

5. In Automation, define whether or not to enable automation. If enabled, you will need to select the process or action plan template.

6. Fill in the remaining optional fields: Procedure description, Document, and Strategy description.

7. Click Save and Exit.

8. The included recovery strategy will be displayed in the list. Click Save and Exit to complete the plan registration.

9. The registered RD/CN plan will be displayed in the menu's record list. If desired, you can click on:

	This button allows you to view and edit plan details.
	This button allows you to activate or deactivate the plan.
	This button allows you to delete the plan.

Conclusion

With the plan properly created, the next step is to run the RD/CN test.