L Drps User Guide

LDRPS User Guide
Version 10.3
Last updated:
Wednesday, March 26, 2008 9:52 am
Copyright 2008 Strohl Systems Group, Inc. All Rights Reserved.

This manual, as well as the software described in it, is furnished under license and may only be used
or copied in accordance with terms of such license. Companies, names, and data used in examples
herein are fictitious unless otherwise noted.
Except as permitted by such license, no part of this book may be reproduced, stored in a retrieval
system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise,
without the prior written permission of Strohl Systems Group, Incorporated.
LDRPS is a registered trademark of Strohl Systems Group, Inc. Strohl Systems, the Strohl Systems
logo, Incident Manager, The Living Disaster Recovery Planning System, LDRPS DR-EZ, LDRPS MultiLevel PLUS, the LDRPS logo, BIA Professional, Business Impact Analysis Professional, the BIA
Professional logo, PLANet, and the PLANet logo are trademarks of Strohl Systems Group, Inc.
LDRPS,LDRPSOnDemand,andPLANetcoveredbyU.S.PatentNo.6,754,674.
Microsoft is a registered trademark and Windows is a trademark of Microsoft Corp. Crystal Reports
and Crystal Reports Professional are trademarks of Business Objects. All other brand or product
names are trademarks or registered trademarks of their respective holders.
Strohl Systems Group, Inc., 631 Park Avenue, King of Prussia, PA 19406, USA
Printed in the USA.
Reference Number: A02-10-31
Table of contents
Update Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Usingthisbook .................................... 13
Specialsymbols ............................... 13
UsingtheGlossary ............................ 14
UsingtheIndex ............................... 14
Otherdocumentation ............................... 14
TheLDRPSInstallationGuide .................. 14
TheLDRPSAdministratorGuide................ 15
CrystalReportsonlineHelp .................... 15
Gettingfurtherassistance ........................... 15
Systemrequirements ............................... 16
Chapter 1.
Getting started . . . . . . . . . . . . . . . . . . . . . 17
StartingLDRPS.................................... 17
LoggingontoLDRPS............................... 18
VariationsintheLDRPSinterface.................... 20
TheLDRPShomepage ............................. 20
LDRPSscreenlayout ............................... 21
Thenavigationpane ........................... 22
LDRPSrecordsdatasheet....................... 24
Recorddetailpanes............................ 24
LDRPStoolbars .................................... 25
TheLDRPSmaintoolbar....................... 26
TheLDRPSdetailstoolbar ...................... 27
Thesearchandfiltertoolbar.................... 28
Thebrowsetoolbar ............................ 29
UsingLDRPSHelp ................................. 29
AccessingLDRPSHelp ........................ 30
LDRPS User Guide
FindinginformationinLDRPSHelp............. 30
LoggingoffofLDRPS .............................. 31
Chapter 2.
Working with records. . . . . . . . . . . . . . . . 33

Locatingrecords................................... 33
Sortingrecords................................ 34
Browsingforarecord .......................... 34
Searchingforarecord.......................... 35
Usingviewfilters ............................. 37
UnderstandingLDRPSfieldtypes .................... 39
Requiredversusnonrequiredfields............. 39
Textboxes.................................... 40
Checkboxes................................... 41
Picklists ...................................... 41
Browse(Pickfromtable)fields .................. 41
Datefields.................................... 42
Radiobuttons................................. 43
Memofields.................................. 43
AddImagebuttons ............................ 43
Addingarecord ................................... 44
Editingarecord.................................... 45
Deletingarecord................................... 45
Makingacopyofarecord ........................... 46
Verifyingspellinginarecord ........................ 46
Assigningitemstoandunassigningitems
fromarecord ...................................... 48
Understandingrelatedrecords ....................... 49
RelatedRecordsexamples ...................... 49
Example1:Outsourcingabusinessprocess..... 50
Example2:Upgradingequipment............. 50
Example3:Refiningemployeeattributes ....... 50
AccessingtheRelatedRecordswindow............... 51
RelatedRecordswindowlayout ..................... 51
Baserecorddetailspane........................ 52
RelatedRecordsnavigationpane ................ 53
RelatedRecordsdatasheet ...................... 53
RelatedRecordsdetailspane.................... 53
TheRelatedRecordstoolbars........................ 53
Table of contents
Thebaserecorddetailstoolbar ............... 54
TheRelatedRecordsdetailstoolbar ........... 55
UsingRelatedRecordstoresolverecordrelationships .. 55
Chapter 3.
Using a Navigator. . . . . . . . . . . . . . . . . . . 59
TheLDRPSNavigatorshomepage................... 59
TheLDRPSNavigatortoolbar ....................... 60
ScreensinanLDRPSNavigator ...................... 61
Navigatorscreens............................. 62
LDRPSentryscreenlayout ..................... 62
TheNavigatorinstructionspane .............. 63
OpeningtheNavigatortouse........................ 64
Movingtoanotherscreen ........................... 66
UsingtheClosebutton ...................... 66
Usingthehistorybar ........................ 67
UsingtheNavigatorSnapshot ................ 67
Markingthestatusoftasks.......................... 68
Viewingyourprogress ......................... 69
Chapter 4.
Defining core components . . . . . . . . . . . . 71

Understandingcorecomponents ..................... 72
Understandingdependencies................... 72
Addinganapplicationtothedictionary ............... 73
Modifyingapplicationdependencies ................. 75
Viewingapplicationdependencies ................... 76
Editingordeletinganapplicationfromthedictionary .. 77
Addingahardwareitemtothedictionary ............. 78
Modifyinghardwaredependencies ................... 80
Viewinghardwaredependencies..................... 81
Editingordeletingahardwareitemfromthedictionary. 83
Addingaprocesstothedictionary ................... 84
Modifyingprocessdependencies ..................... 85
Viewingprocessdependencies....................... 86
Editingordeletingabusinessprocessfromthedictionary .
88
Addinganemployeetothedictionary................ 89
Chapter 5.
Defining people . . . . . . . . . . . . . . . . . . . . 89
LDRPS User Guide
Editingordeletinganemployeefromthedictionary .... 91
Addinganattributetothedictionary................. 92
Editingordeletinganattributeinthedictionary ....... 94
Assignattributestoanemployee ..................... 95
Addingacustomerorganizationtothedictionary ...... 96
Addingarepresentativetoacustomerorganization .... 98
Editingordeletingacustomerrepresentative .......... 99
Editingordeletingacustomerorganization
fromthedictionary ................................ 100
Addingavendororganizationtothedictionary ....... 102
Addingarepresentativetoavendororganization..... 103
Editingordeletingavendorrepresentative ........... 105
Editingordeletingavendororganization
Addingalocationtothedictionary .................. 109
Chapter 6.
Setting up logistics. . . . . . . . . . . . . . . . . 109

Editingordeletingalocationfromthedictionary...... 111
Assigningresourcestoalocation .................... 112
Addingateamtothedictionary..................... 114
Addingapositiontoateaminthedictionary......... 116
Editingordeletingapositiononateam
inthedictionary .................................. 117
Editingordeletingateamfromthedictionary........ 118
Addingatasktothedictionary ..................... 119
Addingasubtasktoataskinthedictionary .......... 121
Editingordeletingasubtaskfromatask
inthedictionary .................................. 122
Editingordeletingataskfromthedictionary ......... 123
Chapter 7.
Setting up resources . . . . . . . . . . . . . . . 125

Addinganassettothedictionary ................... 126
Editingordeletinganassetfromthedictionary....... 127
Addingapieceofequipmenttothedictionary ........ 128
Editingordeletingapieceofequipment
Addingsoftwaretothedictionary ................... 130
Editingordeletingsoftwarefromthedictionary ...... 132
Table of contents
Addingsuppliestothedictionary ................... 133

Editingordeletingsuppliesfromthedictionary....... 134
Addingatelecomitemtothedictionary.............. 135
Editingordeletingatelecomitem
Assigningresourcestoatelecomitem ............... 137
Addingavitalrecordtothedictionary ............... 139
Editingordeletingavitalrecordfromthedictionary .. 141
Addingaworkstationtothedictionary .............. 142
Assigningresourcestoaworkstation................ 143
Editingordeletingaworkstationfromthedictionary .. 145
Chapter 8.
Building plans. . . . . . . . . . . . . . . . . . . . . 147

Openingaplan................................... 148
Definingplandetails .............................. 149
Definingtheplanspurposeandobjectives ...... 149
Definingtheplansscopeandassumptions...... 151
Definingtheplansexecutionstrategies ......... 152
Definingtheplansactivationcriteria
andprocedures .............................. 154
Definingtheplansmaintenanceschedule....... 156
Definingtheplanstestingschedule ............ 157
Workingwithplanaccountabilities .................. 159
Assigningorunassigningapersonto
aplanaccountability.......................... 159
Understandingplanassignments ............... 161
Assignmentspecificfields ..................... 161
Assigningcorecomponentstoaplan................ 162
Assigninganapplicationtoaplan .............. 163
Assigninghardwaretoaplan .................. 164
Assigningaprocesstoaplan .................. 166
Assigningpeopletoaplan ......................... 168
Assigninganemployeetoaplan............... 168
Assigningavendororganizationtoaplan ....... 171
Assigningacustomerorganizationtoaplan ..... 173
Assigningresourcestoaplan ....................... 176
Assigningassetstoaplan ..................... 176
Assigningdocumentstoaplan................. 178
LDRPS User Guide
Assigningequipmenttoaplan ................. 181

Assigningsoftwaretoaplan ................... 183
Assigningsuppliestoaplan ................... 186
Assigningtelecomtoaplan.................... 188
Assigningvitalrecordstoaplan ............... 191
Assigningworkstationstoaplan ............... 194
Assigninglogisticstoaplan........................ 196
Assigninglocationstoaplan................... 196
Assigningtaskstoaplan ...................... 199
Assigningataskowner ....................... 202
Assigningteamstoaplan ..................... 202
Assigningateampositiontoperform
asubtask .................................... 205
Assigningpeopletoteampositionsinaplan ..... 207
Addinganewitemtoaplan........................ 211
Addinganewcorecomponentwithinaplan .... 211
Addinganewlogisticwithinaplan ............ 212
Addinganewpersonwithinaplan............. 214
Addinganewresourcewithinaplan........... 215
Editingordeletinganyrecordwithinaplan .......... 217
Unassigningitemsfromaplan...................... 218
Printingthecurrentplan ........................... 219
Viewingapublishedplan.......................... 220
Chapter 9.
Building call lists . . . . . . . . . . . . . . . . . . 223

TheLDRPSCallListBuildertoolbar ................. 223
Addinganewcalllistrecord ....................... 224
Addingcallerstoacalllist ......................... 226
Addingaconfirmationcall......................... 228
Startinganothercalllistfromthecurrentcalllist...... 230
Replacingcallersinacalllist ....................... 231
Movingpeopleandpositionsinacalllist............. 232
Removingpeopleandpositionsfromacalllist ........ 233
Editingordeletingacalllistrecord .................. 235
Viewingandprintingreports ....................... 237
Chapter 10.
Generating reports . . . . . . . . . . . . . . . . . 237
Table of contents
Chapter 11.
Working with documents. . . . . . . . . . . . 241

UnderstandingtheDocumentdictionary ............. 241
Understandingdocumentconversion ................ 242
Understandingfailedconversions.............. 243
Addingadocument............................... 244
Editingadocument ............................... 247
Deletingadocument .............................. 248
Viewingadocument .............................. 249
Chapter 12.
Building tables of contents . . . . . . . . . . 251

Addingatableofcontents.......................... 251
Assigningplanstoatableofcontents ................ 254
Editingatableofcontents .......................... 254
Deletingatableofcontents ......................... 255
Managingandsecuringprintedplans................ 257
Chapter 13.
Publishing plans . . . . . . . . . . . . . . . . . . . 257

Printingaplan.................................... 258
Viewingprintedplans............................. 260
Chapter 14.
Plan Review . . . . . . . . . . . . . . . . . . . . . . 263

Submittingaplanforrevieworapproval............. 263
Beforesubmittingplansforreview ............. 263
Trackingsubmittedplans .......................... 268
Viewingreviewerresponses................... 268
Updatingplanreviewstatus ................... 269
Viewingarchivedplanreviews ................ 270
Reviewingsubmittedplans......................... 271
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
LDRPS User Guide
10
Update Summary
ThispagedescribestheupdatestotheLDRPSUserGuide,by
date.
March 26, 2008

LDRPSVersionnumber10.3.
Thefollowingsectionwasupdated:
Chapter 10: Generating Reports

Thischapterwasrevisedtoincludenewinstructionsforfiltering
reports.
August 20, 2007

LDRPSVersionnumber10.2.
July 20, 2007

Thefollowingsectionswereupdated:
Chapter 8: Building Plans

ThischapterwasrevisedtodescribethenewAssignTaskOwner
feature.
Chapter 10: Generating Reports

Thischapterwasrevisedtodescribenewproceduresfor
selectingmultipleorallplanswhenviewingreports.
11
LDRPS User Guide
Chapter 12: Building Tables of Contents

assignmentofatableofcontentstoaplan.
Chapter 13: Publishing Plans

selectingmultipleorallplanswhenpublishing.
12
Preface
StrohlSystemsLDRPS(LivingDisasterRecoveryPlanningSystem)
helpsyougatheressentialcompanyinformation,andorganizeit
intoeffective,dynamicplans.
StrohlSystemsprovideshighqualitybusinesscontinuity
planningsolutionsfororganizationsofallsizesandlevelsof
complexity.
Using this book

TheLDRPSUserGuidedescribeshowtouseLDRPStocollect
informationaboutyourcompanyandbuildresponse,
resumption,andrecoveryplans.Thisbookpresentsproven
planningmethodsthatarebaseduponyearsofexperienceof
businesscontinuityexperts.
Youcantakethetimetoreadthisbookfromstarttofinish,ifyou
want.Butitiswritteninsuchawaythatyoucanfindthe
informationyouneedwithouthavingtodoso.TheLDRPSUser
Guideisorganizedintoatableofcontents,13chapters,a
glossary,andanindex.Thefollowinginformationwillhelpyou
navigatethisbook.
Special symbols
Thisbookusestwosymbolstoidentifyspecialinformation
Thepenciliconisusedfortips.Tipsincludecross
references,shortcuts,detailedexplanationsofterms,and
13
LDRPS User Guide
suggestionsforhowtocompleteatask.
! Theexclamationpointisforcautions.Cautionsinclude
warningsandstrongsuggestions.
TheEnterprisesymbolidentifiesfunctionalitythatisonly
availabletoLDRPSEnterprisecustomers.Ifyouarean
LDRPSProfessionalcustomer,youcanignoretasksthat
aremarkedwiththissymbol.Forinformationonthe
additionalfunctionalityavailableinLDRPSEnterprise,or
forinformationonbecominganLDRPSEnterprise
customer,contactyoursalesrepresentative.
Using the Glossary

TheLDRPSUserGuideincludesaglossaryoftermsspecificto
theBCPindustryandLDRPS.Forclarificationofanytermsin
thisbook,checktheGlossaryonpage273.
Using the Index

TheLDRPSUserGuideisthoroughlyindexedtohelpyoufind
theinformationyouneed.Whereverpossible,synonymsand
knownabbreviationsarealsoindexed.TheIndexbeginsonpage
283.
Other documentation
StrohlSystemsalsorecommendstheLDRPSInstallationGuide,
theLDRPSAdministratorGuide,andtheCrystalReportsonline
Help.
The LDRPS Installation Guide

TheLDRPSInstallationGuideoutlineshowtoinstallLDRPSin
yourenvironment.
14
Preface
The LDRPS Administrator Guide

TheLDRPSAdministratorGuideexplainshowtoperform
administrativefunctionssuchassettingupsecurityaccess,
importingandexportingrecords,andcreatingnewplans.
Crystal Reports online Help

TheCrystalReportsonlineHelpprovidesdetailedinstructions
onusingtheCrystalReportwriterthatisintegratedwith
LDRPS.
Getting further assistance

StrohlSystemsprovidesthoroughsupporttoitscustomers
throughdocumentation,training,MyStrohl.com(acustomer
gearedwebsitedesignedtomeetyourcompanysspecificneeds),
Techieemailalerts,andtechnicalsupportavailablethrough
phone,fax,oremail.
Printeddocumentation.YoucanprintPDFversionsofthebooks,
whichyoucanfindintheBooksfolderofyourinstallationCD.
Training.StrohlSystemsoffersfreeandunlimitedtrainingforall
ourproductusersatourcorporateheadquartersinKingof
Prussia,PA,andatourEuropeantrainingfacilityinLondon,
England.Wealsohaveafullrangeofonlinetrainingoptions.To
signupforanyofthesecourses,visitMyStrohl.com.
MyStrohl.com.Thissitewascreatedforyou,thecustomer.
MyStrohl.comgivesyouaccesstothesupportknowledgebase
andthelatestnewsinbusinesscontinuityplanning.Use
MyStrohl.comtosignupfortrainingclasses,submitrequestsfor
enhancements,ordownloadproductupdates.
Techieemailalerts.TobeinformedwheneverStrohlSystems
releasesneworupdatedproducts,signupfortheTechieemail
alerts.Theseautomaticalertsalsodistributewheneverapatch
becomesavailable.SeeMyStrohl.comformoreinformation.
15
LDRPS User Guide
Technicalsupport.Werealizethatsometimesanswerstoyour
specificquestionscantbeaddressedintheabovemethods.
Sometimesyoursituationisalittlemorecomplexandrequiresa
oneononeapproach.Orsometimesyouwouldjustratherspeak
toarealperson.Forthosereasons,StrohlSystemsisproudto
providetechnicalsupporttoallitscustomers.Assistanceis
available24hoursadaythroughphone,fax,oremail.
USA:(800)4STROHL
International:+16108782644
Fax:+16107684135
Email:help@strohlsystems.com
System requirements
Becausesystemrequirementscanchangefrequently,pleasefind
thelatestsystemrequirementsathttp://www.mystrohl.com.
16
Getting started
ThischapterdescribeshowtostartusingLDRPS,includinghow
tologonandhowtonavigateLDRPS.
Task
Page
Starting LDRPS
17
Logging on to LDRPS
18
Variations in the LDRPS interface
20
The LDRPS home page
20
LDRPS screen layout
21
LDRPS toolbars
25
Using LDRPS Help
29
Logging off of LDRPS
31
Starting LDRPS
StartLDRPS,thenlogonusingthetaskonpage18.
To start LDRPS:
1.
OpenMicrosoftInternetExplorer.
17
LDRPS User Guide
EnteryourLDRPSserveraddress,whichshouldbe
somethinglikehttp://servername/strohlsystems.ldrps.web/
LDRPS.htm.
2.
WhenyoustartLDRPSforthefirsttime,anInternet
Explorermessagemayappearbelowthetaskbar.
ThisisbecauseLDRPSlaunchesinawindow
separatefromthebrowser.TocontinuetotheLDRPS
Logonscreenandtopreventthismessagefrom
appearingagain,rightclickonthemessageand
chooseAlwaysallowpopupsfromthissite.
! IfyourbrowsercontinuestoblockLDRPSfrom
launching,checkforanythirdpartypopupblocker
thatmaybeenabledonyourmachine.
Logging on to LDRPS
LogontoLDRPSusingyourusernameandpassword.
IfyoudonothaveauserIDorpassword,orifyouhave
forgottenthem,contactyourLDRPSAdministrator.
18
Getting started
Figure 1.1. Logon screen
To log on to LDRPS:
EntertheusernamethatyourLDRPSAdministrator
assignedtoyou.
2.
EnteryourpasswordandclicktheLogOnbutton.
1.
ThismaybeadefaultpasswordthatyourLDRPS
Administratorassignedtoyou.
3.
Ifyourusernameandpasswordarevalid,theLDRPS
homepageopens.
Orifyourusernameisvalidbutyoureceiveamessage
askingyoutochangeyourpassword:
Enteranewpassword.
RetypethenewpasswordandclicktheOKbutton.
TheLDRPShomepageopens.
19
LDRPS User Guide
Orifyourusernameandpasswordarenotvalid,youwill
receivealogonerror.
! IfyoudonotinteractwithLDRPSfor20minutesor
more,youwillbeloggedoffautomatically.Tocontinue
usingLDRPS,youmustlogonagain.
Variations in the LDRPS interface

WhatyouseeintheLDRPSinterfacedependsontheLDRPS
features,functions,anddatathatyourLDRPSAdministratorhas
setforyou.
! Ifyoucannotaccessabutton,screen,orcertaindatathat
youknowyoushouldhaverightsto,contactyourLDRPS
Administrator.
The LDRPS home page

TheLDRPShomepageisthefirstscreenyouseewhenyoulog
ontoLDRPS.
! IfyourLDRPSAdministratorhasgivenyouaccesstoa
planthroughaNavigator,yourhomepageisdifferent.
SeeChapter3,UsingaNavigator.
20
Getting started
Figure 1.2. LDRPS home page
LDRPS screen layout

MostLDRPSscreensconsistofthefollowingareas:
navigationpane
recordsdatasheet
detailspane
! IfyourLDRPSAdministratorhasgivenyouaccesstoa
planthroughaNavigator,yourscreenalsocontainsa
Helppane.SeeChapter3,UsingaNavigator.
21
LDRPS User Guide

Figure 1.3. Processes screen
records
datasheet
navigation
pane
details
pane
The navigation pane

Usethenavigationpanetoaccessscreensandfunctionalityin
LDRPS.
22
Getting started
Figure 1.4. LDRPS Dictionaries navigation pane
To navigate the tree:

Clickthe(+)signtoexpandaniteminthetree.
Clickthe()signtocollapseaniteminthetree.
Scrollupanddowninthenavigationpaneusingthescroll
bartotherightoftheframe.
Scrollacrossthenavigationpaneusingthescrollbaratthe
bottomofframe.
Toviewanitemsfulllabelwithoutscrollingacross
thetree,hoverovertheitemuntilatooltipappears.
23
LDRPS User Guide
Clickaniteminthetreetoshowdetailsoftheiteminthe
rightpane.
Clickingonaniteminthenavigationpanedisplaysa
recordorlistofrecordsintherightpane.Youcannot
clickonalltreeitems;someitemscanonlybe
expandedandcollapsed.
LDRPS records datasheet

Therecordsdatasheetshowsalistingofrecordsforthecurrent
selection.Thislistreflectsthehighlightednodeinthetreeand
anysearchorfiltercriteriayouhavespecified.
Somedatasheetscanbeexpandedtoshowasubdatasheetof
relateditems,suchasintheTeamsscreen.TheexampleinFigure
1.5showstheRecoveryTeamexpandedtodisplayalistof
positionsontheteam.
Highlightarecordinthedatasheetorinasubdatasheettosee
moreinformationaboutitinthedetailspane.
Youcansortthedatasheetalphanumericallybycolumn.For
details,seeSortingrecordsonpage34.
Figure 1.5. example of records datasheet and sub-datasheet
Record detail panes

Detailpanesshowspecificinformationabouttherecord
highlightedintherecordsdatasheet.
24
Getting started
AlldetailpaneshaveCreatedon/ByandLastUpdatedon/Byfields.
TheCreatedonandByfieldsshowwhentherecordwascreated
andbywhatuseraccount.TheLastUpdatedonandByfields
showsthelasttimethattherecordwasmodified,andwhatuser
accountmadethosechanges.
Figure 1.6. Equipment Details pane
LDRPS toolbars
LDRPSusesthefollowingtoolbars:
maintoolbar
! IfyourLDRPSAdministratorhasgivenyouaccessto
LDRPSthroughaNavigator,themaintoolbarisnot
available.SeeChapter3,UsingaNavigator.
detailstoolbar
searchandfiltertoolbar
browsetoolbar
TheRelatedRecordsandCallListBuilderwindowshave
toolbarsthatarespecifictothefunctionalityonthose
screens.FormoreinformationseeTheRelatedRecords
toolbarsonpage53andTheLDRPSCallListBuilder
toolbaronpage223.
25
LDRPS User Guide

Figure 1.7. Processes screen
main
toolbar
browse
toolbar
search and
filter toolbar
details
toolbar
The LDRPS main toolbar

TheLDRPSmaintoolbaristheentrypointintoall5areasof
LDRPS:Dictionaries,BuildPlans,DocumentandReportManager,
Administration,andPublish.TheLDRPSmaintoolbarisalways
visiblewithinLDRPS.
26
Getting started
Figure 1.8. LDRPS main toolbar
button
description
Dictionaries
Launches the LDRPS Dictionaries home

page.
Build Plans
Launches the LDRPS Plans home page.
Document and
Report Manager
Launches the LDRPS Document and

Report Manager home page.
Administration
Launches the LDRPS Administration

home page.
Publish
Launches the LDRPS Publish home

page.
IfyoudonothavesecurityrightstoanareaofLDRPS,youwill
notbeabletoseethebuttonthataccessesthatarea.Forexample,
ifyouradministratorhasnotgrantedyouaccesstotheLDRPS
Administrationarea,youwillnotseetheAdministrationbutton
inthemaintoolbar.
The LDRPS details toolbar

ForinformationonusingtheLDRPSdetailstoolbartoworkwith
records,seeChapter2,Workingwithrecords.
27
LDRPS User Guide

Figure 1.9. enlarged details toolbar
button
description
New
creates a new record
Delete
deletes the current record
Duplicate
creates a copy of the current record
Related Records
shows records that have relationships with

the current record
Cancel
cancels any changes you have made to the

current record since the last save
Save
saves changes to the current record
Spell Check
verifies the spelling of text in the current

record
The search and filter toolbar

Usethesearchandfiltertoolbartolocaterecordsthatmeet
specificcriteria.Youcancreatefilterstosavesearchcriteriathat
28
Getting started
youusefrequently.Forinformationonsearchingforrecordsand
savingfilteredviews,seeLocatingrecordsonpage33.
Figure 1.10. search and filter toolbar
data
button
field name
search and
filter buttons
description
performs the search
clears the current criteria
opens the advanced search and filter window
The browse toolbar

UsethebrowsetoolbartoscanthroughalistofLDRPSrecords.
Tolearnhowtofindrecordsusingthebrowsetoolbar,see
Browsingforarecordonpage34.
Figure 1.11. LDRPS browser toolbar
first
record
previous page
of 20 records
next
record
record slider bar
next page of
20 records
record X out of Y
total records
Using LDRPS Help

LDRPSHelpisorganizedintologicaltopicsthatletyoufind
informationquickly.Itiscompletelyindexedandsearchable.
LDRPSHelpalsohasafullglossary;individualtermdefinitions
29
LDRPS User Guide
canbeaccessedwithineachHelptopic,soyouneverloseyour
place.
Accessing LDRPS Help
LDRPSHelpcanbeaccessedfromanymainscreeninLDRPS.
YoucannotaccessLDRPSHelpfromwithinLDRPS
secondary(popup)windows.
To access LDRPS Help:
ClicktheHelpbuttonbelowthemainLDRPStoolbar.
LDRPSHelpopens.
Finding information in LDRPS Help

YoucanfindinformationinLDRPSHelpbybrowsingthetable
ofcontents,orbysearchingforatermusingtheindexor
advancedsearchoptions.
To find information in LDRPS Help:
1.
2.
30
Browseforatopicinthetableofcontents.
OntheContentstab,clickabook(
groupoftopics.
Clickaspecifictopictoseedetailedproceduresinthe
rightpane.
)toexpanda
Searchforatopicusingtheindex:
OntheIndextab,indextermsdisplayinalphabetical
order.
Scrolltofindtherelevantterm.
Getting started
3.
Usetheadvancedsearchtofindanywordthatappearsin
Helpscontent:
OntheSearchtab,clickthefirstletteroftheword.
Scrolltofindtherelevantterm.
Logging off of LDRPS

WhenyoufinishworkinginLDRPS,logoff.
! IfyoudonotinteractwithLDRPSfor20minutesor
more,youwillbeloggedoffautomatically.Tocontinue
usingLDRPS,youmustlogonagain.
To log off of LDRPS:
ClicktheLogoffbuttonbelowthemaintoolbar.
LDRPSlogsoffyouruseraccountandreturnstothe
Logonscreen.Closethewindoworlogonagain.
31
LDRPS User Guide
32
Working with records
ThischapterdescribeshowtoworkwithLDRPSrecords.For
instructionsoncreatingspecifickindsrecords,consulttherestof
thisbook.
Task
Page
Locating records
33
Understanding LDRPS field types
39
Adding a record
44
Editing a record
45
Deleting a record
45
Making a copy of a record
46
Verifying spelling in a record
46
Assigning items to and unassigning items from a

record
48
Understanding related records
49
Accessing the Related Records window
51
Related Records window layout
51
The Related Records toolbars
53
Using Related Records to resolve record relationships
55
Locating records
TofindarecordinLDRPS,youcansortthedatasheet,browse
records,searchforarecord,andcreateanduseviewfilters.
33
LDRPS User Guide
Sorting records
Youcanreordertherecordsinadatasheetsothataspecific
columnappearsinalphanumericorder.
To sort records in the datasheet:
1.
Clickacolumnheadertosortthedatasheet
alphanumericallyascending(0to9,thenAtoZ)bythat
column.
2.
Clickthesamecolumnagaintosortthedatasheet
alphanumericallydescending(ZtoA,then9to0)bythat
column.
Browsing for a record

Usethebrowsetoolbartoscanthroughallrecordsina
datasheet.
Figure 2.1. browse toolbar
previous
page of
records
previous
record
next
record
record slider bar
next
page of
records
record X out of Y
total records
To browse for a record in the datasheet:

1.
ClickthePreviousPagebuttontogototheprevious20
recordsinthedatasheet.
2.
ClickthePreviousRecordbuttontogototheprevious
recordinthedatasheet.
3.
34
ClicktheNextRecordbuttontogotothenextrecordin
thedatasheet.
4.
ClicktheNextPagebuttontogotothenext20records
inthedatasheet.
5.
Dragthesliderbartobrowsetoaspecificrecordinthe
datasheet.
Searching for a record

Usethesearchtoolbartofindarecordthatmeetsspecific
criteria.
Figure 2.2. search and filter toolbar
value to match
field name
To search for a record matching a single search criteria:

Enterthevaluetomatch.
1.
Useapercentsign(%)toperformwildcardsearches.
Forexample,tosearchforequipmentwithmodel
numbersfromEQ1200toEQ1209,typeEQ12%%.
Choosethefieldtomatchon.
2.
Notallfieldsaresearchable.LDRPSusuallyallows
youtosearchonlyonfieldsthatappearascolumn
headingsintherecordsdatasheet(page24.)
ClickthePerformsearchbutton.
3.
Recordsmeetingyoursearchcriteriaappearinthe
datasheet.
4.
ClicktheClearsearchcriteriabuttontoviewthecomplete
listofrecordsagain.
35
LDRPS User Guide

To search for a record using advanced search criteria:
1.
2.
ClicktheOpentheAdvancedSearchWindowbutton.
OntheSearchtab,createaconditionstatement:
Inthefirstfield,choosethefieldtosearchin.
Inthesecondfield,choosetheoperatortouseforthe
search:
Operator
=
Description
Equal to - Finds all records that exactly
match what you enter in the selected field.
Not equal to - Finds all records that does not
contain exactly what you enter in the
selected field.
Finds records with the string you enter
somewhere within the field.
Finds records that do not include the string
you enter somewhere within the field.
Finds all records that have information in the
field beginning with what you enter.
Finds all records that have information in the
field ending with what you enter.
Finds all records in which the selected field is
empty.
Finds all records that have any value entered
in the selected field.
<>
Contains
Does Not
Contain
Starts With
Ends With
Is Null
Is Not Null
Inthethirdfield,enterthevaluetosearchfor.
Ortoseealistofallpossiblevaluesforthefield:
ClicktheBrowselinknexttothedatafield.
Alistofpossiblevaluesappearsatthe
bottompaneoftheSearchscreen.
3.
Tocreateanadditionalconditionstatementforthesearch:
36
Clickthevaluetouse.
ClicktheAddanotherconditionstatementbutton.
Choosewhethertherecord(s)youaresearchingfor
shouldmeetallorcanmeetanyoftheconditions.
4.
Createanotherconditionusingstep2.
Toclearaconditionstatement,clicktheDeletecondition
statementbutton( )nexttotheconditiontoclear.
Ortoclearallconditionstatementsforthissearch,clickthe
Clearlinktotherightoftheconditionsarea.
Using view filters

Filtersareadvancedsearchesthatyoucansavetouseagain
later.Theycanalsobeaccessedinrelatedproductareas,suchas
Reports.Forexample,ifyoucreateafilterfortheEmployees
screen,youwillbeabletoaccessitandapplyittotheEmployees
byWorkLocationreport.
YoucanalsosharefilterswithotherLDRPSuserswhohave
accesstothescreensandreportsthefilterappliesto.
To create a view filter:
1.
2.
ClicktheFilterstab.
3.
Createthefilter:
4.
ClicktheNewFilterradiobutton.
Enteranameanddescriptionforthefilter.
CheckthePrivateboxifyoudonotwantanyother
LDRPSuserstohaveaccesstothisfilter.
Createaconditionstatement:
Inthefirstfield,choosethefieldtofilteron.
Inthesecondfield,choosetheoperatortouseforthe
filter.
Inthethirdfield,enterthevaluetofilter.
Ortoseealistofallpossiblevaluesforthefield:
37
LDRPS User Guide
ClicktheBrowselinknexttothedatafield.
Alistofpossiblevaluesappearsatthe
bottomoftheFilterscreen.
Clickthevaluetouse.
5.
6.
Tocreateanadditionalconditionstatementforthefilter:
ClicktheAddanotherconditionstatementbutton.
Choosewhethertherecord(s)youarefilteringshould
meetallorcanmeetanyoftheconditions.
Createanotherconditionusingstep4.
Toclearaconditionstatement,clicktheDeletecondition
statementbutton( )nexttotheconditiontoclear.
Ortoclearallconditionstatementsforthisfilter,clickthe
Clearlinktotherightoftheconditionsarea.
ClicktheSavebutton.
8.
ClicktheRunFilterbutton.
7.
Recordsmeetingyourfiltercriteriaappearinthe
datasheet. ClicktheClearsearchcriteriabuttonto
viewthecompletelistofrecordsagain.
To apply an existing filter:

1.
ClicktheFilterstab.
3.
ClicktheSavedFiltersradiobutton.
4.
OpentheFilterNamepicklistandchoosethefiltertorun.
5.
ClicktheRunFilterbutton.
2.
Recordsmeetingthefiltercriteriaappearinthe
datasheet. ClicktheClearsearchcriteriabuttonto
38
viewthecompletelistofrecordsagain.
To edit or delete an existing filter:
1.
2.
ClicktheFilterstab.
3.
ClicktheSavedFiltersradiobutton.
4.
ClicktheFilterNamepicklistandchoosethefiltertoeditor
delete.
5.
Toeditthefilter:
6.
Makeyourchangestothefilter.
ClicktheSavebutton.
Todeletethefilter,clicktheDeletebutton.
Understanding LDRPS field types

Thissectionexplainsthetypesoffieldsandbuttonsthatappear
inLDRPSrecords:textboxes,checkboxes,picklists,browse
fields,datefields,radiobuttons,memofields,andAddImage
buttons.
Required versus non-required fields

LDRPSdenotesrequiredfieldswitharedasterisk(*).Ared
asterisknexttoafieldindicatesthatyoumustcompletethat
fieldinordertosavetherecord.
IntheexampleinFigure2.3,EmployeeID,FirstName,andLast
Nameareallrequiredfields.
39
LDRPS User Guide

Figure 2.3. Employee Details tab of the Employees screen
Ifyouattempttosavearecordwithoutfirstcompletingallthe
requiredfields,LDRPSdisplaysamessageatthetopofthe
screenandindicateswhichfieldneedstobecompleted.(See
Figure2.3.)Hoverovertheindicatornexttoafieldfordetails.
message
indicator
Text boxes
Textboxesareusedtoenterinformationthatcannotbechosen
fromapredefinedlistandthatusuallyvariesfromrecordto
record.Namesofpeopleandresourcesusuallyappearintext
boxes,asdomostrecordIDfields.
TheexampleinFigure2.5showsanexampleoftheSubtaskID
andSubtaskNametextboxesthatappearontheSubtaskDetails
taboftheTasksscreen.
Figure 2.5. examples of text boxes
40
Checkboxes
Checkboxesareusedwhenanoptionhasonlytwopossible
settings:eitherOn(True)orOff(False).
IntheexamplebelowfromtheEmployeeDetailstabofthe
Employeesscreen,thisemployeehasaccesstotheBackupSite,
ControlSite,andhasaKeyCardforentrance.Thisemployee
doesnothaveaccesstoOffsiteStorageorIncidentCommand.
Figure 2.6. example of checkboxes
Picklists
Apicklistisusedtodisplayalistofoptionsfromwhichtheuser
mustchooseonlyone.IntheexampleinFigure2.7,theVital
RecordTypeandMediaTypefieldsarepicklists.
IfthereisanAddbuttonnexttothepicklist,youcanaddtothe
listofpredefinedoptions.Intheexample,youcanaddoptions
totheVitalRecordTypepicklist.
Figure 2.7. example of picklists
Browse (Pick from table) fields

Browsefieldsletyoucompleteafieldbychoosingarecordfrom
anotherLDRPStable.
41
LDRPS User Guide
Forexample,theSoftwarescreenhasafieldcalledLicense
Manager.IfyouclicktheBrowselinknexttotheLicenseManager
field,LDRPSletsyouchoosetheemployeewhoseinformation
youwanttobeenteredintheLicenseManagerfield.
ClickBrowsetolaunchthetable.Inthewindowthatopens,pick
therecordtouse.Oraddanewrecordifnecessary.Toremove
therecordfromthisfield,clickClear.
Figure 2.8. example of browse fields
Date fields
DatefieldsinLDRPSlinktoacalendar.Clickthearrowatthe
endofadatefieldtoopenthecalendar.Thenclickonthedatein
thecalendartoenterthatdateinthefield.
Toclearadateafteritisset,highlightitandpressthe
Deletekeyonyourkeyboard.
Figure 2.9. example of date field
42
Radio buttons
Radiobuttonsaregenerallyusedinsituationswhereyouare
onlyallowedtochooseoneoption.TheexampleinFigure2.10
showstheInternalandExternalradiobuttonoptionsforvendor
type.LDRPSusespicklistsincaseswheretherearemorethan
threepossibleoptionstochoosefrom.SeePicklistsonpage41.
Figure 2.10. example of radio buttons
Memo fields
LDRPSincorporatesmemofieldstoallowuserstoentermuch
moreinformationthananormaltextboxallows.Toopenthe
memofieldinanew,fullscreenwindow,clickthebuttonatthe
endofthefield.
Inthefollowingexample,amemofieldisusedforentering
additionalinformationaboutarecord.
Figure 2.11. example of a memo field
Add Image buttons
Somerecordtypesallowyoutoattachimagesthatrelatetothe
record,suchasemployeephotos,equipmentdrawings,floor
plans,maps,andsoon.Youcanattach.jpg(.jpeg),.png,.bmp,
.gif,or.tif(.tiff)images.
IfyouareanLDRPSProfessionalPerpetualorEnterprise
customer,youcancustomizereportssothatimages
attachedtoarecordprintwiththatrecord.Seethe
CrystalReportsonlineHelp.
43
LDRPS User Guide

Figure 2.12. example of Add Image button
To attach an image to a record:

Accesstheappropriaterecord.
2.
ClicktheAddImagebuttontoopentheLDRPSPicture
Viewerwindow.
1.
Ifanimageisalreadyattached,thetextonthis
buttonchangestoreadViewImage.
3.
4.
Touploadanimage:
ClicktheSelectFilebutton.
Locatethefile,highlightit,andclicktheOKbutton.
ClicktheUploadFilebutton.
Tounattachanddeletethefilethatisattachedtothis
record,clicktheDeleteFilebutton.
Adding a record
ThistaskexplainsthegenericstepsforaddingrecordstoLDRPS.
Forspecificinstructionsonaddingrecordsinaparticularscreen,
consulttheotherchaptersinthisguide.
Youcanalsoaddarecordbycreatimgaduplicateofan
existingrecord.SeeMakingacopyofarecordonpage
46.
To add a record:
1.
2.
44
Accesstheappropriatescreen.
ClicktheNewbuttonintheDetailstoolbar.
Completetherequiredfields.
3.
Requiredfieldsaremarkedwitharedasterisk(*).
4.
ClicktheSavebutton.
5.
OrclickCanceltocancelyourchanges.
Editing a record
ThistaskexplainsthegenericstepsforeditingrecordsinLDRPS.
Forspecificinstructionsoneditingrecordsinaparticularscreen,
To edit a record:
1.
2.
Highlighttherecordtoeditinthedatasheet.
3.
Makeyourchangestotherecord.
4.
ClicktheSavebutton.
5.
Deleting a record
Thistaskexplainsthegenericstepsfordeletingrecordsfrom
LDRPS.Forspecificinstructionsondeletingrecordsina
particularscreen,consulttheotherchaptersinthisguide.
To delete a record:
1.
2.
Highlighttherecordtodeleteinthedatasheet.
3.
4.
ClicktheDeletebutton.
ClicktheYesbutton.
45
LDRPS User Guide
OrclicktheNobuttontocancel.
IftheRelatedRecordswindowappears,thereare
recordsthathavecriticalrelationshipstotherecord
youareattemptingtodelete.UsetheRelated
Recordsfeaturetoresolvethoserelationships.See
page4957formoreinformation.
Making a copy of a record
Thistaskexplainsthegenericstepsforduplicatingrecordsin
LDRPS.Forspecificinstructionsonduplicatingrecordsina
particularscreen,consulttheotherchaptersinthisguide.
Duplicatingarecorddoesnotnecessarilymakeacopyof
anyassignmentstothatrecord.
To make a copy of an existing record:

1.
2.
Highlighttherecordtocopy.
ClicktheDuplicatebutton.
3.
LDRPScreatesacopyoftheoriginalrecord.
4.
5.
Completeanyadditionalfields.
ClicktheSavebutton.
Verifying spelling in a record

LDRPSallowsyoutoverifythespellinginindividualrecords.
46

Figure 2.13. Spelling window
To verify spelling:
1.
2.
Highlighttherecordwhosespellingyouwanttocheck.
3.
4.
ClicktheSpellCheckbutton.
IfLDRPSfindsamisspelledword,thewordishighlighted
intherecordandtheSpellingwindowappears.Choose
howtohandlethemisspelledword:
Toallowthecurrentspellingofaword,clicktheIgnore
button.Toallowallinstancesofthecurrentspellingin
thisrecord,clicktheIgnoreAllbutton.
Tochangetheexistingspellingofaword,highlightthe
correctspellingintheSuggestionsareaandclickthe
Changebutton.Tochangethespellingofthisword
whereveritappearstherecord,clicktheChangeAll
button.
Tocancelthespellcheck,clicktheCancelbutton.
47
LDRPS User Guide
Assigning items to and unassigning items

from a record
Thistaskexplainsthegenericstepsforassigningitemstoand
unassigningitemsfromrecordsinLDRPS.Forspecific
instructionsonmakingassignmentsinaparticularscreen,
Thistaskonlyexplainstheprocedureforassigningitemstoand
unassigningitemsfromarecord.Tolearnaboutmaking
assignmentstoaplan,seepage161to196.
To assign or unassign items:
2.
Highlighttherecordtoassignitemsto.
3.
Inthebottomrightcornerofthescreen,clickthe
assignmentsbutton.
1.
Thelabeloftheassignmentsbuttondependsonthe
assignmentyouaremaking.Forexample:
Whenassigningresourcestoalocation,telecom,or
workstation,thebuttonisAssignResources.
Whenassigningcorecomponentdependencies,the
buttonisAssignDependencies.
Theassignmentspopupwindowopens.
4.
Eachtabontheassignmentspopupwindowhastwo
subtabs:AssignedandAll.TheAssignedsubtabshows
itemsthatareassignedtothecurrentrecord.TheAll
subtabshowsbothassignedandunassigneditems.
5.
48
Toassignanitem:
ClicktheAlltab.
Checktheboxnexttoeachitemtoassign.
Tounassignanitem:
ClicktheAssignedtab.
Unchecktheboxnexttotheitemtounassign.
6.
youareattemptingtounassign.UsetheRelated
Understanding related records

TheRelatedRecordsfeatureallowsyoutolocateandidentifythe
criticalrelationshipsbetweenabaserecordandanyrelatedrecords.
Thebaserecordistherecordfromwhichyouhavelaunchedthe
RelatedRecordsfunction;arelatedrecordisanyLDRPSrecordthat
iscriticaltothebaserecordinsomeway.
AlmostallofyourLDRPSrecordscanberelatedtoeachotherin
someway.Somecommonexamplesoftheserelationshipsare:
customerrepsassignedtoteampositions
processesdependentuponanapplication
telecomassignedtoalocation
vendorrepsassignedtoequipment
vitalrecordsattachedtosoftware
Youcanuserelatedrecordinformationtomakedecisionsbased
uponthoserelationships.
Related Records examples

HerearesomeexamplesofhowyoucanusetheRelatedRecords
feature.
49
LDRPS User Guide
Example 1: Outsourcing a business process

Yourcompanyhasdecidedtooutsourcethemarketingmail
distributionprocess,whichtheshippingdepartmentusedto
handle.
YoucanuseRelatedRecordsto:
unassigntheprocessdependencyontheshipping
departmentsmassmailinghardware.
unassigntheinternalresources(suchasequipmentand
software)thattheprocessusedtorequireforrecovery.
Example 2: Upgrading equipment

Yourecentlyreplacedyourmidvolumecopierwithahigh
speedmultifunctioncopier.
CreateanLDRPSrecordforthenewcopier.ThenuseRelated
Recordsto:
Replacetheoldcopierwiththenewcopierthroughout
LDRPS.
Identifycorecomponents,locations,telecom,or
workstationsthatrelyontheoldcopier.Thencontactthe
relevantdepartmentsandpersonneltoinformthemofthe
equipmentchange.
Example 3: Refining employee attributes

Yourcompanyusesattributestoidentifyemployeesthat
telecommute.Afteranemergencyresponseexercise,yourealize
thatyouneedtobeabletoidentifywhichtelecommuterscould
comeintotheofficeinanemergencysituation.Soyoudecideto
replacetheoriginaltelecommuterattributewithtwoseparate
attributes:localtelecommuteranddistanttelecommuter.
Youdeterminethatalocaltelecommuterissomeonewholives
within25milesoftheoffice,andthatadistanttelecommuteris
someonewholivesmorethan25milesfromtheoffice.You
unassigntheoriginaltelecommuterattributefromeach
50
telecommutingemployee,assigntherefinedattributes,thenuse
RelatedRecordsto:
Makesurethattheoriginaltelecommuterattributeisnot
assignedtoanyemployees,then
DeletethetelecommuterattributefromLDRPS.
Accessing the Related Records window

YoucanmanuallylaunchtheRelatedRecordswindowfrom
withinaspecificrecord.However,theRelatedRecordswindow
appearsautomaticallywhen:
Youtrytodeleteorunassignarecordthathasrecords
assignedtoit.
Youtrytodeletearecordthatisassignedtoanother
record.
LDRPSpreventsyoufromdeletingarecordunlessyouunassign
ordeleteitfromanyrelatedrecords.
To manually access the Related Records window:
1.
2.
Highlighttherecordtoviewrelatedrecordsfor.
ClicktheRelatedRecordsbutton.
3.
TheRelatedRecordswindowopensforthisrecord.
Detailsofthecurrentrecordappearinthetoppane.
Related Records window layout

TheRelatedRecordswindowlayoutconsistsofthefollowing
areas:
baserecorddetailspane
RelatedRecordsnavigationpane
51
LDRPS User Guide
RelatedRecordsdatasheet
RelatedRecordsdetailspane
Figure 2.14. Related Records window

base record
details pane
Related Records
navigation pane
Related Records
datasheet
Related Records
details pane
Base record details pane

Thebaserecorddetailspaneshowsbriefdetailsabouttherecord
fromwhichyoulaunchedtheRelatedRecordswindow.Tosee
moredetailsforthisrecord,clicktheEntireRecordDetailbutton
toopentheentirerecordinanotherwindow.
52
Related Records navigation pane

UsetheRelatedRecordsnavigationpanetoviewrecordsthat
areinsomewaycriticaltothebaserecord.Highlightanodein
thetreetoviewalistofrelatedrecords.
Thenavigationtreeshowsthetwotypesofrelationshipsthatcan
existforarecord:planrelatedrelationshipsanddictionary
relationships.
Forexample,thesoftwarerecordinFigure2.14hasplanrelated
relationshipsthatinclude
theplanstowhichthesoftwareisassignedand
theprocessestowhichthesoftwareisassigned.
Italsohasdictionaryrelationshipsthatinclude
theworkstationstowhichthesoftwareisassignedand
thevendororgthatmaintainsthesoftware.
Related Records datasheet

TheRelatedRecordsdatasheetshowsalistingofrecordsforthe
currentselection.Thislistreflectsthehighlightednodeinthe
treeandanysearchorfiltercriteriayouhavespecified.
Highlightarelatedrecordinthedatasheettoseemore
informationaboutitintheRelatedRecordsdetailspane.
Related Records details pane

TheRelatedRecordsdetailspaneshowsspecificinformation
abouttherecordhighlightedintheRelatedRecordsdatasheet.
The Related Records toolbars

TheRelatedRecordswindowhastwotoolbars:thebaserecord
toolbarandtheRelatedRecordstoolbar.
53
LDRPS User Guide

Figure 2.15. Related Records window
base record
details toolbar
Related Records
details toolbar
The base record details toolbar

Thebaserecorddetailstoolbarletsyoudeleteorreplacethebase
record.
54
button
description
Delete
Delete the base record wherever it appears

in LDRPS.
Replace
Replace all instances of the base record with

another record.
The Related Records details toolbar

TheRelatedRecordsdetailstoolbarletsyouunassignrecords
fromthebaserecord,orreplacerecordsrelatedtothebase
record.
button
description
Unassign
Unassign the related record from the base

record.
Replace
Replace the related record with another

record.
Using Related Records to resolve record

relationships
OnceyouaccesstheRelatedRecordswindow,youcandeletethe
baserecordfromLDRPSandunassignallrelatedrecords(see
Example#3onpage50),replacethebaserecordwithanother
record(seeExample#2onpage50),unassignrelatedrecords
fromthebaserecord(seeExample#1onpage50),orreplacea
relatedrecordwithanotherrecordinLDRPS.
To replace a base record throughout LDRPS:
AccesstheRelatedRecordswindowfortheappropriate
record.
1.
SeeAccessingtheRelatedRecordswindowon
page51.
2.
ClicktheReplacebuttoninthebaserecorddetails
toolbar.
3.
Inthewindowthatappears,highlightthenewrecordto
useandclicktheOKbutton.
4.
ClicktheYesbuttontoconfirm.
55
LDRPS User Guide

To delete all instances of the base record:
record.
1.
page51.
2.
ClicktheDeletebuttoninthebaserecorddetailstoolbar.
! Thiswilldeleteallinstancesofthebaserecordin
LDRPS.Allrecordsassignedtothebaserecordare
unassigned.
Ifyoudonthavesecuritypermissionstotherelated
recordstiedtotherecordyouaretryingtodelete,
youwontbeabletodeletetherecord.
3.
To unassign a related record from the base record:

record.
1.
page51.
56
2.
Usethenavigationtreetolocatethetypeofrelatedrecord
tounassign.
3.
IntheRelatedRecordsdatasheet,highlighttherecordto
unassignfromthebaserecord.
4.
ClicktheUnassignbuttonintheRelatedRecordsdetails
toolbar.
5.

To replace a related record with another LDRPS record:
record.
1.
page51.
2.
ClicktheReplacebuttonintheRelatedRecordsdetails
toolbar.
3.
Inthewindowthatappears,highlightthenewrecordto
useandclicktheOKbutton.
4.
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LDRPS User Guide
58
Using a Navigator
ThischapterdescribeshowtoworkwithinanLDRPSNavigator.
AnLDRPSNavigatorisdesignedtobeyourprimaryexperience
inLDRPS;itguidesyoutospecificLDRPSscreensandtasks.
YourLDRPSAdministratorcreatesandgrantsaccessto
LDRPSNavigators.
Task
Page
The LDRPS Navigators home page
59
The LDRPS Navigator toolbar
60
Screens in an LDRPS Navigator
61
Opening the Navigator to use
64
Moving to another screen
66
Marking the status of tasks
68
The LDRPS Navigators home page

WhenyoufirstlogontoLDRPS,theNavigatorhomepage
appears.
! IfyourLDRPSAdministratorhasnotgivenyouaccessto
Navigators,youwillseethestandardLDRPShomepage.
Formoreinformation,seeChapter1,Gettingstarted.
59
LDRPS User Guide

Figure 3.1. Navigator home page
The LDRPS Navigator toolbar
TheLDRPSNavigatortoolbarisanentrypointintoallareasof
LDRPSNavigators.WhileworkinginaNavigator,theNavigator
toolbarisalwaysvisible.
IfyoudonothavesecurityrightstoanareaofLDRPS,
youwillnotbeabletoseethebuttonthataccessesthat
area.Forexample,ifyouradministratorhasnotgranted
youaccesstotheLDRPSDocumentandReportManager
area,youwillnotseetheDocumentandReportManager
buttonintheNavigatortoolbar.
60
Using a Navigator
Figure 3.2. LDRPS Navigator toolbar
button
description
Create Users
Launches the LDRPS Users screen.
Manage Data
Launches the Manage your LDRPS data

page.
Create Plans
Launches the Plan Management page.
Build Plans
Launches the LDRPS Plans screen,

where you choose the plan to work on.
Document and
Report Manager
Launches the LDRPS Document and

Report Manager screen.
Publish Plans
Launches the LDRPS Publish Plans

screen.
Screens in an LDRPS Navigator

OnceyouopenaNavigator,LDRPStakesyoutoeithera
Navigatorscreenoranentryscreen.
61
LDRPS User Guide
Navigator screens
Navigatorscreensdisplayabulletedlistoftasksyoumust
perform.Thesetasksarelistedaccordingtotheorderinwhich
youshouldperformthetasks.
Clickonabulletedsteptoaccessthescreenassociatedwiththe
task.
Figure 3.3. example of a Navigator screen
LDRPS entry screen layout

WhenworkinginaNavigator,LDRPSentryscreensconsistof
thefollowingareas:
62
instructionspane
navigationpane(seepage22)
recordsdatasheet(seepage24)
detailspane(seepage24)
Using a Navigator
Figure 3.4. example of a screen in an LDRPS Navigator
records
datasheet
details
pane
navigation
pane
instructions pane
The Navigator instructions pane

Theinstructionspanedisplaystwokindsofreference
information:InstructionsandConceptsandMethods.Youcan
togglebetweenthetwoviews,dependingonthekindof
informationyouwant.
63
LDRPS User Guide
TheInstructionsviewdisplaysastepbystepexplanationofhow
tocompletethetasks.
ClicktheConceptsandMethodslinktoaccesstheConcepts
andMethodsview.
Figure 3.5. Concepts and Methods link in Instructions view
TheConceptsandMethodsviewdisplaysinformationsuchas
whatyoushouldbethinkingaboutwhenperformingthistask,
ortipsforsuccessfulbusinesscontinuityplanning.
ClicktheInstructionslinktoaccesstheInstructionsview.
Figure 3.6. Instructions link in Concepts and Methods view
Opening the Navigator to use

OnceyouhaveloggedontoLDRPS(page18),choosethe
Navigatortoworkin.Thistaskdescribeshowtoaccessboth
standardandcustomNavigators.
64
Using a Navigator
To work on a specific plan:
1.
ClicktheBuildPlansbutton.
Navigatethroughtheplanstructuretofindtheplanto
access.
3.
HighlighttheplanandclicktheOKbutton.
2.
LDRPSdisplaysthehomepagefortheplanyou
chose.Followthespecificinstructionsonthescreen.
To perform tasks not related to a specific plan:
ClicktheCreateUsersbuttontocreateandmanage
LDRPSuseraccounts.
1.
LDRPSdisplaystheUsersscreen.Followthespecific
instructionsintherightpane.
ClicktheManageDatabuttontoenterinformation
intoLDRPS.
2.
LDRPSdisplaystheManageyourLDRPSdatapage.
Followthespecificinstructionsonthescreen.
ClicktheCreatePlansbuttontobuildyourplan
structureandcreateandmanageLDRPSplans.
3.
LDRPSdisplaysthePlanManagementpage.Follow
thespecificinstructionsonthescreen.
4.
ClicktheDocumentandReportManagerbuttonto
65
LDRPS User Guide
attachdocumentsandprintreports.
LDRPSdisplaystheDocumentandReportManager
screen.Followthespecificinstructionsintheright
pane.
ClickthePublishPlansbuttontogenerateprintable
copiesofyourplans.
5.
LDRPSdisplaysthePublishPlansscreen.Followthe
specificinstructionsintherightpane.
To access a custom Navigator:

ClicktheCustomNavigatorsbutton.
2.
HighlighttheNavigatortoaccessandclicktheOKbutton.
1.
LDRPSdisplaysthehomepagefortheNavigator
youchose.Followthespecificinstructionsonthe
screen.
Moving to another screen

TogotoanotherscreenintheNavigator,youcanusetheClose
button,thehistorybar,ortheNavigatorSnapshot.
Using the Close button

TheNavigatorClosebuttonclosesthecurrentscreenandreturns
youtothepreviousone.Italwaysappearsinthebottomrightof
thescreen.
66
Using a Navigator
Figure 3.7. the Navigator Close button
To go to the previous screen:

ClicktheNavigatorClosebutton.
Using the history bar

ThehistorybarappearsatthetopofallNavigatorandLDRPS
entryscreens.Itshowsthepathyoufollowedtogettothe
currentscreen.Youcanclickonthelinkstoreturntoaprevious
screen.
Figure 3.8. LDRPS Navigator history bar
To go to the previous screen or the screens before it:

Clicktheappropriatelinkinthehistorybar.
To return to the Navigator home page:
ClicktheHomelinkinthehistorybar.
Using the Navigator Snapshot

TheNavigatorSnapshotletsyouquicklyviewallthestepsina
Navigatorandaccessthescreenyouwanttoworkin.
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LDRPS User Guide

Figure 3.9. Navigator Snapshot window
To access a screen using the Navigator Snapshot:

1.
ClicktheSnapshotbutton.
2.
IntheSnapshotwindow,expandandcollapsethetreeto
locatethescreenyouwanttoaccess.
3.
Clickthescreentoaccess.
4.
Whenyouhavefoundthescreenyouwant,closethe
Snapshotwindow.
Marking the status of tasks
Asyouperformtasks,youcanmarkthemascomplete.
Youradministratormayexpirecertainstepsifthey
wantyoutoupdatetheinformationforthem.Whena
stepexpires,itsstatusisautomaticallymarked
incompleteagain.
68
Using a Navigator
Figure 3.10. Navigator step status checkboxes
Wheneveryoumarkastepcomplete,checkmarksreplacethe
bulletpointsontheNavigatorscreenwherethatstepappears.
Figure 3.11. Assign Tasks step, incomplete
Figure 3.12. Assign Tasks step, complete
To mark a task complete or incomplete:

1.
Onceyouhavecompletedastep,checktheThisstepis
completebox.
2.
Tomanuallychangethestatusofataskbacktoincomplete,
unchecktheThisstepiscompletebox.
Viewing your progress
LDRPSusesthenumberoftasksmarkedcompletetotrackyour
progressasapercentage.Thispercentagealsoappearsonthe
homepagenexttoeachplan.(Seepage59.)
YouradministratormayexpireaNavigatorwhenthey
wantyoutoupdateinformationinaplan.Whena
Navigatorexpires,allstepsintheNavigatorare
automaticallymarkedincompleteagain.
Figure 3.13. progress indicator
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LDRPS User Guide
70
Thischapterdescribeshowtoworkwithprocesses,applications,
andhardwareintheLDRPSdictionary.Itcoversthefollowing
tasks:
Task
Page
Understanding core components
72
Adding an application to the dictionary
73
Modifying application dependencies
75
Viewing application dependencies
76
Editing or deleting an application from the dictionary
77
Adding a hardware item to the dictionary
78
Modifying hardware dependencies
80
Viewing hardware dependencies
81
Editing or deleting a hardware item from the dictionary
83
Adding a process to the dictionary
84
Modifying process dependencies
85
Viewing process dependencies
86
Editing or deleting a business process from the

dictionary
88
Defining core
components
Tolearnhowtoassigncorecomponentstoaplan,see
Chapter8,Buildingplans.
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LDRPS User Guide
Understanding core components

Acorecomponentisanyelementthatshouldberecoveredina
disruption.Therearethreekindsofcorecomponents:processes,
applications,andhardware.
Aprocessisafunctionthatisessentialtoabusiness.Ifabusiness
processfails,orifitisinterruptedordelayedbyadisruption,
therecouldbenegativeconsequencesforyourbusiness.
Whetheraprocessisperformedhourly,daily,orannually,ifitis
somethingthatwouldrequirespecialstepstorecoveritduringa
disruption,makeitacorecomponentofyourplan.
Applicationsencompassanysoftwarethatisnotconsideredoff
theshelf.Applicationsarecomplexenoughtorequire
substantialinterventionbysomeonewhoistrainedintheuse
andimplementationoftheapplication.Examplesofapplications
includetheinteractivevoiceresponse(IVR)systemusedto
confirmhotelreservations,acustomdevelopedhealthcare
managementdatabase,oranyofftheshelfsoftwarethathas
beendrasticallymodifiedtoaccommodatetheneedsofyour
organization.
Hardwareincludesanypieceofequipmentthatisessentialtothe
operationofyourbusinessandrequiresspecialstepstorecover.
Forexample,ifyourcompanyusesaspecificservertohandle
ordersplacedovertheinternet,thatserverisanessentialpartof
yourbusinessoperations.Hardwarecouldalsoincludecomplex
machinery,suchasautomaticassemblysystems.
Understanding dependencies
Inbusinesscontinuityplanning,certaincorecomponentscan
onlyberestoredafteroneormoreothercorecomponentsare
restored.Thisinterrelationshipiscalledadependency.Anycore
componentcanbedependentuponanyothercorecomponent.
Thatis:
72
Aprocesscanbedependentonapieceofhardware,
application,oranotherprocess.
Apieceofhardwarecanbedependentonaprocess,
application,oranotherpieceofhardware.
Defining core components
Anapplicationcanbedependentonapieceofhardware,a
process,oranotherapplication.
Thefollowingareexamplesofwhatmightbecorecomponent
dependencyrelationshipsinyourorganization.
CallcenteroperationscannotberestoreduntiltheSupport
Serverisrestored.
Thepackagingdepartmentcantresumejustintime
shipmentsuntiltheshippingapplicationisinstalledand
thepackageassemblyhardwareisrestored.
Inthefirstexampleabove,notonlydoestheCallcenter
operationsprocessdependsupontheSupportServer
hardware,buttheSupportServerhardwareisalsodepended
uponbytheCallcenteroperationsprocess.Thatis,thereare
twosidestoeachdependencyrelationship:anitemiseither
dependentuponacomponent,orisdependeduponbyacomponent.
TheLDRPSDependencyMapvisuallydepictscore
componentdependencies.Seepage76,page81,andpage
86.
Sincedependenciesaffectwhetherornotoperationscanresume,
youshouldindicateallapplication,hardware,andprocess
dependenciesinLDRPS.
Adding an application to the dictionary

Applicationsarecomputerprogramsthatrequireadvanceduser
interventiontoinstallandsetup.
! LDRPSdistinguishesapplicationsfromsoftware.Toadda
pieceofsoftwaretothedictionary,seeAddingsoftware
tothedictionaryonpage130.
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LDRPS User Guide

Figure 4.1. Application Details tab of the Applications screen
To add an application to the dictionary:

1.
AccesstheApplicationsscreen:
ClicktheDictionariesbuttoninthemain
navigationbar.
Inthenavigationtree,expandtheCoreComponents
folderandclickApplications.
ClicktheNewbuttonintheApplicationDetailstoolbar.
3.
CompletethestandardLDRPSfieldsforthisapplication.
2.
Foralistoffielddefinitionsandsuggestionsfor
completingthefields,seetheLDRPSfieldsappendix.
4.
74
ClicktheSavebutton.
Modifying application dependencies
interventiontoinstallandsetup.Certainapplicationscanonly
berecoveredafterotherapplications,processes,orhardwareare
recovered.Thisinterrelationshipiscalledadependency.Identify
applicationdependenciesinLDRPS.
Tolearnmoreaboutdependencies,seeUnderstanding
dependenciesonpage72.
Figure 4.2. Records assigned to Application record window
To modify application dependencies:

1.
navigationbar.
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LDRPS User Guide
Highlighttheapplicationwhosedependenciesyouwantto
modify.
3.
BeneaththeApplicationDetailstab,clicktheAssign
Dependenciesbutton.
4.
TheRecordsassignedtoApplicationrecordwindowopens.
2.
5.
Clickthetabforthetypeofassignmenttomake:process,
hardware,orapplication.
6.
OntheAlltab,checktheboxnexttoeachitemtoassign.
7.
TosavetheseassignmentsandreturntotheApplications
screen,closetheRecordsassignedtoApplicationrecord
window.
Viewing application dependencies
interventiontoinstallandsetup.Youcanviewexisting
dependenciesforaspecificapplication.
Figure 4.3. Dependency Map tab of the Applications screen
76

To view dependencies for an application:
1.
navigationbar.
Highlighttheapplicationwhosedependenciesyouwantto
view.
3.
ClicktheDependencySummarytabtoviewacountofthe
corecomponentsuponwhichthisapplicationdepends.
2.
Tomodifyapplicationdependencies,seethe
previoustask.
4.
ClicktheDependencyMaptabtoviewagraphical
representationofthecorecomponentsthatdependupon
thisapplication,anduponwhichthisapplicationdepends.
5.
ClicktheAutoLayoutbuttonforastaticviewofthe
dependencymap.
OrclickthePlayLiveLayoutbuttonforanactiveviewof
thedependencymap.
6.
ClickthePrintbuttontoprintthedependencymap.
Editing or deleting an application from the

dictionary
interventiontoinstallandsetup.Asapplicationschangeinyour
organization,keepthemuptodateinLDRPS.Ifanapplication
isnolongerownedorusedbyyourorganization,deleteitfrom
LDRPS.
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LDRPS User Guide

To edit or delete an application from the dictionary:
1.
2.
navigationbar.
Highlighttheapplicationthatyouwanttoeditor
delete.
Toedittheapplicationrecord:
3.
ClicktheSavebutton.
Todeletetheapplicationrecord:
ClicktheYesbutton.
recordsthathavecriticalrelationshipstothe
applicationyouaretryingtodelete.Usethe
RelatedRecordsfeaturetoresolvethose
relationships.Seepage4957formore
information.
Adding a hardware item to the dictionary

Hardwarereferstoanyelectronicequipmentthatrequiresagreat
amountofefforttosetup,suchasaserver.Computersystems
thatcanbepurchasedatalocalcomputerstoreshouldnotbe
classifiedashardware,butratherasequipment.
! LDRPSdistinguisheshardwarefromequipment.Toadda
pieceofequipmenttothedictionary,seeAddingapiece
ofequipmenttothedictionaryonpage128.
78

Figure 4.4. Hardware Details tab of the Hardware screen
To add hardware to the dictionary:

1.
AccesstheHardwarescreen:
navigationbar.
folderandclickHardware.
ClicktheNewbuttonintheHardwareDetailstoolbar.
3.
CompletethestandardLDRPSfieldsforthishardware
component.
2.
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LDRPS User Guide
4.
ClicktheSavebutton.
Modifying hardware dependencies
Hardwarereferstoanyelectronicequipmentthatrequiresa
greatamountofefforttosetup,suchasaserver.Certain
hardwarecanonlyberecoveredafterotherhardware,
applications,orprocessesarerecovered.Thisinterrelationship
iscalledadependency.IdentifyhardwaredependenciesinLDRPS.
Figure 4.5. Records assigned to Hardware record window
To modify hardware dependencies:

1.
80
navigationbar.
Highlightthehardwareitemwhosedependenciesyou
wanttomodify.
3.
BeneaththeHardwareDetailstab,clicktheAssign
Dependenciesbutton.
4.
TheRecordsassignedtoHardwarerecordwindowopens.
2.
5.
6.
7.
TosavetheseassignmentsandreturntotheHardware
screen,closetheRecordsassignedtoHardwarerecord
window.
Viewing hardware dependencies
greatamountofefforttosetup,suchasaserver.Youcanview
existingdependenciesforaspecificpieceofhardware.
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LDRPS User Guide

Figure 4.6. Dependency Map tab of the Hardware screen
To view dependencies for a hardware item:

1.
navigationbar.
Highlightthehardwareitemwhosedependenciesyou
wanttoview.
3.
corecomponentsuponwhichthishardwaredepends.
2.
Tomodifyhardwaredependencies,seetheprevious
task.
4.
thishardware,anduponwhichthishardwaredepends.
5.
dependencymap.
thedependencymap.
6.
82
Editing or deleting a hardware item from the

dictionary
greatamountofefforttosetup,suchasaserver.Ashardware
needschangeinyourorganization,keepyourhardwarerecords
uptodateinLDRPS.Ifapieceofhardwareisnolongerowned
orusedbyyourorganization,deleteitfromLDRPS.
To edit or delete a hardware item from the dictionary:
2.
navigationbar.
Highlightthehardwareitemthatyouwanttoeditor
delete.
Toeditthehardwarerecord:
3.
ClicktheSavebutton.
Todeletethehardwarerecord:
ClicktheYesbutton.
1.
hardwareyouaretryingtodelete.Usethe
information.
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LDRPS User Guide
Adding a process to the dictionary

Processesaretheessentialfunctionsofabusiness.CreateLDRPS
recordsforanyprocessthatyourcompanyuses.
Figure 4.7. Process Details tab of the Processes screen
To add a process to the dictionary:

1.
2.
84
AccesstheProcessesscreen:
navigationbar.
folderandclickProcesses.
ClicktheNewbuttonintheProcessDetailstoolbar.
CompletethestandardLDRPSfieldsforthisprocess.
3.
4.
ClicktheSavebutton.
Modifying process dependencies
Certainprocessescanonlyberecoveredafterotherprocesses,
applications,orhardwarearerecovered.Thisinterrelationship
iscalledadependency.IdentifyprocessdependenciesinLDRPS.
Figure 4.8. Records assigned to Process record window
85
LDRPS User Guide

To modify process dependencies:
1.
navigationbar.
Highlighttheprocesswhosedependenciesyouwantto
modify.
3.
BeneaththeProcessDetailstab,clicktheAssignDependencies
button.
4.
TheRecordsassignedtoProcessrecordwindowopens.
2.
5.
6.
7.
TosavetheseassignmentsandreturntotheProcesses
screen,closetheRecordsassignedtoProcessrecordwindow.
Viewing process dependencies
Youcanviewexistingdependenciesforaspecificprocess.
86

Figure 4.9. Dependency Map tab of the Processes screen
To view dependencies for a process:

1.
navigationbar.
Highlighttheprocesswhosedependenciesyouwantto
view.
3.
corecomponentsuponwhichthisprocessdepends.
2.
Tomodifyprocessdependencies,seetheprevious
task.
4.
thisprocess,anduponwhichthisprocessdepends.
5.
dependencymap.
thedependencymap.
6.
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LDRPS User Guide
Editing or deleting a business process from

the dictionary
Asprocesseschangeinyourorganization,keepthemuptodate
inLDRPS.Ifaprocessisnolongerpartofyourorganization,
deleteitfromLDRPS.
To edit or delete a business process from the dictionary:
1.
2.
navigationbar.
Highlighttheprocessthatyouwanttoeditordelete.
Toedittheprocessrecord:
3.
ClicktheSavebutton.
Todeletetheprocessrecord:
ClicktheYesbutton.
processyouaretryingtodelete.UsetheRelated
Recordsfeaturetoresolvethoserelationships.
Seepage4957formoreinformation.
88
Defining people
Thischapterdescribeshowtoworkwithemployee,vendor,and
customerrecordsintheLDRPSdictionary.Itcoversthe
followingtopics:
Task
Page
Adding an employee to the dictionary
89
Editing or deleting an employee from the dictionary
91
Adding an attribute to the dictionary
92
Editing or deleting an attribute in the dictionary
94
Assign attributes to an employee
95
Adding a customer organization to the dictionary
96
Adding a representative to a customer organization
98
Editing or deleting a customer representative
99
Editing or deleting a customer organization from the

dictionary
100
Adding a vendor organization to the dictionary
102
Adding a representative to a vendor organization
103
Editing or deleting a vendor representative
105
Editing or deleting a vendor organization from the

dictionary
106
Adding an employee to the dictionary

Anemployeecanbeanyonewhoperformsworkforyour
organization,usuallyanyonewhoreceivesapaycheckfortheir
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LDRPS User Guide
timeandeffort.Employeescanbefulltimeorparttime,
permanentorcontract,andcanreceiveasalaryorhourlypay.
Youmaychoosetoclassifyanypersonthatbillsyouforworkor
servicetheyperformatyourorganizationasavendor,
dependingontherelationshipyourorganizationhasestablished
withthem.Formoreinformationonworkingwithvendorsand
vendorrepresentatives,seeAddingavendororganizationto
thedictionaryonpage102andAddingarepresentativetoa
vendororganizationonpage103.
Youwillalsousetheseemployeeswhenspecifyingcustomerand
vendorcontacts.
To add an employee to the dictionary:

1.
AccesstheEmployeesscreen:
90
Defining people
navigationbar.
Inthenavigationtree,expandthePeoplefolderand
clickEmployees.
ClicktheNewbuttonintheEmployeeDetailstoolbar.
3.
CompletethestandardLDRPSfieldsforthisemployee.
2.
4.
ClicktheSavebutton.
Editing or deleting an employee from the

dictionary
Asanemployeesinformationchanges,updatedetailsaboutthe
employeeinLDRPS.Whenemployeesnolongerworkforyour
organization,removethemfromyouremployeedictionary.Only
removeemployeeswhomyouaresurewillnotbeneededinany
futureplans.
Ifyouthinkyoumayneedtheemployeesinformationinanother
plan,unassigntheemployeefromtheplan(s)instead.Seepage
218.
To edit or delete an employee in the dictionary:
1.
2.
navigationbar.
clickEmployees.
Highlighttheemployeethatyouwanttoeditordelete.
Toedittheemployeerecord:
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LDRPS User Guide
ClicktheSavebutton.
OrclicktheCancelbuttontocancelthechangesyou
havemadeandrevertbacktothesavedrecord.
3.
Todeletetheemployeerecord:
ClicktheYesbutton.
employeeyouaretryingtodelete.Usethe
information.
Adding an attribute to the dictionary

Attributesareusedtosetadditionalinformationaboutyour
employees.
Attributescanbeusedtorespondtodisruptions,toformteams,
andtopreparetestscenarios.Herearesomeexamples.
disruption scenario
attribute
how to use this information
A snow storm has closed the

major roads to your office.
owns 4 x 4
vehicle
Essential employees who have 4 x

4 vehicles will be asked to come to
the office.
An internet virus forces you to

shut down remote access to the
local network.
telecommutes
from home
Identify tasks that can be

performed off-line, and have
telecommuters perform those.
Members of the local transit

union go on strike.
takes subway
to work
Arrange alternate transportation

for commuters.
In the case of a fire alarm,

employees must evacuate using
the stairs.
employee in
wheelchair
Evacuation drills should include

preparations for safely evacuating
people with physical limitations.
92
Defining people
disruption scenario
attribute
how to use this information
The superintendent of schools

closes all schools for the week
due to an outbreak of flu
among children.
has school-age
children
Make arrangements for these

employees to work from home.
You are forming an emergency

response team for one of your
office locations.
certified in
CPR
Make this person part of the

emergency response team.
Figure 5.2. Attributes screen
To add an attribute to the dictionary:

1.
AccesstheAttributesscreen:
navigationbar.
clickAttributes.
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LDRPS User Guide
2.
ClicktheNewbuttonintheAttributeDetailstoolbar.
3.
IntheAttributeIDfield,enteryourorganizationsunique
identifierforthisattribute.
4.
IntheAttributeNamefield,typeanamefortheattribute.
5.
IntheDescriptionfield,enterasummarydescriptionofthe
attribute.
6.
IntheAttributeTypefield,choosethetypeofattributethis
is.
7.
ClicktheSavebutton.
Editing or deleting an attribute in the

dictionary
Attributesareusedtosetadditionalinformationaboutyour
employees.Asattributeschangeorastheybecomeobsolete,you
caneditordeletethemfromyourattributedictionary.
To edit or delete an attribute in the dictionary:
1.
2.
AccesstheAttributesscreen:
navigationbar.
clickAttributes.
Highlighttheattributethatyouwanttoeditordelete.
Toedittheattribute:
ClicktheSavebutton.
94
Defining people
3.
Todeletetheattribute:
ClicktheYesbutton.
attributeyouaretryingtodelete.UsetheRelated
Assign attributes to an employee

AssignattributestoeachoftheemployeesinLDRPS.Tracking
attributescanbeusedtorespondtodisruptions,toformteams,
andtopreparetestscenarios.Forspecificexamplesofhowyou
canuseattributesinyourplans,seepage92.
Figure 5.3. Records assigned to Employee record window
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LDRPS User Guide

To assign attributes to an employee:
1.
navigationbar.
clickEmployees.
Highlighttheemployeetoassignattributesto.
ClicktheAssignAttributesbutton.
3.
TheRecordsassignedtoEmployeerecordwindowopens.
2.
4.
Checktheboxnexttoeachattributetoassignthis
employee.
Ortounassignanattribute,unchecktheboxnexttoit.
5.
ClicktheOKbuttontoreturntotheemployeerecord.
Adding a customer organization to the

dictionary
Customerorgsarethosepeopleororganizationsforwhomyou
provideaproductorservice.
Customerorgscanbeinternalorexternal.Internalcustomerorgs
arecustomersthatarepartofyourorganization;external
customerorgsarecustomersthatarenotpartofyour
organization.
CreateLDRPSrecordsforallyourcustomerorgs,thenassign
representativestothem(page98.)
96
Defining people
Figure 5.4. Customer Org Details tab of the Customer Orgs screen
To add a customer organization to the dictionary:

1.
AccesstheCustomerOrgsscreen:
navigationbar.
clickCustomerOrgs.
ClicktheNewbuttonintheCustomerOrganization
Detailstoolbar.
3.
CompletethestandardLDRPSfieldsforthiscustomer
organization.
2.
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LDRPS User Guide
4.
ClicktheSavebutton.
Adding a representative to a customer

organization
Acustomerrepresentativeisapersonthatyoucontactwhenyou
havequestionsaboutacustomerorganizationoraboutyour
relationshipwiththatorganization.Customerorganizationsmay
haveanynumberofrepresentativesassociatedwiththem.You
cancreatenewcustomerrepsatanytime.
Figure 5.5. Customer Rep Details tab of the Customer Orgs screen
To add a representative to a customer organization:

1.
98
Defining people
navigationbar.
clickCustomerOrgs.
Highlightthecustomerorganizationforwhichyou
wanttoaddacustomerrepresentative.
2.
ClicktheCustomerRepDetailstab.
3.
Ifatleastonecustomerrepresentativealreadyexistsfor
thiscustomerorganization,clicktheNewbutton( )inthe
CustomerRepDetailstoolbar.
Orifyouareaddingthefirstcustomerrepresentativeto
thiscustomerorganization,proceedtostep4.
CompletethestandardLDRPSfieldsforthiscustomer
representative:
4.
5.
ClicktheSavebutton.
Editing or deleting a customer

representative
Youcanchangedetailsaboutexistingcustomerrepresentatives
astheircontactinformationorotherdetailschange.Whena
representativeisnolongerwithacompany,youcandeletetheir
record.
To edit or delete a customer representative in the
dictionary:
1.
Accessthecustomerrepresentativerecord:
navigationbar.
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LDRPS User Guide
clickCustomerOrgs.
2.
Inthelistofcustomerorgs,expandthecustomer
organizationwhoserepresentativeyouwanttoeditor
delete.
Highlightthecustomerrepresentativetoeditordelete.
Toeditthecustomerrepresentative:
IntheCustomerRepDetailsarea,makeyourchangesto
therecord.
ClicktheSavebutton.
3.
Todeletethecustomerrepresentative:
ClicktheYesbutton.
customerrepresentativeyouaretryingtodelete.
UsetheRelatedRecordsfeaturetoresolvethose
information.
Editing or deleting a customer organization

from the dictionary
Youcanchangedetailsaboutexistingcustomerorgsastheir
locationsorlinesofbusinesschange.Whenacustomerorgisno
longeraffiliatedwithyourcompany,youcandeletetheirrecord.
100
Defining people
To edit or delete a customer organization in the
dictionary:
1.
2.
navigationbar.
clickCustomerOrgs.
Highlightthecustomerorganizationthatyouwantto
editordelete.
Toeditthecustomerorganization:
ClicktheSavebutton.
Todeletethecustomerorganization:
ClicktheYesbutton.
3.
customerorganizationyouaretryingtodelete.
information.
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LDRPS User Guide
Adding a vendor organization to the

dictionary
Avendororgisanindividualorcompanywhoprovidesgoodsor
servicestoanorganization.CreateLDRPSrecordsforallyour
vendororgs,thenassignrepresentativestothem(page103.)
Figure 5.6. Vendor Org Details tab of the Vendor Orgs screen
To add a vendor organization to the dictionary:

1.
102
AccesstheVendorOrgsscreen:
navigationbar.
clickVendorOrgs.
Defining people
ClicktheNewbuttonintheVendorOrgDetailstoolbar.
3.
CompletethestandardLDRPSfieldsforthisvendororg.
2.
4.
ClicktheSavebutton.
Adding a representative to a vendor

organization
Avendorrepresentativeisapersonthatyoucontactwhenyou
havequestionsaboutavendororganizationoraboutyour
relationshipwiththatorganization.Vendororganizationsmay
haveanynumberofrepresentativesassociatedwiththem.You
cancreatenewvendorrepsatanytime.
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LDRPS User Guide

Figure 5.7. Vendor Rep Details tab of the Vendor Orgs screen
To add a vendor representative to the dictionary:

1.
AccesstheVendorOrgsscreen:
navigationbar.
clickVendorOrgs.
Highlightthevendororganizationforwhichyouwant
toaddavendorrepresentative.
2.
ClicktheVendorRepDetailstab.
3.
Ifatleastonevendorrepresentativealreadyexistsforthis
vendororganization,clicktheNewbutton( )inthe
VendorRepDetailstoolbar.
Orifyouareaddingthefirstvendorrepresentativetothis
104
Defining people
vendororganization,proceedtostep4.
CompletethestandardLDRPSfieldsforthisvendor
representative.
4.
5.
ClicktheSavebutton.
Editing or deleting a vendor representative

Youcanchangedetailsaboutexistingvendorrepresentativesas
theircontactdetailsorbillinginformationchanges.Whena
vendorrepresentativenolongerworkswithavendororg,you
candeletetheirrecord.
To edit or delete a vendor representative in the
dictionary:
1.
2.
AccesstheVendorRepsscreen:
navigationbar.
clickVendorOrgs.
Inthelistofvendororgs,expandthevendor
organizationwhoserepresentativeyouwanttoeditor
delete.
Highlightthevendorrepresentativetoeditordelete.
Toeditthevendorrepresentative:
IntheVendorRepDetailsarea,makeyourchangesto
therecord.
ClicktheSavebutton.
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LDRPS User Guide
3.
Todeletethevendorrepresentative:
ClicktheYesbutton.
vendorrepresentativeyouaretryingtodelete.
information.
Editing or deleting a vendor organization

from the dictionary
Youcanchangedetailsaboutexistingvendororgsastheir
locationsorlinesofbusinesschange.Whenavendororgisno
longeraffiliatedwithyourcompany,youcandeletetheirrecord.
To edit or delete a vendor organization in the dictionary:
1.
2.
Accessthevendororganizationtomodify:
navigationbar.
clickVendorOrgs.
Highlightthevendororganizationthatyouwantto
editordelete.
Toeditthevendororganization:
ClicktheSavebutton.
106
Defining people
Todeletethevendororganization:
ClicktheYesbutton.
3.
vendororganizationyouaretryingtodelete.Use
theRelatedRecordsfeaturetoresolvethose
information.
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LDRPS User Guide
108
Setting up logistics
Thischapterdescribeshowtoworkwithlocations,teams,and
tasksintheLDRPSdictionary.Itcoversthefollowingtopics:
Task
Page
Adding a location to the dictionary
109
Editing or deleting a location from the dictionary
111
Assigning resources to a location
112
Adding a team to the dictionary
114
Adding a position to a team in the dictionary
116
Editing or deleting a position on a team in the

dictionary
117
Editing or deleting a team from the dictionary
118
Adding a task to the dictionary
119
Adding a subtask to a task in the dictionary
121
Editing or deleting a subtask from a task in the

dictionary
122
Editing or deleting a task from the dictionary
123
Adding a location to the dictionary

Locationsarephysicalareaswhereyouconductbusiness,or
whereyoucouldconductbusinessintheeventofadisruption.
Youcanalsouselocationstodefineyourhotsitesoranyother
alternatelocationwhererecoverytakesplace.
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LDRPS User Guide
Locationsmayincludewarehousesorofficebuildings;alocation
canrefertoasinglefloorofabuilding,anentirebuilding,or
evenagroupofbuildingsorcorporatecampus.
Youcanalsoassignresourcestoalocation.Forexample,you
mightwanttoindicatethekindsofresourcesthatareavailable
orarestoredatalocation,orthekindsofresourcesthatyouwill
needtohaveinordertorecoverthelocation.Seepage112for
moreinformationonassigningresources.
Figure 6.1. Location Details tab of the Locations screen
To add a location to the dictionary:

1.
110
AccesstheLocationsscreen:
navigationbar.
Inthenavigationtree,expandtheLogisticsfolderand
clickLocations.
2.
CompletethestandardLDRPSfieldsforthislocation.
3.
ClicktheNewbuttonintheLocationDetailstoolbar.
4.
ClicktheSavebutton.
Editing or deleting a location from the

dictionary
UseLDRPStoupdatelocationdetailsastheychange.When
locationsarenolongerpartofyourorganization,deleteyour
recordofthem.
To edit or delete a location in the dictionary:
1.
2.
Accessthelocationtoeditordelete:
navigationbar.
clickLocations.
Inthedatasheet,highlightthelocationtoeditordelete.
Toeditthelocation:
ClicktheSavebutton.
3.
Todeletethelocation:
ClicktheYesbutton.
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LDRPS User Guide
locationyouaretryingtodelete.UsetheRelated
Assigning resources to a location

Youcanassignassets,documents,equipment,software,
supplies,telecom,vitalrecordsandworkstationstoalocation.
Foreachresourceyouassign,setthequantityoftheresource
thatisavailableatthatlocation.
Assigningresourcestoalocationwillhelpyouinarecovery
situationbyallowingyoutodecideifalocationhasthe
resourcesyouneedtorecoveroperations.Oryoucanusethe
informationtospecificallyidentifywhatresourcesyoumayhave
lostifalocationisdestroyed.
Unassignresourcesthatarenolongerrequiredoravailableata
location.
112
Figure 6.2. Records assigned to Location record window
To assign resources to a location:

1.
Accessthelocationtoassignresourcesto:
navigationbar.
clickLocations.
Inthedatasheet,highlightthelocationtoassign
resourcesto.
2.
ClicktheAssignResourcesbutton.
3.
IntheRecordsassignedtoLocationwindow,clickthetabfor
thetypeofresourcetoassign:Assets,Equipment,Software,
113
LDRPS User Guide
Supplies,Telecom,VitalRecords,orWorkstations.
Eachresourcetabhastwosubtabs:AssignedandAll.
TheAssignedsubtabshowsresourcesthatare
assignedtothislocation.TheAllsubtabshowsboth
assignedandunassignedresources.
4.
Checktheboxnexttoanyresourceyouwanttoassignto
thislocation.
Orunchecktheboxnexttoanyresourcethatyouwantto
unassign.
5.
Tosetassignmentspecificdetailsforaresource:
Highlighttheresource.
ClicktheAssignmentSpecificDetailstab.
IntheQuantityfield,enterthequantityofthisresource
thatisrequiredforthislocation.
6.
ClicktheSavebutton.
ClosetheRecordsassignedtoLocationwindow.
Adding a team to the dictionary

Ateamisanygroupofindividualswhoworktogethertofulfill
anobjective.UseLDRPStorecordtheteamsthatyour
organizationrequires.
Youcanalsocreatethepositionsthatmakeuptheteam(page
116.)
114
Figure 6.3. Team Details tab of the Teams screen
To add a team to the dictionary:

1.
2.
navigationbar.
clickTeams.
ClicktheNewbuttonintheTeamDetailstoolbar.
CompletethestandardLDRPSfieldsforthisteam.
3.
AccesstheTeamsscreen:
4.
ClicktheSavebutton.
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LDRPS User Guide
Adding a position to a team in the dictionary

Allteamsarecreatedwithonedefaultposition:teamleader.
Dependingontheneedsoftheteamandonthetaskstheteamis
requiredtocomplete,youmaywanttoaddotherpositionsthat
willberesponsibleforthosetasks.Youcanassignpeopleto
positionswithinaplan(page207)andspecifythesubtasksa
positionperforms(page205.)
Figure 6.4. Position Details tab of the Teams screen
To add a position to a team in the dictionary:

1.
116
AccesstheTeamsscreen:
navigationbar.
clickTeams.
Inthedatasheet,clicktheplus(+)buttonexpandthe
teamyouwanttoaddapositionto.
ClickthePositionNamecolumninthedatasheetthat
appearsunderthisteam.
2.
3.
ClicktheNewbuttoninthePositionDetailstoolbar.
Setdetailsfortheposition:
IntheNameandDescriptionfields,enterauniquename
andadescriptionforthisteamposition.
IntheApprovalLimitfield,entertheamountofmoney
thispositionisauthorizedtospendduringadeclared
event.
InthePriorityfield,indicatethepriorityofthisposition
onthisteam.
IntheCriticalfield,indicatewhetherthispositionis
criticaltorecovery.
4.
ClicktheSavebutton.
Editing or deleting a position on a team in

the dictionary
Astheneedsofyourcompanychange,soshouldyourteams.
Overtime,youmayfindthatyourteamsrequiremoreorfewer
teampositionstofulfillrecoverytasks.Iftheydo,editanddelete
existingpositionsinLDRPS.
Youcannotdeletethedefaultteamleaderposition,unlessyou
deletetheentireteam.SeeEditingordeletingateamfromthe
dictionaryonpage118.
To edit or delete a position on a team in the dictionary:
1.
Accesstheteamfromwhichtoeditordeleteaposition:
117
LDRPS User Guide
navigationbar.
2.
clickTeams.
Inthedatasheet,clicktheplus(+)buttontoexpandthe
teamthatthepositionbelongsto.
Highlightthepositiontoeditordelete.
Toedittheposition:
ClicktheSavebutton.
3.
Todeletetheposition:
ClicktheYesbutton.
teampositionyouaretryingtodelete.Usethe
information.
Editing or deleting a team from the

dictionary
UseLDRPStoupdateteamdetailsastheychange,andtodelete
teamsyounolongerneedforrecovery.
118
To edit or delete a team in the dictionary:
1.
2.
Accesstheteamtoeditordelete:
navigationbar.
clickTeams.
Inthedatasheet,highlighttheteamtoeditordelete.
Toedittheteam:
ClicktheSavebutton.
3.
Todeletetheteam:
ClicktheYesbutton.
teamyouaretryingtodelete.UsetheRelated
Adding a task to the dictionary

Tasksarefunctionsperformedwiththepurposeoffulfillingan
objective.UseLDRPStodocumentthedetailsofallthetasks
yourcompanyusestorecoverprocesses,applications,and
hardware.Thenoptionallycreatesubtaskswithinthetaskusing
theinstructionsinAddingasubtasktoataskinthedictionary
onpage121.
119
LDRPS User Guide

Figure 6.5. Task Details tab of the Tasks screen
To add a task to the dictionary:

1.
2.
120
AccesstheTasksscreen:
navigationbar.
clickTasks.
ClicktheNewbuttonintheTaskDetailstoolbar.
3.
IntheTaskIDfield,entertheorganizationsunique
identifierforthistask.
4.
IntheNameandDescriptionfields,enterauniquenameand
adetaileddescriptionofthetask.
5.
IntheTaskTypefield,choosethetypeoftaskthatthisis.
6.
7.
IntheEstimatedDurationfield,entertheapproximate
amountoftimeitshouldtaketocompleteallthesubtasks
withinthistask.
ClicktheSavebutton.
Adding a subtask to a task in the dictionary

Asubtaskisafurtherdivisionoftasks,thosefunctionsperformed
withthepurposeoffulfillinganobjective.Dividelargetasksinto
smaller,moremeaningfulsubtasks.Youcanassignteam
positionstoperformsubtaskswithinspecificplans(page205.)
Expandindividualtasksinthedatasheettoviewalistof
subtasks.
Figure 6.6. Subtask Details tab of the Tasks screen
121
LDRPS User Guide

To add a subtask to a task in the dictionary:
1.
2.
AccesstheTasksscreen:
navigationbar.
clickTasks.
Inthedatasheet,highlightthetasktowhichyouwant
toaddasubtask.
ClicktheSubtaskDetailstab.
Ifasubtaskishighlightedinthistask,clicktheNewbutton
( )intheSubtaskDetailstoolbar.
Otherwise,proceedtostep3.
CompletethestandardLDRPSfieldsforthissubtask.
3.
4.
ClicktheSavebutton.
Editing or deleting a subtask from a task in

the dictionary
Asubtaskisafurtherdivisionoftasks,thosefunctions
performedwiththepurposeoffulfillinganobjective.As
subtaskschangewithinatask,updateLDRPS.Deletesubtasks
thatarenolongernecessary.
subtasks.
122
To edit or delete a subtask from a task in the dictionary:
1.
2.
Accessthetaskfromwhichtoeditordeleteasubtask:
navigationbar.
clickTasks.
Inthedatasheet,clickthe(+)buttontoexpandthetask
thatthesubtaskispartof.
Highlightthesubtasktoeditordelete.
Toeditthesubtask:
ClicktheSavebutton.
3.
Todeletethesubtask:
ClicktheYesbutton.
subtaskyouaretryingtodelete.UsetheRelated
Editing or deleting a task from the

dictionary
Ataskisafunctionperformedwiththepurposeoffulfillingan
objective.Astaskschange,updateLDRPS.Deletetasksthatare
nolongernecessary.
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LDRPS User Guide

To edit or delete a task in the dictionary:
1.
2.
Accessthetasktoeditordelete:
navigationbar.
clickTasks.
Inthedatasheet,highlightthetasktoeditordelete.
Toeditthetask:
3.
ClicktheSavebutton.
Todeletethetask:
ClicktheYesbutton.
recordsthathavecriticalrelationshipstothetask
youaretryingtodelete.UsetheRelatedRecords
featuretoresolvethoserelationships.Seepage
4957formoreinformation.
124
Setting up resources
Resourcesincludeassets,documents,equipment,software,
supplies,telecom,vitalrecords,andworkstations.Thischapter
coversthefollowingtopicsaboutworkingwithresourcerecords:
Task
Page
Adding an asset to the dictionary
126
Editing or deleting an asset from the dictionary
127
Adding a piece of equipment to the dictionary
128
Editing or deleting a piece of equipment from the

dictionary
129
Adding software to the dictionary
130
Editing or deleting software from the dictionary
132
Adding supplies to the dictionary
133
Editing or deleting supplies from the dictionary
134
Adding a telecom item to the dictionary
135
Editing or deleting a telecom item from the dictionary
136
Assigning resources to a telecom item
137
Adding a vital record to the dictionary
139
Editing or deleting a vital record from the dictionary
141
Adding a workstation to the dictionary
142
Assigning resources to a workstation
143
Editing or deleting a workstation from the dictionary
145
125
LDRPS User Guide
Adding an asset to the dictionary

Assetsarethoseitemsofmonetaryvaluethatyourcompany
owns,suchasfurniture,inventory,orrealestate.Yourcompany
mayalsorefertotheseitemsasfixedassets.Createrecordsin
LDRPSofallyourassets.
Figure 7.1. Assets screen
To add an asset to the dictionary:

1.
2.
126
AccesstheAssetsscreen:
navigationbar.
Inthenavigationtree,expandtheResourcesfolderand
clickAssets.
ClicktheNewbuttonintheAssetDetailstoolbar.
CompletetheLDRPSstandardfieldsforthisasset.
3.
4.
ClicktheSavebutton.
Editing or deleting an asset from the

dictionary
owns,suchasfurniture,inventory,orrealestate.Asyour
ownershipofanassetchanges,modifyitsrecordordeleteit
fromLDRPS.
To edit or delete an asset from the dictionary:
1.
2.
AccesstheAssetsscreen:
navigationbar.
clickAssets.
Highlighttheassetthatyouwanttoeditordelete.
Toedittheassetrecord:
ClicktheSavebutton.
3.
Todeletetheassetrecord:
ClicktheYesbutton.
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LDRPS User Guide
assetyouaretryingtodelete.UsetheRelated
Adding a piece of equipment to the

dictionary
Equipmentcandescribeanyitemthatisusedaspartofbusiness
operations,suchaspostagemetersordesktopprinters,orany
otheritemthatdoesntinvolvemuchsetup.
! Notethedifferencebetweenequipmentandhardware.For
moreinformation,seepage78.
Figure 7.2. Equipment screen
128
To add a piece of equipment to the dictionary:
1.
AccesstheEquipmentscreen:
navigationbar.
clickEquipment.
2.
CompletethestandardLDRPSfieldsforthispieceof
equipment.
3.
ClicktheNewbuttonintheEquipmentDetailstoolbar.
4.
ClicktheSavebutton.
Editing or deleting a piece of equipment

from the dictionary
operations,suchaspackagingmachinesordesktopprinters.
UpdateLDRPSwhenevertherearechangestoyourequipment,
anddeleteequipmentthatisnolongerused.
To edit or delete a piece of equipment from the
dictionary:
1.
AccesstheEquipmentscreen:
navigationbar.
clickEquipment.
Highlightthepieceequipmentthatyouwanttoeditor
delete.
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LDRPS User Guide
2.
Toedittheequipmentrecord:
ClicktheSavebutton.
3.
Todeletetheequipmentrecord:
ClicktheYesbutton.
equipmentyouaretryingtodelete.Usethe
information.
Adding software to the dictionary

Softwarereferstoanycomputerprogramthatcanbeobtained
easily,suchasfromanofficesupplyorelectronicsstore,andthat
requiresonlybasicuserinterventiontoinstallandsetup.Some
companiesrefertosoftwareasofftheshelfsoftware,sinceit
canbefoundforsaleonstoreshelves.
! LDRPSdistinguishessoftwarefromapplications.Formore
information,seepage73.
130
Figure 7.3. Software screen
To add software to the dictionary:

1.
AccesstheSoftwarescreen:
navigationbar.
clickSoftware.
ClicktheNewbuttonintheSoftwareDetailstoolbar.
3.
CompletethestandardLDRPSfieldsforthissoftware.
2.
4.
ClicktheSavebutton.
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LDRPS User Guide
Editing or deleting software from the

dictionary
requiresonlybasicuserinterventiontoinstallandsetup.As
yourcompanyssoftwareneedschange,editordeletethose
records.
To edit or delete software from the dictionary:
1.
2.
AccesstheSoftwarescreen:
navigationbar.
clickSoftware.
Highlightthesoftwarethatyouwanttoeditordelete.
Toeditthesoftwarerecord:
ClicktheSavebutton.
3.
Todeletethesoftwarerecord:
ClicktheYesbutton.
softwareyouaretryingtodelete.UsetheRelated
132
Adding supplies to the dictionary

Suppliesarethosematerialsthatacompanykeepsonhandtobe
usedastheyareneeded.Printercartridgesandflashlightsare
examplesofsupplies.Recordyourcompanyssuppliesin
LDRPS.
Figure 7.4. Supplies screen
To add supplies to the dictionary:

1.
2.
AccesstheSuppliesscreen:
navigationbar.
clickSupplies.
ClicktheNewbuttonintheSupplyDetailstoolbar.
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LDRPS User Guide
CompletethestandardLDRPSfieldsforthissupplyitem.
3.
4.
ClicktheSavebutton.
Editing or deleting supplies from the

dictionary
Suppliesarethosematerialsthatacompanykeepsonhandtobe
usedastheyareneeded.Edityourrecordsofsupplies,and
deleterecordsofsuppliesyourcompanynolongerneedstokeep
onhand.
To edit or delete supplies from the dictionary:
1.
2.
AccesstheSuppliesscreen:
navigationbar.
clickSupplies.
Highlightthesupplythatyouwanttoeditordelete.
Toeditthesupplyrecord:
ClicktheSavebutton.
3.
Todeletethesupplyrecord:
134
ClicktheYesbutton.
supplyyouaretryingtodelete.UsetheRelated
Adding a telecom item to the dictionary

Telecomincludesanysystemordevicethatisusedinthe
electricalorelectronictransmissionofinformation.Create
recordsinLDRPSforallofyourtelecomitems.
Figure 7.5. Telecom Details tab of the Telecom screen
135
LDRPS User Guide

To add a telecom item to the dictionary:
1.
AccesstheTelecomscreen:
navigationbar.
clickTelecom.
CompletethestandardLDRPSfieldsforthistelecomunit.
2.
ClicktheNewbuttonintheTelecomDetailstoolbar.
3.
ClicktheSavebutton.
Editing or deleting a telecom item from the

dictionary
electricalorelectronictransmissionofinformation.Modify
detailsaboutexistingtelecomitems,ordeletetelecomitemsyou
nolongeruse.
To edit or delete a telecom item from the dictionary:
1.
136
navigationbar.
clickTelecom.
Highlightthetelecomrecordthatyouwanttoeditor
delete.
2.
Toeditthetelecomrecord:
ClicktheSavebutton.
3.
Todeletethetelecomrecord:
ClicktheYesbutton.
telecomrecordyouaretryingtodelete.Usethe
information.
Assigning resources to a telecom item

Youcanassignequipmentandalternatetelecomtoatelecom
item.
137
LDRPS User Guide

Figure 7.6. Records assigned to Telecom record window
To assign resources to a telecom item:

1.
navigationbar.
clickTelecom.
Highlightthetelecomrecordthatyouwanttoassign
resourcesto.
3.
TheRecordsassignedtoTelecomwindowopens.
2.
138
4.
Clickthetabforthetypeofresourcetoassign:Equipmentor
AlternateTelecom.
5.
thistelecomitem.
6.
Tosetassignmentspecificdetailsforanassignedresource:
ClicktheassignmentspecificDetailstab.
thatisrequiredforthistelecomitem.
ChecktheRequiredforRecoveryboxifthisresource
needstobeavailableforrecoveryoperations.
7.
ClicktheSavebutton.
ClosetheRecordsassignedtoTelecomwindow.
Adding a vital record to the dictionary
Anyinformationresourcethatyourcompanykeepsaboutits
businesscanbeconsideredavitalrecord,specificallyitemsthat
areconsideredessentialtodailyoperations,suchasthe
employeehandbook,customercontracts,orstandardoperating
procedures.
Ifarecordordocumentisusedonlyinsupportofsite
eventmanagementoperations,thenattachitasa
documentinLDRPS.Fordetails,seeAddinga
documentonpage244.
Ifateammemberrequiresacertainvitalrecordsoonerthanthe
normalrecoverytimeframewouldallow,thenthevitalrecord
shouldbestoredwhereitcanbeobtainedquickly.Thismaybe
thecaseif,forexample,thevitalrecordisrequiredinorderto
performthefirstrecoverytask.
Securecopiesofallvitalrecordsoffsitetoensuretheir
availabilityafteraworkdisruption.
139
LDRPS User Guide
Vitalrecordsmaybeofvaryingmediatypes.Forexample,you
maykeepacdthatcontainsaphotodirectoryofallemployees,a
dvdofafacilitywalkthrough,andprintedcopiesofinsurance
forms.
Figure 7.7. Vital Records screen
To add a vital record to the dictionary:

1.
140
AccesstheVitalRecordsscreen:
navigationbar.
clickVitalRecords.
ClicktheNewbuttonintheVitalRecordDetails
toolbar.
CompletethestandardLDRPSfieldsforthisvitalrecord.
2.
3.
ClicktheSavebutton.
Editing or deleting a vital record from the

dictionary
Anydocumentationthatyourcompanykeepsaboutitsbusiness
maybeconsideredavitalrecord.UseLDRPStoupdatedetails
aboutvitalrecords,andtodeletevitalrecordsthatyounolonger
need.
To edit or delete a vital record from the dictionary:
1.
2.
AccesstheVitalRecordsscreen:
navigationbar.
clickVitalRecords.
Highlightthevitalrecordthatyouwanttoeditor
delete.
Toeditthevitalrecord:
ClicktheSavebutton.
3.
Todeletethevitalrecord:
ClicktheYesbutton.
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LDRPS User Guide
recordsthathavecriticalrelationshipstothevital
recordyouaretryingtodelete.UsetheRelated
Adding a workstation to the dictionary

Aworkstationisanareasuchasanoffice,cubicle,ordesk,where
asinglepersoncouldperformworkfunctions.Youcanassign
assets,equipment,software,supplies,telecom,andvitalrecords
toaworkstation.Createrecordsforallworkstationsyour
companyuses.
Figure 7.8. Workstation Details tab of the Workstations screen
142
To add a workstation to the dictionary:
1.
navigationbar.
clickWorkstation.
ClicktheNewbuttonintheWorkstationDetails
toolbar.
CompletethestandardLDRPSfieldsforthisworkstation.
2.
AccesstheWorkstationsscreen:
3.
ClicktheSavebutton.
Assigning resources to a workstation

supplies,teams,telecom,andvitalrecordstoaworkstation.
143
LDRPS User Guide

Figure 7.9. Records assigned to Workstation record window
To assign resources to a workstation:

1.
2.
144
Accessthelocationtoassignresourcesto:
navigationbar.
clickWorkstations.
Inthedatasheet,highlighttheworkstationtoassign
resourcesto.
TheRecordsassignedtoWorkstationwindowopens.
3.
4.
Clickthetabforthetypeofresourcetoassign:Assets,
Documents,Equipment,Software,Supplies,Teams,Telecom,or
VitalRecords.
5.
thisworkstation.
6.
Tosetassignmentspecificdetailsforanassignedresource:
ClicktheassignmentspecificDetailstab.
ChecktheRequiredforRecoveryboxifthisresource
needstobeavailableforrecoveryoperations.
thatisrequiredforthisworkstation.
7.
ClicktheSavebutton.
ClosetheRecordsassignedtoWorkstationwindow.
Editing or deleting a workstation from the

dictionary
Aworkstationisanareasuchasanoffice,cubicle,ordesk,
whereasinglepersoncouldperformworkfunctions.Edit
workstationrecords,anddeleteworkstationsyounolongeruse.
To edit or delete a workstation from the dictionary:
1.
AccesstheWorkstationsscreen:
navigationbar.
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LDRPS User Guide
2.
clickWorkstation.
Highlighttheworkstationthatyouwanttoeditor
delete.
Toedittheworkstationrecord:
ClicktheSavebutton.
3.
Todeletetheworkstationrecord:
ClicktheYesbutton.
workstationyouaretryingtodelete.Usethe
information.
146
Building plans
ThischapterdescribeshowtobuildLDRPSplans,includinghow
toassignrecordstoaplan,andhowtocreatenewrecordswithin
aplan.Itcoversthefollowingtopics:
Task
Page
Opening a plan
148
Defining plan details
149
Working with plan accountabilities
159
Understanding plan assignments
161
Assigning core components to a plan
162
Assigning people to a plan
168
Assigning resources to a plan
176
Assigning logistics to a plan
196
Adding a new item to a plan
211
Editing or deleting any record within a plan
217
Unassigning items from a plan
218
Printing the current plan
219
Viewing a published plan
220
147
LDRPS User Guide
Opening a plan
Beforeyoucanbeginbuildingormodifyingaplan,youmust
firstopentheplaninLDRPS.
Tolearnaboutcreatinganddeletingplans,seethe
AdministratorGuide.
Figure 8.1. Plan Details screen
To open an LDRPS plan:
1.
ClicktheBuildPlansbutton.
Or,ifyouareworkinginaplan,clicktheChangePlans
button.
2.
148
Expandtheplanstructurefolderstolocatetheplan.
Building plans
3.
Inthelistofplansintherecordsdatasheet,highlightthe
plantoopen.
4.
ClicktheOpenPlanbuttoninthedetailsarea.
Defining plan details

Createanoverviewofthisplan.
Defining the plans purpose and

objectives
Yourplanspurposeshouldbebasedonthetypeofplanyouare
creating.Forexample,youmaybeginyourpurposestatement
withRecoverthedatacenterorResumeResearchand
Developmentoperations.
Yourplansobjectivesshoulddescribewhatoutcomesyouexpect
fromputtingtheplanintoaction.Includetheareasthatshould
berecoveredandanyscenariosthisplanshouldaddress,if
known.Describewhatthepenaltiesmightbefornotsuccessfully
executingtheplan.
Ifyouhavealreadydocumentedthisinformationin
anotherfile,considerpastingthetextfromthat
documentintothefieldsonthisscreen.
149
LDRPS User Guide

Figure 8.2. Plan Objectives screen
To define the plans purpose and objectives:

Opentheplan.
1.
SeeOpeningaplanonpage148fordetails.
2.
ClickObjectivesinthetree.
3.
InthePurposefield,describethepurposeofthisplan.
4.
IntheObjectivesfield,describetheoutcomesyouexpect
fromputtingtheplanintoaction.
5.
150
ClicktheSavebutton.
Building plans
Defining the plans scope and

assumptions
Specifytherangeofresourcesorsitesthisplanshouldprotector
recoverandtheeventstowhichitshouldrespond.Clearly
definethelimitsoftheplan,anddescribehowandtowhomyou
willescalateeventsiftheimpactsreachbeyondtheplanscope.
Identifytheassumptionsonwhichtheplanscopeisbased,such
as:
availabilityofexperiencedstaff,supportingresources
ortechnology,
accesstoalternatelocations,
supportfromlocalauthorities,and
successfulexecutionofrelatedplans.
151
LDRPS User Guide

Figure 8.3. Plan Scope/Assumptions screen
To define the plans scope and assumptions:

Opentheplan.
1.
2.
ClickScope/Assumptionsinthetree.
3.
IntheScopefield,summarizewhatthisplanwillrecover.
4.
IntheAssumptionsfield,enteranylimitations,precautions,
orexistingarrangementsthatthisplantakesintoaccount.
5.
ClicktheSavebutton.
Defining the plans execution strategies

Describehowyouwilleffectivelyrespondtotheeventandto
whatextentyouwillbeabletomitigate,contain,orcontrolthe
152
Building plans
impactsassociatedwithanevent.Considerhowsoonafteran
interruptionyourstrategymustbeimplemented.
Noteanyrisksordeficienciesinyourpreparationsthatcould
compromisethisstrategyseffectiveness.Predictoutcomesifall
preparationsintheplanaresuccessfullyexecuted.
Figure 8.4. Plan Strategies screen
To define the plans strategies:

Opentheplan.
1.
2.
ClickStrategiesinthetree.
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LDRPS User Guide
3.
IntheStrategiesUsedfield,describehowyouwillrespond
toanevent.
4.
ClicktheSavebutton.
Defining the plans activation criteria

and procedures
Definethecircumstancesunderwhichthisplanshouldbe
activated.Generally,plansshouldonlybeactivatedwhenyour
standardoperatingprocedures(SOPs)cannothandletheimpact
oftheeventononeormoreprocesses,applications,orhardware.
Describetheproceduresforactivatingaplan,suchasconsulting
theplanactivationteamandadministeringadeclarationof
disaster.
154
Building plans
Figure 8.5. Plan Activation screen
To define the plans activation criteria and procedure:

Opentheplan.
1.
2.
ClickPlanActivationinthetree.
3.
IntheActivationCriteriafield,definethecircumstances
underwhichthisplanshouldbeactivated.
4.
IntheActivationProcedurefield,entertheproceduresthat
shouldbefollowedinactivatingtheplan.
5.
ClicktheSavebutton.
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LDRPS User Guide
Defining the plans maintenance

schedule
Dependingonthetypeofeventsyouplanfor,yourmaintenance
schedulemayvary.Forexampleyoumaywanttoperform
maintenancetasksattheendofhurricaneseason,oratthestart
ofeveryquarter.
Describethecircumstancesunderwhichunscheduledplan
maintenanceshouldbeperformed,suchasanytimeour
businessunittakesonownershipofanewprocess.
Figure 8.6. Plan Maintenance screen
156
Building plans
To define the plans maintenance schedule:
Opentheplan.
1.
2.
ClickMaintenanceinthetree.
3.
IntheRequirementsSchedulefield,entertheschedule
followedforperformingplanmaintenancetasks.
4.
IntheUnscheduledEventsfield,describethetypesof
circumstancesthatshouldinitiatemaintenancetasksthat
arenotscheduled.
5.
ClicktheSavebutton.
Defining the plans testing schedule

Regularplantestingletsyouverifythevalidityofyourplan,and
ensuresthatteammembersunderstandtheirroleintheplans
success.Performmorefrequenttestsonareasofyourplanthat
regularlychange.
Alsodescribethecircumstancesunderwhichunscheduledplan
testsshouldoccur,suchasanytimethatanewteammember
joinstheemergencyresponseteam.
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Figure 8.7. Plan Testing screen
To define the plans testing schedule:

Opentheplan.
1.
2.
ClickTestinginthetree.
3.
IntheRequirementsSchedulefield,entertheschedule
followedforperformingplantests.
4.
IntheUnscheduledEventsfield,describethetypesof
circumstancesthatshouldinitiateteststhatarenot
scheduled.
5.
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ClicktheSavebutton.
Building plans
Working with plan accountabilities

Yourplanningteammayconsistofseveraldifferentpeople.Use
planaccountabilitiestodescribeeachpersonsresponsibilityto
thesuccessoftheplan.ThenassignspecificLDRPSuser
accountstoeachoftheaccountabilities.LDRPSincludesthe
followingstandardaccountabilities:
Builder
Develops the plan. May delegate certain areas of the

plan building to Experts.
Expert
Contributes to the creation of the plan. Provides expert

knowledge in one or more areas of the organization,
industry, or business continuity. May be a business unit
or area manager.
Reviewer
Verifies the accuracy, validity, or completeness of the

information contained in the plan. May also ensure that
the plan is ready for an official audit.
Owner
Oversees the business continuity planning (BCP)

process or plan. Is responsible for managing changes to
the plan and for ensuring that the plan is kept current.
In a smaller organization, the Owner may also be the
Builder.
Executive
An executive-level manager who is ultimately

accountable for the success of the BCP program. May be
considered the sponsor or champion of the BCP program
at the organization. Usually must deliver updates on the
status of business continuity to other executive officers
and board members.
Auditor
Verifies that the plan meets corporate and industry

planning regulations.
Assigning or unassigning a person to a

plan accountability
IdentifythespecificLDRPSuseraccountsthatfulfilleachofyour
planningteamaccountabilities.
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To assign or unassign an accountability:
Opentheplan.
1.
2.
ExpandtheAccountabilitiesheadinginthenavigationtree.
3.
Inthetree,highlighttheaccountabilitytoassignor
unassign.
4.
Toassignauseraccount:
ClicktheAlltab.
Checktheboxnexttoeachaccounttoassign.
Tounassignauseraccount:
Unchecktheboxnexttotheaccounttounassign.
5.
recordsthathavecriticalrelationshipstotheuser
accountyouareattemptingtounassign.Usethe
information.
6.
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ThePlanAccountabiltyDetailstaballowsyoutospecify
whenauserassignedtoanaccountabilityshouldreceivee
mailnotificationofeventsthatimpacttheplan.
CheckingNotifyonImportmeanstheuserwillreceive
anemailwhenanimportupdatesthisplan.
CheckingNotifyonExpirationmeansthepersonwill
receiveanemailwhenastepwithinanavigator
assignedtothisplanexpiresandbecomesunchecked.
CheckingNotifyonPublishmeansthepersonwill
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receiveanemailwhenthisplanispublished.
Toreceivenotification,usersmusthaveanemail
addressassociatedwiththeiruseraccountsin
Security.
Understanding plan assignments

Assigningitemstoacorecomponentallowsyoutoidentifythe
resources,logistics,orpeoplenecessarytorecoveraspecificcore
component.Forexample,inordertorecoverthePayrollprocess
inyourplan,youmustrecoverthecheckprintingmachine
(equipment,)soyoushouldassignthecheckprintingmachineto
thePayrollprocess.Thisissometimesreferredtoasassigning
andrecoveringitemsatthecomponentlevelor,inthisexample,at
theprocesslevel.Youassignitemstoacorecomponentonthe
ComponentRecoverytab.
Assigningitemsdirectlytotheplan(attheplanlevel)ensures
thatevenitemsthatarenotrelatedtoanyprocess,application,
orhardwarecanstillberecoveredaspartofyourplan.
Forexample,yourcustomerlobbyhasatelevisionsetupwitha
cableconnection.Itstartedasawayforclientstopassthetime
whilewaitingtomeetwiththeirsalesrepresentative.Butover
time,someofyourcustomersgrewtoexpectaccesstostock
tickersduringtradinghours.
Youdecidethat,ifthisconnectioniseverinterrupted,youwill
restoreitasacourtesytoyourexistingcustomers.Restoringthis
telecomserviceisnotrelatedtoanyprocess,hardware,or
application.Soyoumustassignitdirectlytotheplan.Thisis
sometimesreferredtoasassigningandrecoveringitemsatthe
planlevel.YouassignitemsdirectlytotheplanontheGeneral
Recoverytab.
Assignment-specific fields
Almostallrecordscanbesharedacrossplans.Forthisreason,
eachrecordthatcanbeassignedtoaplanhasfieldsthatare
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availableonlyaftertherecordisassigned.Thesefieldsappearon
separatetabsandarecalledassignmentspecificfields.
Figure8.8isanexampleofanassignmentspecificfieldstab.
Figure 8.8. assignment-specific fields tab
Everywhereyoucanassignarecordwithinaplan,youcanalso
setassignmentspecificfields.
Forexample,ifyouassignthelocationWarehouse1tothe
InventoryprocessintheBoulderplan,youcansetassignment
specificdetailsthatonlypertaintothislocationsassignmentto
theInventoryprocess.
IfyouthenassignthelocationWarehouse1totheOrder
Fulfillmentprocessinthesameplan,youcansetassignment
specificdetailsthatonlypertaintothislocationsassignmentto
theOrderFulfillmentprocess.
Assigning core components to a plan

Youcanassignprocesses,applications,andhardwarerecordsto
yourLDRPSplans.
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Building plans
Assigning an application to a plan

interventiontoinstallandsetup.
! LDRPSdistinguishesapplicationsfromsoftware.For
Locateapplicationsthatbelonginyourplan,thenassignthemto
yourplanandsetplanspecificdetailsfortheapplications.
Figure 8.9. applications assigned to a plan
To assign an application to a plan:

Opentheplan.
1.
2.
ClicktheComponentRecoverytab.
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Inthelistofapplicationsintherecordsdatasheet,checkthe
boxnexttoanyapplicationyouwanttoassigntothisplan.
3.
ClickApplicationsinthenavigationpane.
TheAssignedtabshowsapplicationsthatare
assignedtothisplan.TheAllsubtabshowsboth
assignedandunassignedapplications.
! Afteryoucheckanapplication,itappearsinthe
navigationpaneundertheApplicationheading.
4.
Tosetplanspecificdetailsforanapplication:
Highlightanassignedapplicationintherecords
datasheet.
! Detailsofthehighlightedapplicationappearin
thedetailspane.
IntheRecoveryPointObjectivefield,enterthepointin
timeuptowhichyoumustbeabletorestoredata,such
asalldatasavedbytheendofthepreviousday.
IntheRecoveryTimeObjectivefield,entertheperiodof
timewithinwhichthisapplicationmustberecovered
afteranoutage.
ClicktheSavebutton.
Assigning hardware to a plan

Hardwaregenerallyreferstoanyelectronicequipmentthat
makesupacomputersystem.InLDRPS,thetermhardware
doesnotapplytocomputersystemsthatcanbepurchasedata
localcomputerstore,butrathertoequipmentthatrequiresa
greateramountofefforttosetup,suchasaserver.
! LDRPSdistinguishesbetweenhardwareandequipment.
Formoreinformation,seepage164.
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Locatehardwarethatbelongsinyourplan,thenassignittoyour
planandsetplanspecificdetailsforthehardware.
Figure 8.10. hardware assigned to a plan
To assign hardware to a plan:

Opentheplan.
1.
2.
3.
ClickHardwareinthenavigationpane.
Inthelistofhardwareintherecordsdatasheet,checkthe
boxnexttoanyhardwareitemyouwanttoassigntothis
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plan.
TheAssignedtabshowshardwareitemsthatare
assignedtothisplan.TheAllsubtabshowsboth
assignedandunassignedhardware.
! Afteryoucheckahardwareitem,itappearsinthe
navigationpaneundertheHardwareheading.
4.
Tosetplanspecificdetailsforahardwareitem:
Highlightanassignedhardwareitemintherecords
datasheet.
! Detailsofthehighlightedhardwareappearinthe
detailspane.
timewithinwhichthishardwaremustberecovered
afteranoutage.
ClicktheSavebutton.
Assigning a process to a plan

Processesaretheessentialfunctionsofabusiness.Locate
processesthatbelonginyourplan,thenassignthemtoyour
planandsetplanspecificdetailsforthem.
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Building plans
Figure 8.11. processes assigned to a plan
To assign a process to a plan:

Opentheplan.
1.
3.
ClickProcessinthenavigationpane.
Inthelistofprocessesintherecordsdatasheet,checkthe
boxnexttoanyprocessyouwanttoassigntothisplan.
2.
TheAssignedtabshowsprocessesthatareassignedto
thisplan.TheAllsubtabshowsbothassignedand
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unassignedprocesses.
! Afteryoucheckaprocess,itappearsinthe
navigationpaneundertheProcessheading.
4.
Tosetplanspecificdetailsforaprocess:
Highlightanassignedprocessintherecordsdatasheet.
! Detailsofthehighlightedprocessappearinthe
detailspane.
IntheRecoveryPointObjectivefield,enterthepointin
timeuptowhichyoumustbeabletorestoredatafor
thisprocess,suchasalldatasavedbytheendofthe
previousday.
timewithinwhichthisprocessmustberecoveredafter
anoutage.
ClicktheSavebutton.
Assigning people to a plan

Youcanassignemployee,vendor,andcustomerrecordstoyour
LDRPSplans.
Assigning an employee to a plan

Anemployeecanbeanyonewhoperformsworkforyour
organization,usuallyanyonewhoreceivesapaycheckfortheir
timeandeffort.Employeescanbefulltimeorparttime,
permanentorcontract,andcanreceiveasalaryorhourlypay.
Locateemployeesthatbelonginyourplan,thenassignthemto
yourplanandsetassignmentspecificdetailsfortheemployees.
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Building plans
Figure 8.12. employees assigned to a process in a plan
To assign an employee to a plan:

Opentheplan.
1.
2.
Toassignanemployeetoaprocess,hardwareitem,or
applicationinaplan:
ExpandtheProcesses,Hardware,orApplicationsheading
inthenavigationpane.
Expandthespecificprocess,hardware,orapplication
recordtoassigntheemployeeto.
ExpandthePeopleheading.
ClickEmployees.
Inthelistofemployeesintherecordsdatasheet,check
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theboxnexttoanyemployeeyouwanttoassigntothe
process,hardware,orapplicationinthisplan.
TheAssignedtabshowsemployeesthatare
assignedtothisprocess,hardware,or
application.TheAllsubtabshowsbothassigned
andunassignedemployees.TheInPlansubtab
showsallemployeesassignedtothisplan,
regardlessofwhethertheyareassignedtothis
process,hardwareitem,orapplication.
Toassignanemployeedirectlytoaplan:
ClicktheGeneralRecoverytab.
ClickEmployees.
Inthelistofemployeesintherecordsdatasheet,check
theboxnexttoanyemployeeyouwanttoassign
directlytothisplan.
3.
assigneddirectlytothisplan.TheAllsubtab
showsbothassignedandunassignedemployees.
TheInPlansubtabshowsallemployeesassigned
tothisplan,regardlessofwheretheyappearin
theplan.
4.
Tosetassignmentspecificdetailsforanemployee:
Highlightanassignedemployeeintherecords
datasheet.
! Detailsofthehighlightedemployeeappearinthe
detailspane.
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ClicktheAssignmentSpecificEmployeeDetailstab.
ChecktheIsPrimaryContact?boxifthispersonisa
primarycontactforthisplan.
ChecktheIsEmergencyContactboxifthispersonisan
emergencycontactforthisplan.
InthePriorityfield,indicatethispersonspriorityin
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relationshiptothisplan.
ClicktheSavebutton.
Assigning a vendor organization to a

plan
Avendororganizationisanyindividualorcompanywhoprovides
goodsorservicestoanorganization.
Locatevendororganizationsthatbelonginyourplan,then
assignthemtoyourplanandsetassignmentspecificdetailsfor
them.
Figure 8.13. vendor orgs assigned to hardware
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LDRPS User Guide

To assign a vendor organization to a plan:
Opentheplan.
1.
Toassignavendororgtoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthevendororgto.
ClickVendorOrgs.
Inthelistofvendororganizationsintherecords
datasheet,checktheboxnexttoanyvendororgyou
wanttoassigntotheprocess,hardware,orapplication
inthisplan.
2.
TheAssignedtabshowsvendororganizations
thatareassignedtothisprocess,hardware,or
andunassignedvendororganizations.TheIn
Plansubtabshowsallvendororgsassignedto
thisplan,regardlessofwhethertheyare
assignedtothisprocess,hardwareitem,or
application.
3.
172
Toassignavendororgdirectlytoaplan:
ClickVendorOrgs.
Inthelistofvendororgsintherecordsdatasheet,
checktheboxnexttoanyvendororgyouwantto
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assigndirectlytothisplan.
TheAssignedtabshowsvendororgsthatare
assigneddirectlytothisplan.TheAllsubtab
showsbothassignedandunassignedvendor
orgs.TheInPlansubtabshowsallvendororgs
assignedtothisplan,regardlessofwherethey
appearintheplan.
4.
Tosetassignmentspecificdetailsforavendor
organization:
Highlightanassignedvendororgintherecords
datasheet.
! Detailsofthehighlightedvendororgappearin
thedetailspane.
ClicktheAssignmentSpecificVendorOrgDetailstab.
ClickintheServicememofieldandidentifytheitemor
servicethatthisvendororgprovidesforthisplan.
ClicktheSavebutton.
Assigning a customer organization to a

plan
Customerorgsarethosepeopleororganizationsforwhomyou
performaproductorservice.
Locatecustomerorganizationsthatbelonginyourplan,then
assignthemtoyourplanandsetassignmentspecificdetailsfor
them.
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Figure 8.14. customer orgs assigned to a plan
To assign a customer organization to a plan:

Opentheplan.
1.
2.
174
Toassignacustomertoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthecustomerto.
ClickCustomerOrgs.
Inthelistofcustomerorganizationsintherecords
Building plans
datasheet,checktheboxnexttoanycustomeryou
wanttoassigntotheprocess,hardware,orapplication
inthisplan.
TheAssignedtabshowscustomerorganizations
thatareassignedtothisprocess,hardware,or
andunassignedcustomerorganizations.TheIn
Plansubtabshowsallcustomerorgsassignedto
application.
Toassignacustomerdirectlytoaplan:
ClickCustomerOrgs.
Inthelistofcustomerorganizationsintherecords
datasheet,checktheboxnexttoanycustomeryou
wanttoassigndirectlytothisplan.
3.
TheAssignedtabshowscustomerorganizations
thatareassigneddirectlytothisplan.TheAll
subtabshowsbothassignedandunassigned
customerorganizations.TheInPlansubtab
showsallcustomerorgsassignedtothisplan,
regardlessofwheretheyappearintheplan.
4.
Tosetassignmentspecificdetailsforacustomer
organization:
Highlightanassignedcustomerintherecords
datasheet.
! Detailsofthehighlightedcustomerappearinthe
detailspane.
ClicktheAssignmentSpecificCustomerOrgDetailstab.
IntheServicefield,specifytheservicesthatyou
providetothiscustomer.
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ClicktheSavebutton.
Assigning resources to a plan

supplies,telecom,vitalrecords,andworkstationstoyourLDRPS
plans.
Assigning assets to a plan

owns,suchasfurniture,inventory,orrealestate.
Locateassetsthatbelonginyourplan,thenassignthemtoyour
planandsetassignmentspecificdetailsforthem.
Figure 8.15. assets assigned to hardware in a plan
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Building plans
To assign assets to a plan:
Opentheplan.
1.
Toassignanassettoaprocess,hardwareitem,or
applicationinaplan:
recordtoassigntheassetto.
ExpandtheResourcesheading.
ClickAssets.
Inthelistofassetsintherecordsdatasheet,checkthe
boxnexttoanyassetyouwanttoassigntotheprocess,
hardware,orapplicationinthisplan.
2.
TheAssignedtabshowsassetsthatareassigned
tothisprocess,application,orhardware.TheAll
tabshowsbothassignedandunassignedassets.
TheInPlansubtabshowsallassetsassignedto
application.
3.
Toassignanassetdirectlytoaplan:
ClickAssets.
Inthelistofassetsintherecordsdatasheet,checkthe
boxnexttoanyassetyouwanttoassigndirectlytothis
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LDRPS User Guide
plan.
TheAssignedtabshowsassetsthatareassigned
directlytothisplan.TheAlltabshowsboth
assignedandunassignedassets.TheInPlan
subtabshowsallassetsassignedtothisplan,
4.
Tosetassignmentspecificdetailsforanasset:
Highlightanassignedassetintherecordsdatasheet.
! Detailsofthehighlightedassetappearinthe
detailspane.
ClicktheAssignmentSpecificAssetDetailstab.
Chooseavendororgthatcanprovidethisassetforyou
iftheprimaryvendororgisnotavailable:
ClicktheBrowselinkattheendoftheAlternate
VendorOrgfield.
Inthepopupwindow,highlightthealternate
vendororgtouseandclicktheOKbutton.
IntheQuantityOvertimefields,enterthequantityof
thisassetthatyouwillneedbyeachofthelistedtime
periods.
ClicktheSavebutton.
Assigning documents to a plan

Locatedocumentsthatbelonginyourplan,thenassignthemto
yourplanandsetassignmentspecificdetailsforthem.
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Building plans
Figure 8.16. documents assigned to a plan
To assign documents to a plan:

Opentheplan.
1.
2.
Toassignadocumenttoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthedocumentto.
ClickDocuments.
Inthelistofdocumentsintherecordsdatasheet,check
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LDRPS User Guide
theboxnexttoanydocumentyouwanttoassigntothe
TheAssignedtabshowsdocumentsthatare
assignedtothisprocess,application,or
hardware.TheAlltabshowsbothassignedand
unassigneddocuments.TheInPlansubtab
showsalldocumentsassignedtothisplan,
Toassignadocumentdirectlytoaplan:
ClickDocuments.
Inthelistofdocumentsintherecordsdatasheet,check
theboxnexttoanydocumentyouwanttoassign
directlytothisplan.
3.
TheAssignedtabshowsdocumentsthatare
assigneddirectlytothisplan.TheAlltabshows
bothassignedandunassigneddocuments.TheIn
Plansubtabshowsalldocumentsassignedtothis
plan,regardlessofwheretheyappearinthe
plan.
4.
Tosetassignmentspecificdetailsforadocument:
Highlightanassigneddocumentintherecords
datasheet.
! Detailsofthehighlighteddocumentappearin
thedetailspane.
ClicktheAssignmentSpecificDocumentDetailstab.
Ifyouwantthisdocumenttoappearasanappendixto
thisplanwhenitispublished,checktheIncludeasan
Appendixbox.
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ClicktheSavebutton.
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Assigning equipment to a plan

operations,suchaspackagingmachinesordesktopprinters.
Locateequipmentthatbelongsinyourplan,thenassignitto
yourplanandsetassignmentspecificdetailsforit.
! Notethedifferencebetweenequipmentandhardware.For
Figure 8.17. equipment assigned to hardware in a plan
To assign equipment to a plan:

Opentheplan.
1.
2.
Toassignapieceofequipmenttoaprocess,hardwareitem,
orapplicationinaplan:
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LDRPS User Guide
recordtoassignthepieceofequipmentto.
ClickEquipment.
Inthelistofequipmentintherecordsdatasheet,check
theboxnexttoanypieceofequipmentyouwantto
assigntotheprocess,hardware,orapplicationinthis
plan.
TheAssignedtabshowsequipmentthatare
unassignedequipment.TheInPlansubtabshows
allequipmentassignedtothisplan,regardlessof
whethertheyareassignedtothisprocess,
hardwareitem,orapplication.
Toassignapieceofequipmentdirectlytoaplan:
ClickEquipment.
Inthelistofequipmentintherecordsdatasheet,check
theboxnexttoanyequipmentyouwanttoassign
directlytothisplan.
3.
TheAssignedtabshowsequipmentthatare
bothassignedandunassignedequipment.TheIn
Plansubtabshowsallequipmentassignedtothis
plan.
4.
Tosetassignmentspecificdetailsforapieceofequipment:
182
Highlightanassignedequipmentintherecords
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datasheet.
! Detailsofthehighlightedequipmentappearin
thedetailspane.
ClicktheAssignmentSpecificEquipmentDetailstab.
Chooseavendororgthatcanprovidethisequipment
foryouiftheprimaryvendororgisnotavailable:
VendorOrgfield.
IntheStatusfield,chooseActiveifthisequipmentis
currentlybeingusedorInactiveifthisequipmentis
beingheldasabackupresource.
thisequipmentthatyouwillneedbyeachofthelisted
timeperiods.
ClicktheSavebutton.
Assigning software to a plan

requiresonlybasicuserinterventiontoinstallandsetup.Some
companiesrefertosoftwareasofftheshelfsoftware,sinceit
canbefoundforsaleonstoreshelves.
Locatesoftwarethatbelongsinyourplan,thenassignittoyour
planandsetassignmentspecificdetailsforit.
! LDRPSdistinguishessoftwarefromapplications.Formore
information,seepage163.
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LDRPS User Guide

Figure 8.18. software assigned to a process in a plan
To assign software to a plan:

Opentheplan.
1.
2.
184
Toassignsoftwaretoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthesoftwareto.
ClickSoftware.
Inthelistofsoftwareintherecordsdatasheet,check
Building plans
theboxnexttoanysoftwareyouwanttoassigntothe
TheAssignedtabshowssoftwarethatare
unassignedsoftware.TheInPlansubtabshows
allsoftwareassignedtothisplan,regardlessof
Toassignsoftwaredirectlytoaplan:
ClickSoftware.
Inthelistofsoftwareintherecordsdatasheet,check
theboxnexttoanysoftwareyouwanttoassign
directlytothisplan.
3.
TheAssignedtabshowssoftwarethatare
bothassignedandunassignedsoftware.TheIn
Plansubtabshowsallsoftwareassignedtothis
plan.
4.
Tosetassignmentspecificdetailsforsoftware:
Highlightanassignedsoftwareintherecords
datasheet.
! Detailsofthehighlightedsoftwareappearinthe
detailspane.
ClicktheAssignmentSpecificSoftwareDetailstab.
Chooseanalternatevendororgthroughwhichyou
couldobtainthissoftware,iftheprimaryvendororgis
notavailable:
VendorOrgfield.
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LDRPS User Guide
thissoftwarethatyouwillneedbyeachofthelisted
timeperiods.
ClicktheSavebutton.
Assigning supplies to a plan

Suppliesgenerallyincludematerialsthatacompanykeepson
handtobeusedastheyareneeded.Printercartridgesand
flashlightsareexamplesofsupplies.
Locatesuppliesthatbelonginyourplan,thenassignthemto
Figure 8.19. assign supplies to a plan
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Building plans
To assign supplies to a plan:
Opentheplan.
1.
Toassignsuppliestoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthesuppliesto.
ClickSupplies.
Inthelistofsuppliesintherecordsdatasheet,check
theboxnexttoanysupplyyouwanttoassigntothe
2.
TheAssignedtabshowssuppliesthatare
unassignedsupplies.TheInPlansubtabshows
allsuppliesassignedtothisplan,regardlessof
3.
Toassignsuppliesdirectlytoaplan:
ClickSupplies.
Inthelistofsuppliesintherecordsdatasheet,check
theboxnexttoanysupplyyouwanttoassigndirectly
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LDRPS User Guide
tothisplan.
TheAssignedtabshowssuppliesthatare
bothassignedandunassignedsupplies.TheIn
Plansubtabshowsallsuppliesassignedtothis
plan.
4.
Tosetassignmentspecificdetailsforsupplies:
Highlightanassignedsupplyintherecordsdatasheet.
! Detailsofthehighlightedsupplyappearinthe
detailspane.
ClicktheAssignmentSpecificSupplyDetailstab.
Chooseavendororgthatcanprovidethissupplyitem
foryouiftheprimaryvendororgisnotavailable:
VendorOrgfield.
thissoftwarethatyouwillneedbyeachofthelisted
timeperiods.
ClicktheSavebutton.
Assigning telecom to a plan

electricalorelectronictransmissionofinformation.
Locatetelecomitemsthatbelonginyourplan,thenassignthem
toyourplanandsetassignmentspecificdetailsforthem.
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Building plans
Figure 8.20. telecom assigned to hardware in a plan
To assign telecom to a plan:

Opentheplan.
1.
2.
Toassigntelecomtoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthetelecomto.
ClickTelecom.
Inthelistoftelecomintherecordsdatasheet,checkthe
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boxnexttoanytelecomitemyouwanttoassigntothe
TheAssignedtabshowstelecomitemsthatare
unassignedtelecomitems.TheInPlansubtab
showsalltelecomassignedtothisplan,
Toassigntelecomdirectlytoaplan:
ClickTelecom.
Inthelistoftelecomintherecordsdatasheet,checkthe
boxnexttoanytelecomitemyouwanttoassign
directlytothisplan.
3.
TheAssignedtabshowstelecomitemsthatare
bothassignedandunassignedtelecomitems.
TheInPlansubtabshowsalltelecomassignedto
thisplan,regardlessofwheretheyappearinthe
plan.
4.
Tosetassignmentspecificdetailsfortelecom:
Highlightanassignedtelecomitemintherecords
datasheet.
! Detailsofthehighlightedtelecomitemappearin
thedetailspane.
ClicktheAssignmentSpecificTelecomDetailstab.
Chooseanalternatetelecomunitthatyoucoulduseif
theprimarytelecomunitwasntavailable:
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Circuitfield.
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HighlightthealternatetelecomandclicktheOK
button.
Chooseanalternatevendororgthatcouldprovideyou
withtheseitemsifyourprimaryvendororgwasnot
available:
VendorOrgfield.
HighlightthealternatevendororgandclicktheOK
button.
thistelecomitemthatyouwillneedbyeachofthe
listedtimeperiods.
ClicktheSavebutton.
Assigning vital records to a plan

Anydocumentationthatyourcompanykeepsaboutitsbusiness
maybeconsideredavitalrecord.Itemssuchasbuildinglayouts,
insurancepoliciesandpropertydeeds,andemployeewaivers
shouldbeconsideredvitalrecords.
Vitalrecordsmaybeofvaryingmediatypes.Forexample,you
maykeepadvdthatcontainsaphotodirectoryofallemployees
andavideotapeofafacilitywalkthrough.
! LDRPSdistinguishesvitalrecordsfromdocuments.For
Locatevitalrecordsthatbelonginyourplan,thenassignthemto
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Figure 8.21. vital records assigned to a process in a plan
To assign vital records to a plan:

Opentheplan.
1.
2.
192
Toassignavitalrecordtoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthevitalrecordto.
ClickVitalRecords.
Inthelistofvitalrecordsintherecordsdatasheet,
Building plans
checktheboxnexttoanyrecordyouwanttoassignto
theprocess,hardware,orapplicationinthisplan.
TheAssignedtabshowsvitalrecordsthatare
unassignedvitalrecords.TheInPlansubtab
showsallvitalrecordsassignedtothisplan,
Toassignvitalrecordsdirectlytoaplan:
ClickVitalRecords.
Inthelistofvitalrecordsintherecordsdatasheet,
checktheboxnexttoanyrecordyouwanttoassign
directlytothisplan.
3.
TheAssignedtabshowsvitalrecordsthatare
bothassignedandunassignedvitalrecords.The
InPlansubtabshowsallvitalrecordsassignedto
plan.
4.
Tosetassignmentspecificdetailsforvitalrecords:
Highlightanassignedvitalrecordintherecords
datasheet.
! Detailsofthehighlightedvitalrecordappearin
thedetailspane.
ClicktheAssignmentSpecificVitalRecordDetailstab.
thisvitalrecordthatyouwillneedbyeachofthelisted
timeperiods.
ClicktheSavebutton.
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Assigning workstations to a plan

Aworkstationisanareasuchasanoffice,cubicle,ordesk,where
asinglepersoncouldperformworkfunctions.
Locateworkstationsthatbelonginyourplan,thenassignthem
Figure 8.22. workstations assigned to an application in a plan
To assign workstations to a plan:

Opentheplan.
1.
2.
194
Toassignaworkstationtoaprocess,hardwareitem,or
applicationinaplan:
Building plans
recordtoassigntheworkstationto.
ClickWorkstations.
Inthelistofworkstationsintherecordsdatasheet,
checktheboxnexttoanyworkstationyouwantto
assigntotheprocess,hardware,orapplicationinthis
plan.
TheAssignedtabshowsworkstationsthatare
unassignedworkstations.TheInPlansubtab
showsallworkstationsassignedtothisplan,
Toassignworkstationsdirectlytoaplan:
ClickWorkstations.
Inthelistofworkstationsintherecordsdatasheet,
checktheboxnexttoanyworkstationyouwantto
assigndirectlytothisplan.
3.
TheAssignedtabshowsworkstationsthatare
bothassignedandunassignedworkstations.The
InPlansubtabshowsallworkstationsassignedto
plan.
4.
Tosetassignmentspecificdetailsforworkstations:
Highlightanassignedworkstationintherecords
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datasheet.
! Detailsofthehighlightedworkstationappearin
thedetailspane.
ClicktheAssignmentSpecificWorkstationDetailstab.
Choosetheemployeethatwilloccupythisworkstation:
ClicktheBrowsebuttonattheendoftheEmployee
field.
HighlighttheemployeeandclicktheOKbutton.
IntheQuantityOverTimefields,enterthenumberof
workstationsthatwillberequiredwithineachofthe
specifiedtimeintervals.
ClicktheSavebutton.
Assigning logistics to a plan

Youcanassignlocations,teams,andtaskstoyourLDRPSplans.
Thenassignteampositionstoperformspecificsubtasks,and
assignemployees,vendorreps,andcustomerrepstoteam
positions.
Assigning locations to a plan

Locationsarephysicalareaswhereyouconductbusiness,or
whereyoucouldconductbusinessintheeventofadisruption.
Assignlocationstoyourplanandsetassignmentspecificdetails
forthem.
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Building plans
Figure 8.23. locations assigned to a plan
To assign locations to a plan:

Opentheplan.
1.
2.
Toassignalocationtoaprocess,hardwareitem,or
applicationinaplan:
recordtoassignthelocationto.
ExpandtheLogisticsheading.
ClickLocations.
Inthelistoflocationsintherecordsdatasheet,check
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theboxnexttoanylocationyouwanttoassigntothe
TheAssignedtabshowslocationsthatare
unassignedlocations.TheInPlansubtabshows
alllocationsassignedtothisplan,regardlessof
Toassignlocationsdirectlytoaplan:
ClickLocations.
Inthelistoflocationsintherecordsdatasheet,check
theboxnexttoanylocationyouwanttoassigndirectly
tothisplan.
3.
TheAssignedtabshowslocationsthatare
bothassignedandunassignedlocations.TheIn
Plansubtabshowsalllocationsassignedtothis
plan.
4.
Tosetassignmentspecificdetailsforlocations:
Highlightanassignedlocationintherecordsdatasheet.
! Detailsofthehighlightedlocationappearinthe
detailspane.
198
ClicktheAssignmentSpecificLocationDetailstab.
IntheServicefield,entertheserviceprovidedatthis
location.
IntheUsageSequencefield,specifytheorderinwhich
thissiteshouldbeusedtocarryoutthisplan.
InthePersonnelCapacityfield,enterthenumberof
employeesthatthissitecanaccommodateforthisplan.
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Setprimarycontactinformation:
ClicktheBrowselinkattheendoftheContactfield
andchoosethevendorrepforthislocation.
InthePhonefield,enteracontacttelephone
numberforthevendorrep.
IntheTitlefield,enterthevendorrepstitle.
Setbackupcontactinformation:
ClicktheBrowselinkattheendoftheBackup
Contactfieldandchoosethebackuporsecondary
contactforthislocation.
IntheBackupPhonefield,enterthebackupcontacts
phonenumber.
ClicktheSavebutton.
Assigning tasks to a plan

Tasksarefunctionsperformedwiththepurposeoffulfillingan
objective.
Locatetasksthatshouldbeperformedinyourplan,thenassign
themtoyourplanandsetassignmentspecificdetailsforthem.
subtasks.
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Figure 8.24. tasks assigned to a process in a plan
To assign tasks to a plan:

Opentheplan.
1.
2.
200
Toassignatasktoaprocess,hardwareitem,orapplication
inaplan:
recordtoassignthetaskto.
ClickTasks.
Inthelistoftasksintherecordsdatasheet,checkthe
Building plans
boxnexttoanytaskyouwanttoassigntotheprocess,
TheAssignedtabshowstasksthatareassignedto
thisapplication,hardware,orprocess.TheAll
tabshowsbothassignedandunassignedtasks.
TheInPlansubtabshowsalltasksassignedto
application.
Toassigntasksdirectlytoaplan:
ClickTasks.
Inthelistoftasksintherecordsdatasheet,checkthe
boxnexttoanytaskyouwanttoassigndirectlytothis
plan.
3.
TheAssignedtabshowstasksthatareassigned
assignedandunassignedtasks.TheInPlan
subtabshowsalltasksassignedtothisplan,
4.
Tosetassignmentspecificdetailsfortasks:
Highlightanassignedtaskintherecordsdatasheet.
! Detailsofthehighlightedtaskappearinthe
detailspane.
ClicktheAssignmentSpecificTaskDetailstab.
IntheOrder#field,specifythesequenceinwhichthe
taskshouldbeperformedtorecoverthisapplication,
hardware,process,orplan.
InthePriorityfield,indicatethepriorityofthistask
withintheplan.
IntheDurationfield,entertheamountoftimeitshould
taketocompletethistaskasitrelatestothisplan.
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5.
ClicktheSavebutton.
Setassignmentspecificdetailsforsubtaskswithinthistask:
Expandthetaskintherecordsdatasheet.
Highlightthesubtasktosetdetailsfor.
ClicktheAssignmentSpecificSubTaskDetailstab.
IntheEst.Durationfield,entertheamountoftimeit
shouldtaketocompletethissubtaskasitrelatestothis
assignment.
ClicktheSavebutton.
Assigning a task owner

TheAssignTaskOwnerbuttonallowsyoutodefineownershipof
ataskbyassigningateampositiontoit.Keepinmindthatthe
taskownerisindependentofanyteampositionassignedto
subtaskswithinthetask.
To assign a task owner
1.
Selectthetaskforwhichyouwanttoassignanowner.
2.
ClicktheAssignTaskOwnerbutton.
3.
Expandtheteamslisttoviewteampositions.
4.
Checkthedesiredteamposition.
5.
ClicktheOKbutton.
Assigning teams to a plan

Ateamisanygroupofindividualswhoworktogethertofulfill
anobjective.
Locateteamsthatshouldcarryoutyourplan,thenassignthem
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Building plans
Figure 8.25. teams assigned to a plan
To assign teams to a plan:

Opentheplan.
1.
2.
Toassignateamtoaprocess,hardwareitem,orapplication
inaplan:
recordtoassigntheteamto.
ClickTeams.
Inthelistofteamsintherecordsdatasheet,checkthe
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boxnexttoanyteamyouwanttoassigntotheprocess,
TheAssignedtabshowsteamsthatareassigned
tothisapplication,hardware,orprocess.TheAll
tabshowsbothassignedandunassignedteams.
TheInPlansubtabshowsallteamsassignedto
application.
Toassignteamsdirectlytoaplan:
ClickTeams.
Inthelistofteamsintherecordsdatasheet,checkthe
boxnexttoanyteamyouwanttoassigndirectlytothis
plan.
3.
TheAssignedtabshowsteamsthatareassigned
assignedandunassignedteams.TheInPlan
subtabshowsallteamsassignedtothisplan,
4.
Tosetassignmentspecificdetailsforteams:
Highlightanassignedteamintherecordsdatasheet.
! Detailsofthehighlightedteamappearinthe
detailspane.
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ClicktheAssignmentSpecificTeamDetailstab.
criticaltothisplan.
InthePriorityfield,indicatethepriorityofthisteamas
itrelatestothisplan.
IntheDetailsarea,enteranyadditionalcomments
aboutthisteamsroleinthisplan.
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5.
ClicktheSavebutton.
Tosetassignmentspecificdetailsforteampositions:
Expandanassignedteamintherecordsdatasheet.
Highlighttheteamposition.
ClicktheAssignmentSpecificPositionDetailstab.
criticaltothisteamasitrelatestotheteamassignment.
InthePriorityfield,indicatethepriorityofthisteam
positionasitrelatestotheteamassignment.
ClicktheSavebutton.
Assigning a team position to perform a

subtask
Assignspecificteampositionstoperformsubtaskswithintasks
thatareassignedtotheplan.
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Figure 8.26. positions assigned to a subtask
To assign a team position to perform a subtask:

Opentheplan.
1.
2.
Ifthesubtaskisinataskthatisassignedtoaprocess,
hardwareitem,orapplicationintheplan:
recordthatthetaskisassignedto.
ExpandtheLogisticsheadingandclickTasks.
Orifthesubtaskisinataskthatisassigneddirectlytoa
plan:
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ExpandtheLogisticsheadingandclickTasks.
3.
Inthedatasheet,expandthetaskthatcontainsthesubtask.
4.
Highlightthesubtasktowhichyouwanttoassignateam
position.
5.
ClicktheSubtaskDetailstab.
6.
ClicktheModifyAssignmentsbuttontoopentheRecords
assignedtoAssignmentSpecificSubTaskrecordwindow.
7.
Assignteampositionstoperformthissubtask:
Inthelistofteams,expandtheteamwhoseposition
youwanttoassigntothissubtask.
Checktheboxnexttotheteampositiontoassign.
TheAssignedtabshowspositionsthatare
assignedtoperformthissubtask.TheAlltab
showsbothassignedandunassignedpositions.
TheInPlansubtabshowsallteampositions
appearintheplan.
8.
ClosetheRecordsassignedtoAssignmentSpecificSubTask
recordwindow.
Assigning people to team positions in a

plan
Foreachteaminyourplan,assignapersontoeachpositionon
theteam.Youcanassignemployees,vendorrepresentatives,and
customerrepresentativestoaposition.Youcanassignmorethan
onepersontoaposition.
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Figure 8.27. people assigned to a position
To assign people to team positions in a plan:

1.
Accesstheteamassignedtotheplan:
Opentheplan.
Toaccessateamassignedtoaprocess,hardwareitem,
orapplicationinaplan:
ExpandtheProcesses,Hardware,orApplications
headinginthenavigationpane.
Expandthespecificprocess,hardware,or
applicationrecordtowhichtheteamisassigned.
ClickTeams.
Ortoaccessateamassigneddirectlytoaplan:
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Building plans
ClickTeams.
Intherecordsdatasheet,clicktheAssignedtab.
2.
Expandtheteamtowhichyouwanttoassignpersonnel.
3.
Highlighttheteampositionforwhichyouwanttoassign
personnel.
4.
ClickthePositionDetailstab.
5.
ClicktheModifyAssignmentsbutton.TheRecordsassignedto
AssignmentSpecificPositionrecordwindowopens.
6.
Toassignanemployeetothisposition:
ClicktheEmployeetab.
Inthelistofemployees,checktheboxnexttothe
persontoassign.
bothassignedandunassignedemployees.TheIn
Plansubtabshowsallemployeesassignedtothis
plan.
Ortoassignacustomerrepresentativetothisposition:
ClicktheCustomerReptab.
Inthelistoforganizations,expandtherecordforthe
organizationwhoserepresentativeyouwanttoassign
totheteamposition.Youmusthavealreadyassigned
therepresentativetothisorganization.
Inthelistofcustomerreps,checktheboxnexttothe
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persontoassign.
TheAssignedtabshowscustomerrepsthatare
bothassignedandunassignedcustomerreps.
TheInPlansubtabshowsallcustomerreps
appearintheplan.
Ortoassignavendorrepresentativetothisposition:
ClicktheVendorReptab.
Inthelistoforganizations,expandtherecordforthe
organizationwhoserepresentativeyouwanttoassign
totheteamposition.Youaddarepresentativeforthe
organizationifonedoesnotalreadyexist.
Inthelistofvendorreps,checktheboxnexttothe
persontoassign.
TheAssignedtabshowsvendorrepsthatare
bothassignedandunassignedvendorreps.The
InPlansubtabshowsallvendorrepsassignedto
plan.
7.
Tosetassignmentspecificdetailsforpeopleassignedto
teampositions:
Highlightanassignedperson.
ClicktheAssignmentSpecificTeamRepsDetailstab.
IntheCriticalfield,indicatewhetherthispersonis
criticaltothisteamasitrelatestotheteamposition.
InthePriorityfield,indicatethepriorityofthisperson
asitrelatestotheteamposition.
InthePrimaryfield,indicatewhetherthispersonisthe
preferredpersontofulfilltheposition.
8.
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ClicktheSavebutton.
ClosetheRecordsassignedtoAssignmentSpecificPosition
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recordwindow.
Adding a new item to a plan

Youcanaddnewcorecomponent,logistic,people,orresource
recordswhileyouareworkingwithinaplan.Whenyouaddan
itemwithinaplan,LDRPSautomaticallyassignsthatitemtothe
plan.
Adding a new core component within a

plan
Youcanaddnewprocesses,applications,andhardwaretoa
plan.IfyouaddacorecomponenttoLDRPSwhileyouare
workingwithinaplan,LDRPSautomaticallyassignsthecore
componenttotheplan.
To add a new core component within a plan:
Opentheplan.
1.
Toaddacorecomponenttotheplan:
ClickProcesses,Applications,orHardwareinthetree.
ClicktheNewbutton.
Completethefieldsforthenewprocess,application,or
hardware.
2.
completingthefields,seetheLDRPSfields
appendix.
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ClicktheSavebutton.
LDRPSautomaticallyassignsthenew
componenttotheplan.
Setassignmentspecificdetailsforthecomponent:
Detailedfielddescriptionsappearearlierinthis
chapter.Usethefollowingtabletogetmore
information.
component
details
process
Step 4 in Assigning a process to a

plan on page 166
application
Step 4 in Assigning an application to

a plan on page 163
hardware
Step 4 in Assigning hardware to a

plan on page 164
Adding a new logistic within a plan

Youcanaddnewlocations,teamsandpositions,andtasksand
subtaskstoaplan.IfyouaddalogisticitemtoLDRPSwhileyou
areworkingwithinaplan,LDRPSautomaticallyassignsthe
logisticitemtotheplan.
To add a new logistic within a plan:
Opentheplan.
1.
2.
212
Toaddalogisticrecordtoacorecomponent:
Inthenavigationtree,expandtheheadingforthe
componenttypeyouwanttoaddanitemto,whether
Processes,Applications,orHardware.
Expandthespecificprocess,application,orhardware
towhichyouwanttoaddtheitem.
Building plans
Highlightthelogistictypethatyouwanttoaddtothe
plan.
Ortoaddalogisticrecorddirectlytoaplan:
3.
4.
Inthenavigationtree,expandtheLogisticsheading.
Highlightthelogistictypethatyouwanttoaddtothe
plan.
ClicktheNewbutton.
Completethefieldsforthenewlogisticrecord.
5.
ClicktheSavebutton.
6.
LDRPSautomaticallyassignsthenewlogistictothe
plan.
Setassignmentspecificdetailsforthelogistic.
7.
information.
logistic
details
locations
Step 4 in Assigning locations to a

plan on page 196
teams
Step 4-5 in Assigning teams to a plan

on page 202
team members
Steps 3-7 in Assigning people to

team positions in a plan on page 207
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logistic
details
tasks
Step 4-5 in Assigning tasks to a plan

on page 199
team positions
Steps 2-7 in Assigning a team

position to perform a subtask on
page 205
Adding a new person within a plan

Youcanaddnewcustomerorganizations,employees,and
vendororganizationstoaplan.IfyouaddapersontoLDRPS
whileyouareworkingwithinaplan,LDRPSautomatically
assignsthepersontotheplan.
To add a new person within a plan:
Opentheplan.
1.
2.
Toaddapersonrecordtoacorecomponent:
Highlightthepersontypethatyouwanttoaddtothe
plan.
Ortoaddapeoplerecorddirectlytoaplan:
3.
214
Inthenavigationtree,expandthePeopleheading.
Highlightthepersontypethatyouwanttoaddtothe
plan.
Building plans
4.
Completethefieldsforthenewperson.
5.
ClicktheNewbutton.
ClicktheSavebutton.
6.
LDRPSautomaticallyassignsthenewpersontothe
plan.
Setassignmentspecificdetailsfortheperson.
7.
information.
person
details
customer orgs
Step 4 in Assigning a customer

organization to a plan on page 173
employees
Step 4 in Assigning an employee to a

plan on page 168
vendor orgs
Step 4 in Assigning a vendor

organization to a plan on page 171
Adding a new resource within a plan

Youcanaddassets,documents,equipment,software,supplies,
telecom,vitalrecords,andworkstationstoaplan.Ifyouadda
resourcetoLDRPSwhileyouareworkingwithinaplan,LDRPS
automaticallyassignstheresourcetotheplan.
To add a new resource within a plan:
Opentheplan.
1.
2.
Toaddaresourcetoacorecomponent:
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Highlighttheresourcetypethatyouwanttoaddtothe
plan.
Ortoaddaresourcedirectlytoaplan:
3.
4.
Inthenavigationtree,expandtheResourcesheading.
Highlighttheresourcetypethatyouwanttoaddtothe
plan.
ClicktheNewbutton.
Completethefieldsforthenewresource.
5.
ClicktheSavebutton.
6.
LDRPSautomaticallyassignsthenewresourcetothe
plan.
Setassignmentspecificdetailsfortheresource.
7.
chapter.Usethefollowingtabletofindmore
information.
216
resource
details
assets
Step 4 in Assigning assets to a plan

on page 176
Building plans
resource
details
documents
Step 4 in Assigning documents to a

plan on page 178
equipment
Step 4 in Assigning equipment to a

plan on page 181
software
Step 4 in Assigning software to a

plan on page 183
supplies
Step 4 in Assigning supplies to a plan

on page 186
telecom
Step 4 in Assigning telecom to a plan

on page 188
vital records
Step 4 in Assigning vital records to a

plan on page 191
workstations
Step 4 in Assigning workstations to a

plan on page 194
Editing or deleting any record within a plan

WhenyouwanttoeditanyLDRPSrecordwithinaplan,besure
thatyouwantthosechangestooccurthroughoutLDRPS.
Changesmadeonassignmentspecificfieldswillbemadeonly
forthecurrentassignment.(Seepage161.)
WhenyouwanttodeleteanyLDRPSrecordwithinaplan,be
surethatyouwanttodeleteiteverywhereitappearsinLDRPS.
Ifarecordnolongerappliestoyourplan,unassigntherecord
ratherthandeleteit.Youshouldonlydeletearecordifitno
longerappliestoanyplaninyourorganization.
To edit or delete a record within a plan:
Opentheplan.
1.
2.
3.
Highlighttherecordtoeditordelete.
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4.
Toedittherecord:
ClicktheSavebutton.
5.
Todeletetherecord.
ClicktheYesbutton.
recordyouaretryingtodelete.UsetheRelated
Unassigning items from a plan

Unassignfromyourplananycorecomponent,resource,person,
orlogisticthatyounolongerwanttokeepinyourplan.
To unassign a core component, resource, person, or
logistic from a plan:
Opentheplan.
1.
Locatetheassignedcorecomponent,resource,person,or
logistic.
3.
Unchecktheboxnexttotheitemtounassign.
2.
youaretryingtounassign.UsetheRelatedRecords
featuretoresolvethoserelationships.Seepage4957
formoreinformation.
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Building plans
Printing the current plan
LDRPSletsyougeneratePDFcopiesofyourplan,andthen
distributeorstorethemasnecessary.Youshouldprintyourplan
wheneverchangesaremadetotheplanortoinformationinthe
plan.
Topreviewadocumentorreportwithintheselected
tableofcontentsfortheplan,doubleclickonthe
documentorreportname.Previewedplanbasedreports
showdataforthecurrentplanonly.
Figure 8.28. Publications in Progress tab on the Publish Plan screen
To print a plan:
Opentheplan.
1.
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2.
ClickthePublishPlantab.
3.
IntheChoosethetableofcontentstousearea,clicktheDefault
AssignedtoPlanbuttontousethedefaulttableofcontents
assignedtothisplan.
Ortoapplyanothertableofcontentstothisprinting:
ClicktheSelectFromListbutton.
Choosethetableofcontentstouse.
IntheCoverPagefield,enteranyinformationyouwantto
appearonthecoverofthisprintedplan.
5.
ThetextintheFooterfielddefaultsfromthetableof
contentsyouselectedinstep3.Youcanmodifythistextto
includeanyinformationyouwanttoappearinthefooterof
thisprintedplan.
6.
ClickthePublishbuttontopublishthisplan.
4.
LDRPSpublishestheplan.Toviewtheresultsofthis
printing,seethenexttask.
Viewing a published plan

Onceaplanispublished,youcanviewtheresultsofthe
printing.YoucansavethePDFlocallyorprintapapercopy.
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Building plans
Figure 8.29. Publish History tab on the Publish Plan screen
To view a published plan:

Opentheplan.
1.
ClickthePublishPlantab.
3.
ClickthePublishHistorysubtab.
2.
CompletedprintingsappearonthePublishHistory
subtab.Ifaplanisintheprocessofpublishing,it
appearsonthePublicationsinProgresssubtab.
Doubleclickthecompletedprintingtoview.
4.
TheDownloadingFilewindowopens.Ifthefile
doesntbegindownloadingrightaway,cilckthe
DownloadFilebutton.
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ClicktheOpenbuttontoviewthePDFwithoutsavingit
first.
5.
LDRPSopensaPDFversionoftheplan.Youcan
savethisversiontoanotherlocationorprintitfor
yourrecords.
OrtosavethePDFtoanotherlocationthatyoucanaccess
later:
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ClicktheSavebutton.
IntheWindowsfilesystem,navigatetothefolder
whereyouwanttosavethePDF.
EnteranameforthefileandclicktheSavebutton.
Building call lists
Thischapterexplainshowbuildandmanagecalllistsusingthe
followingtasks:
Task
Page
The LDRPS Call List Builder toolbar
223
Adding a new call list record
224
Adding callers to a call list
226
Adding a confirmation call
228
Starting another call list from the current call list
230
Replacing callers in a call list
231
Moving people and positions in a call list
232
Removing people and positions from a call list
233
Editing or deleting a call list record
235
The LDRPS Call List Builder toolbar

UsetheLDRPSCallListBuildertoolbartobuildandmodifycall
lists.
Figure 9.1. Call List Builder toolbar
button
description
Print call list
Prints the call list graph.
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LDRPS User Guide

button
description
Confirms with
Place a confirmation call to another person in

the call list.
Delete person
Delete an alternate caller at this position.
Delete position
Delete primary callers or alternate callers, or

all callers at the call list position.
Reorder people
Reorder the people assigned to this call list

position.
Replace person
Replace the caller at this call list position.
Start new call list
Have this call position contact the root caller

of another call list.
zoom box
Increase and decrease the viewable area of

the call list structure.
Adding a new call list record

Definethepurposeanduseofthiscalllist.Thenbuildthecall
listtreeaccordingtotheinstructionsinAddingcallerstoacall
listonpage226,Addingaconfirmationcallonpage228,and
Startinganothercalllistfromthecurrentcalllistonpage230.
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Building call lists

Figure 9.2. Call Lists screen
To add a new call list:

Opentheplan.
1.
2.
3.
ClicktheCallListstab.
ClicktheNewbutton.
4.
EnteranameforthecalllistintheCallListNamefield.
5.
EnteradescriptionofthecalllistintheDescriptionfield.
6.
ClicktheSavebutton.
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Adding callers to a call list

Onceyouaddthecalllistrecord,youcanstartbuildingthecall
listintheCallListBuilder(Figure9.3.)
Primarycallersareresponsibleforcontactingcallrecipientsinthe
calllist.Youcanassignalternatestoacalllistpositionsothatif
theprimarycallerisnotavailable,thenthealternatecallercan
fulfillthecall.
Therootcalleristhepersonwhobeginsthecalllist.Ifnecessary,
youcanassignalternatestotherootcaller.Thealternaterootcaller
willbeginthecalllistiftheprimaryrootcallerisnotavailable.
Thepersonwhoacallercontactsisthecallrecipient.Youcanalso
assignalternatestoacallrecipient.Alternatecallrecipientswillbe
contactediftheprimarycallrecipientisnotavailable.
Apersoncanbeusedinmultiplecalllistswithinthe
sameplan.
Figure 9.3. Call List Builder window
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Building call lists

To add callers to a call list:
1.
Accessthecalllistrecord:
Opentheplan.
Inthedatasheet,highlightthecalllisttoaddcallersto.
IntheCallListDetailsarea,clicktheEditCallListbutton.
2.
LDRPSdisplaystheCallListBuilder.
3.
Toaddtherootcaller,thepersonwhowillbeginthecalllist:
4.
Intheleftdatasheet,accessthelistofcallersfrom
whichtochoose:
ClicktheVendorReps,CustomerReps,orEmployees
tabfortheperson(s)thatyouwanttoaddtothis
calllist.
ClickPrimary.
ClicktheInPlanorAlltab.
Doubleclickordraganddropthenameofthecallerto
therightpreviewpane.
Toassignprimarycallersandprimarycallrecipients:
Inthecalllisttree,highlightthecalllistpositionto
assigncallrecipientsto.
Intheleftdatasheet,accessthelistofcallerstochoose
from:
calllist.
ClickPrimary.
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Doubleclickthenameofeachcallrecipienttoadd.
Ordragthecallrecipientnamefromtheavailable
callerslisttothepreviewpane.Thendropthecall
recipientnameontothenameofthepersonmakingthe
call.
Thepreviewpanedisplaysanarrowfromthe
callersnametothenameofthenewcall
recipient.
5.
Toassignalternatecallersandalternatecallrecipients:
Inthecalllisttree,highlightthecalllistpositionto
assigncallrecipientsto.
Intheleftdatasheet,accessthelistofcallersfrom
whichtochoose:
calllist.
ClickAlternates.
Doubleclickthenameofeachalternatetoadd.
Ordragthealternatefromtheavailablelisttothe
previewpane.Thendropthealternateontothecalllist
position.
Ifanalternatealreadyexistsforthiscallposition,
amessageappears.ClicktheNobuttontoadd
thiscallerasanadditionalalternate;orclickthe
Yesbuttontoreplacetheexistingalternatewith
thenewcaller.
Adding a confirmation call

Ifyouwantacallertoconfirmthattheyhavecompletedtheir
branchofthelist,youcanrequirethemtoplaceaconfirmation
callaspartofthecalllist.
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Building call lists
Acallercanonlyplaceasingleconfirmationcall,anditmustbe
toaprecedingmemberofitscallchain(suchasaparentor
grandparentcaller.)
To add a confirmation call:
1.
Opentheplan.
Inthedatasheet,highlightthecalllisttomodify.
2.
3.
Inthecalllist,highlightthenameofthepersontomakethe
confirmationcall.
4.
ClicktheConfirmswithbutton.
OrrightclickthenameandchooseConfirmswith...
5.
Highlightthepersontoconfirmwith,thenclicktheOK
button.
6.
Tochangetheconfirmationcall:
7.
Highlightthenameofthepersonmakingthe
confirmationcall.
ClicktheConfirmswithbutton.
Highlightthenewpersontoconfirmwith,thenclick
theOKbutton.
Toremoveaconfirmationcall:
Highlightthenameofthepersonmakingthe
confirmationcall.
RightclickthenameandchooseRemoveconfirmswith...
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Starting another call list from the current

call list
Youcanhavearecipientinonecalllistinitiateanothercalllist.
Forexample,ifyourincidentcommanderactivatesateam
leaderscalllistwhenadisasterisdeclared,youmaywantthose
teamleaderstothenactivatethecalllistsfortheirteams.
To start another call list from the current call list:
1.
Opentheplan.
Inthedatasheet,highlightthecalllistfromwhichto
startthenewcalllist.
2.
3.
Inthecalllist,highlightthenameofthepersontostartthe
othercalllist.
4.
ClicktheStartsnewcalllistbutton.
OrrightclickthenameandchooseStartsanewCallList...
230
5.
Highlightthecalllisttostart,thenclicktheOKbutton.
6.
Ifyounolongerwantthispersontostartanewcalllist:
Highlightthenameofthepersonstartingthecalllist.
RightclickthenameandchooseRemovestartofnew
CallList...
Building call lists
Replacing callers in a call list

Whenapersonleavesyourorganization,youmayneedto
replacetheminthecalllist.Forexample,iftherootcallerofyour
departmentcalllisttransferstoanotherdepartment,replace
theirpositioninthecalllistwithanothercaller.
To replace callers in a call list:
1.
Opentheplan.
Inthedatasheet,highlightthecalllisttoreplacecallers
in.
2.
3.
Intherightdisplayarea,clickthenameofthepersonto
replace.
4.
Intheleftdatasheet,accessthelistofcallersfromwhichto
choose:
ClicktheVendorReps,CustomerReps,orEmployeestab
fortheperson(s)thatyouwanttoaddtothiscalllist.
Toreplacetheprimarycaller,clickPrimary.Orto
replacethealternatecaller,clickAlternates.
Topromoteanalternatetobecomeaprimary
callerinacalllistposition,seethenexttasks,
Movingpeopleandpositionsinacalllistand
Removingpeopleandpositionsfromacalllist.
5.
Highlightthepersonthatwillreplacetheexistingcaller.
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6.
ClicktheReplacepersonbutton.
Moving people and positions in a call list
Youcanmovepositionswithinacalllist,andyoucanreorder
callersinacallposition.
Youcannotpromoteanalternatecallertotheprimary
callerpositionifthatcallerisalreadyaprimarycaller
somewhereelseinthecalllist.
To move people and positions:

1.
Opentheplan.
Inthedatasheet,highlightthecalllisttoreorder.
2.
Tomoveacallpositionsothatitappearsbeforeanother
positioninthecalllist:
Clickthepositiontomove.
Draganddropthepositiontothetopleftcornerofthe
positionyouwantittoappearbefore.
3.
LDRPSmovesallcallersatthisposition,aswell
asallcallrecipientsassignedtothisposition.
4.
232
Tomoveacalllistpositionsothatitappearsafteranother
Draganddropthepositionontothebottomleftcorner
Building call lists
ofthepositionyouwantthemtoappearunder.
Tomoveapositionsothatitbecomesthechildofanother
Draganddropthepositionontothebottomright
cornerofthenewparentposition.
5.
6.
Toreordertheprimaryandalternatecallersinacalllist
position:
Inthecalllist,highlightthepositionwhosecallersyou
wanttoreorder.
ClicktheReorderpeoplebutton.
OrrightclickthepositionandchooseReorderpeople...
UsetheMoveUp( )andMoveDown( )arrowsto
rearrangethecallers,thenclicktheOKbutton.
Youcannotpromoteanalternatecallertothe
primarycallerpositionifthatcallerisalreadya
primarycallersomewhereelseinthecalllist.
Removing people and positions from a call

list
Youcanremoveprimarycallersoralternatecallers,orallcallers
atacalllistposition.
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To remove callers from a call list:
1.
Opentheplan.
Inthedatasheet,highlightthecalllisttoremovecallers
from.
2.
3.
Todeleteanalternatecaller:
4.
Inthecalllist,highlightthepositionwhosealternate
caller(s)youwanttodelete.
ClicktheDeletepersonbutton.
HighlightthecallertodeleteandclicktheOKbutton.
Todeleteaprimarycallerandpromotethealternatecallers:
ClicktheDeletepositionbutton.
ClicktheYesbuttontodeletetheprimarycallerand
promotethealternatecallers.
Inthecalllist,highlightthepositionwhoseprimary
calleryouwanttodelete.
Thefirstalternatebecomestheprimarycaller.If
thefirstalternateisalreadyaprimarycaller
somewhereelseinthelist,thepromotionofthe
alternatecallertoprimarycallerwillfail.
5.
Todeleteacalllistpositionsprimarycallerandany
alternatecallers,andtopromoteallchildrenofthecalllist
position:
234
Inthecalllist,highlightthepositionwhoseprimary
andalternatecallersyouwanttodelete.
Building call lists
6.
ClicktheYesbuttontodeletetheprimarycallersand
promotethechildren.
Iftherearealternatesforthiscalllistposition,clickthe
Nobuttontodeletethealternatecallersandpromote
thechildren.
Todeleteacalllistpositionsprimarycallers,alternate
callers,andallchildrenofthecalllistposition:
Inthecalllist,highlightthepositiontodelete.
ClicktheNobuttontodeletetheprimarycallers,
alternatecallers,andchildren.
Editing or deleting a call list record

Modifyacalllistsnameordescription,ifnecessary.Ordelete
calllistsyounolongeruse.
To edit or delete an existing call list:
1.
Opentheplan.
2.
Inthedatasheet,highlightthecalllisttoeditordelete.
Tomakechangestothecalllistrecord:
ChangeanydetailsaboutthecalllistintheCallList
Detailspane.
ClicktheSavebutton.
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3.
Todeletethecalllistrecord:
236
ClicktheYesbutton.
10
Generating reports
ThischapterdescribesviewingandprintingLDRPSreports.
LDRPSreportsprovideanorganizedviewofyourLDRPSdata
andplans.Onceyougenerateareport,youcansaveitorprintit
intheselectedformat.
Forinformationoncreatingcustomreports,seetheLDRPS
AdministratorGuide.
Figure 10.1. example of an LDRPS report in the PDF viewer
Viewing and printing reports

Toreviewthecontentsofareportandprintit,highlightthe
desiredreportandclicktheViewbutton.
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LDRPS User Guide
Somereportsallowyoutoapplyafiltertothereportyouwant
torun.Filterthedataonareportwhenyouwantthereportto
onlydisplaydatathatmeetsacertaincriteria.Forexample,you
maywanttogenerateanemployeereportthatshowsonly
employeesintheAccountingdepartment.
Forfilterablereports,youcanuseexistingfilters,orcreateanew
onewhenyourunthereport.
To view and print a report:
1.
IntheReportswindowthatappears,expandtheReportstree
itemandhighlightthecategoryofreportsyouwantto
view.
2.
ClicktheReportsbuttonbelowthemaintoolbar.
Toseealistofallreportsregardlessofcategory,click
AllundertheReportstreeitem.
3.
Highlightthereporttorun.
4.
ClicktheViewbutton.
5.
Ifthereportisfilterable,youwillbegiventheoptionto
applyafiltertothereportsoutput.
Toreportonalldata,clicktheSelectAllDataradio
buttonandclicktheNext>button.
Toapplyafiltertothisreport:
ClicktheSelectDataFilterradiobutton.
Choosethefiltertouseorcreateanewfilter.
SeeUsingviewfiltersonpage37fordetails
oncreatingdatafilters.
6.
Ifthereportisaplanbasedreport,youarepromptedto
selecttheplan(s)forwhichyouwouldliketoviewreport
data.
238
ClicktheNext>button.
SelectaplanfolderfromthePlanStructuretreeonthe
Generating reports
left.
Doubleclickeachplanyouwouldliketoreporton.
Selectedplansdisplayatthebottomofthescreen.
ClicktheNext>button.
Selecttheformatinwhichtoviewthereportandclickthe
RunReportbutton.
7.
Toselectallplanswithinafolder,doubleclick
orrightclickonthefoldername.Toselecta
rangeofplans(orallplans),clickonthefirst
planname,holdtheShiftkey,selectthelastplan
name,andclicktheNewbutton .
YoucanviewreportsinAdobeAcrobat(.PDF),
CrystalReports(.RPT),MicrosoftExcel(.XLS),
MicrosoftWord(.DOC),orinatextviewer(.TXT)or
commadelimitedviewer(.CSV.)
! Inordertoviewareport,youmusthavetherelevant
softwareinstalledlocally.Forexample,toviewa
reportin.RPTformat,youmusthaveCrystalReports
Writerinstalledlocally.Formoreinformation,
contactyourLDRPSAdministrator.
8.
LDRPSdisplaystheselectedreportintheselectedformat.
ClickthePrintbuttontosendthereporttoaprinter.
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11
Working with
documents
ThischapterexplainshowtomanagedocumentsinLDRPS.
Task
Page
Understanding the Document dictionary
241
Understanding document conversion
242
Adding a document
244
Editing a document
247
Deleting a document
248
Viewing a document
249
Understanding the Document dictionary
TheDocumentdictionaryisusedtostoredocumentresourcesthat
wouldonlybeneededinsupportoforresponsetoanincident,
suchasevacuationroutes,hotsiteagreements,orinsuranceclaim
forms.YoucanadddocumentstoLDRPSandthenprintthemas
partofyourplans.
Documentationthatyouuseorconformtoundernormal
workingconditionsshouldbereferencedasavital
record.Forinformationonworkingwithvitalrecords,
seepage139to141.
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LDRPS User Guide
Youmaywanttoattachthefollowingkindsofdocumentsto
yourplans:
Document type Examples
Procedures
staff notification procedures
system restoration procedures
emergency supply kit checklists
team assignment checklists
Floorplans
layouts and schematics of primary or

alternate sites
Recovery
insurance claim forms
purchase orders
evacuation routes
locations of gas or water shuttoff

valves, circuit breakers, or emergency
exits
Checklists
Response
Understanding document conversion

Assoonasyouaddadocumenttothedictionary,LDRPS
convertsthedocumenttoPDF.LDRPSalsogeneratesan
updatedversionofthePDFwheneveryoucheckoutandcheck
inthedocumentagain.
ConvertingeachdocumenttoPDFwhenyouaddittothe
dictionaryensuresthatitwillsuccessfullyprintwithyourplan.
! LDRPSdoesnotsupportlinkingtoexternaldocuments.
Thisisbecauseattemptingtoprintlinkeddocuments
frequentlyrequiresuserinteractionsuchaswouldbe
experiencedwhenadocument:
242
movestoadifferentlocation;
residesonamachinethathascrashed,shutdown,
orbeenrenamed,thatrequiresaloginor
password,orthatisotherwiseinaccessible;or
Working with documents
requestsprintspecifications,apassword,or
authorizationtorunmacros.
SincenotallfiletypescanbeconvertedbyLDRPS,andsince
somedocumentsettingsmaypreventevenallowabledocument
typesfromprinting,LDRPSusestheseconversionstatusesto
indicatewhetherornotthedocumentsuccessfullyconverted:
Conversion status
Explanation
The document successfully converted, and
it will print in plans to which it is assigned.
To verify that the document converted as
you expected, click the View File button on
the document record.
ConversionFailed
The document is a supported file type, but

one or more of the documents settings
prevent it from converting. Verify that the
document does not contain any macros,
and that it does not require user
intervention to access or print.
Unsupported
FileType
The document is not a file type that LDRPS

supports. Save the document in a different
format and attempt to attach it again.
ConversionSuccess
Whenadocumentwhoseconversionfailedissettoprint
inaplan,LDRPSwillskipoverthatdocumententirely
andcontinueprintingtherestoftheplan.
LDRPSAdministratorscanrunreportstoseewhich
documentsdidntconvertsuccessfully.
Understanding failed conversions

DocumentsthatLDRPSmaynotbeabletoconvertincludethose
thatrequireuserinterventiontoaccessorprint,forexample:
passwordprotecteddocuments
readonlydocuments
documentswithmarginsoutsidetheprintablearea
documentscontainingmacros
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LDRPS User Guide
documentscontaininglinkedobjectsorfiles
IfLDRPScannotconvertadocumentyouattach,thesystemwill
alertyouoftheproblembydisplayingtheConversionFailedor
UnsupportedFileTypestatusintheConversionStatuscolumnofthe
recordsdatasheet.
Adding a document
YoucanadddocumentstoLDRPS,andprintthemalongside
otherreportsanddocumentsinatableofcontents.
Usually,youshouldaddanydocumentsthatwillbeusedina
recoverysituation,suchasresponseteamsignoffsheets,hotsite
floorplans,oremergencysupplychecklists.
Ifyouuseadocumentdaily,orifyoumustconformtoits
proceduresundernormalworkingconditions,then
referencethedocumentasavitalrecord.Fordetails,see
Addingavitalrecordtothedictionaryonpage139.
244

Figure 11.1. Documents screen
To add a document:
1.
2.
AccesstheDocumentsscreen:
ClicktheDocumentandReportManagerbuttonin
themaintoolbar.
Intheleftnavigationpane,clicktheDocs/Reportstab,
expandtheDocumentsfolder,andclickAll.
ClicktheNewbuttonintheDocumentDetailsarea.
Identifythedocument:
IntheDocumentIDfield,entertheorganizations
identifierforthisdocument.
IntheDocumentNamefield,typeanameforthis
documentrecord.
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LDRPS User Guide
3.
IntheDescriptionfield,enteradescriptionofthe
documentthatyouaregoingtoattach.
ClickBrowseattheendoftheDocumentCategoryfield
andchoosethecategoryofdocumentthatthisis.
Setdetailsaboutthedocument:
Ifyouwantotheruserstobeabletoaccessthis
document,includingnonadministrativeusers,check
theShareDocumentbox.
Checkingthisboxdoesnotensurethatallusers
willhaveaccesstothisdocument.Individual
usersecuritysettings(imposedbytheLDRPS
Administrator)willstillapply.
ClickBrowseattheendoftheDocumentOwnerfield,
andchoosethepersonwhoisresponsibleforthis
document.
IntheDocumentReplacementTypefield,choosethe
sectionthatthisdocumentshouldreplaceinthetable
ofcontents.Ifyoudonotwantthisdocumentto
replaceatableofcontentssection,leavethisfield
blank.
Documentreplacement,ordocumentsubstitution,
istheautomaticreplacementofatableof
contentsdocumentwithaplanspecific
documentwhentheplanispublished.Formore
informationondocumentreplacement,seethe
DocumentandReportManagerchapterinthe
LDRPSAdministratorGuide.
4.
ClickBrowseattheendoftheAuthorfield,andchoose
thepersonwhocreatedthisdocument.
IntheAdditionalDetailfield,enteranyother
informationaboutthisdocument.
Attachthedocument:
ClicktheAddFilebutton.
TheSelectFilewindowopens.
246
ClicktheBrowsebutton.
Navigatetothefileyouwanttoattach,highlightit,and
clicktheOpenbutton.
ClicktheUploadFilebuttontosavethedocumentto
LDRPS.
TheSelectFilewindowcloses.
5.
ClicktheSavebutton.
! Tofindoutwhetherornotthedocumentconverted
properly,lookintheDocumentPDFConversionStatus
columnforastatusmessage,suchas
ConversionSuccessorConversionFailed.
Editing a document
Youcanchangedetailsaboutadocument,oreditthecontentof
documentsyouhaveaccessto.Toeditthecontentofa
document,checkthedocumentoutofLDRPS.Youdonotneed
tocheckoutadocumentinordertovieworprintit.
To edit a document:
1.
2.
Accessthedocumenttoedit:
themaintoolbar.
expandtheDocumentsfolder,andclickAll.Orclickthe
relevantdocumentcategory
Inthedatasheet,highlightthedocumenttoedit.
IntheDocumentDetailstab,clicktheCheckOutbutton.
! Whenyoucheckoutadocument,nootheruserswill
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LDRPS User Guide
beabletomodifyituntilitischeckedbackin.
Ifthisfiletypeissupportedbyanapplicationthatis
installedonthemachinerunningLDRPS,the
documentopensinthatapplication.
3.
Makeyourchangestothefile,thensavethefilewithinthe
documentsapplication.
4.
ClosethedocumentsapplicationtoreturntoLDRPS.
5.
TocheckthemodifieddocumentbackintoLDRPS:
ClicktheCheckInbutton.
TheSelectFilewindowopens.
ClicktheBrowsebutton.
Navigatetothefileyouwanttocheckin,highlightit,
andclicktheOpenbutton.
ClicktheUploadFilebuttontosavetheupdated
documenttoLDRPS.
TheSelectFilewindowcloses.
Ortocancelyourchangesandreverttothepreviously
savedversionofthisdocument,clicktheUndoCheckOut
button.
Deleting a document
Youcandeletedocumentsthatarenolongernecessary,suchas
evacuationproceduresforabuildingthatyounolongeroccupy,
orinsuranceclaimformsfromaprovidernolongerinsuresyou.
To delete a document:
1.
Accessthedocumentrecordtodelete:
248
themaintoolbar.
Inthedatasheet,highlightthedocumentrecordto
delete.
2.
3.
Intheconfirmationmessagethatappears,clicktheYes
buttontoconfirm.
OrclickNotocancel.
documentyouaretryingtodelete.UsetheRelated
Viewing a document
ViewaPDFversionofadocumentifyouwanttoverifyits
content,orifyouwanttoprintcopiesofitwithoutcheckingit
out.YoucanviewthePDFversionofthedocumentwhetheror
notyouhaveaccesstotheapplicationthedocumentwascreated
in.
To view a document:
1.
Accessthedocumentrecordtoview:
themaintoolbar.
Inthedatasheet,highlightthedocumenttoview.
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LDRPS User Guide
IntheDocumentDetailstab,clicktheViewbutton.
2.
LDRPSopensaPDFversionofthedocument.
250
12
Building tables
of contents
Thischapterexplainshowtobuildandapplytablesofcontents
usedforprintingplans.
Task
Page
Adding a table of contents
251
Assigning plans to a table of contents
254
Editing a table of contents
254
Deleting a table of contents
255
Adding a table of contents

Whenyoupublishaplan,thetableofcontentsdeterminesthe
output.Thetableofcontentsidentifiesthedocumentsand
reportsthatshouldbeincludedinaplan,andtheorderinwhich
theywillbeprinted.
Certaintypesofplanswillrequirespecificdocumentsthatothers
willnot.Asiteemergencyresponseplanshouldprobably
containevacuationprocedures,butaprocessrecoveryplan
probablyshouldnot.
Inordertoprintaplan,youmustchooseatableof
contentstouse.TheGlobalDefaultTableofContentsis
automaticallyassignedtoeachplanwhenitiscreated.
Whenyoupublishaplan,youcanusetheGlobalDefault
TableofContents,oryoucanoptionallychooseanother
tableofcontentstoapply.
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LDRPS User Guide

Figure 12.1. TOC Editor window
To add a table of contents:

1.
2.
252
AccesstheTablesofContentsscreen:
themaintoolbar.
Intheleftnavigationarea,clicktheDocs/Reportstab,
expandtheTablesofContentsfolder,andclickAll.
Addthetableofcontentsrecord:
ClicktheNewbuttonintheTableofContentsDetails
area.
IntheNamefield,typeanameforthistableofcontents.
IntheDescriptionfield,enteradescriptionofthistable
Building tables of contents
ofcontents.
IntheCategoryfield,choosethecategorythatthistable
ofcontentsbelongsto.
3.
4.
ClicktheSavebutton.
AccesstheTOCEditorwindow:
ClicktheDocumentsandReportstab.
ClicktheEditbuttontoopentheTOCEditorwindow.
Adddocumentsandreportstothetableofcontents:
ClicktheModifyAssignmentsbuttontoopentheRecords
assignedtoTableofContentsrecordwindow.
ClicktheDocumenttabtoaddadocumenttothetable
ofcontents.
OrclicktheReporttabtoaddareporttothetableof
contents.
Checktheboxnexttothedocumentorreporttoadd.
Ifyouwantthisdocumentorreporttoappearasan
appendixinthistableofcontents:
ClicktheTableofContentsSectionDetailstab.
IntheTableofContentsSectionfield,choose
Appendix.Orifyouwantthisdocumentorreportto
appearinthemainsectionofthetableofcontents,
leavethisfieldsettoMainBody.
ClicktheSavebutton.
ClicktheOKbutton.
Thedocumentsorreportsyouaddedappearin
theTOCEditorwindow.
5.
Formatthetableofcontents:
Tochangetheorderofdocumentsandreports,
highlighttheitemtomoveandclicktheup( )or
down( )arrows.
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LDRPS User Guide
Torestartthepagenumbersatthefirstpageofa
section,checktheRestartNumbering?box.
Toaddachapternumbertoasection,typeanumberor
letterintheChaptercolumnnexttoeachsection.The
chapternumberyouenterhereappearsbeforethepage
numberintheprintedplan.
IntheFooterarea,typeanyinformationthatyouwant
toappearinthefooterofpagesthatareprintedusing
thistableofcontents.
6.
7.
ClicktheSavebutton
ClicktheClosebuttontoclosetheTOCEditorwindow.
Assigning plans to a table of contents

Tablesofcontentscanbeassignedtoaplanbyyour
AdministratorthroughthePlanStructureorSetupSecurity
screens.Formoredetails,seetheLDRPS10AdministratorGuide.
Editing a table of contents

Modifyatableofcontentsasnecessary,suchaswhenyouneed
toaddordeletedocumentsandreports,orwhenyouwantto
changetheorderorpagenumberingofatableofcontents.
To edit a table of contents:
1.
254
themaintoolbar.
Highlightthetableofcontentstoedit.
Building tables of contents
Toeditthetableofcontentsrecord:
3.
MakeyourchangesontheTableofContentsDetailstab.
ClicktheSavebutton
Toeditthetableofcontentsstructure:
ClicktheDocumentsandReportstab.
ClicktheEditbuttontoopentheTOCEditorwindow.
Makeyourchanges.
2.
ClicktheModifyAssignmentsbuttontoremove
documentsandreportsalreadyassigned,orto
addotherdocumentsandreportstotheTOC.
Tochangetheplansassignedtothetableofcontents:
ClickthePlantab.
ClicktheAssigntoPlansbutton.
4.
ClicktheSavebuttonandclosetheTOCEditor
window.
TheSelectPlanstoAssignwindowopens.
Makeyourchanges.
ClicktheOKbutton.
Deleting a table of contents

Deletetablesofcontentsthatyounolongeruse.
To delete a table of contents:
1.
themaintoolbar.
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LDRPS User Guide
2.
3.
Highlightthetableofcontentstodelete.
IftheRelatedRecordswindowappears,youare
attemptingtodeleteatableofcontentsthatis
assignedtooneormoreplans.UsetheRelated
Recordsfeaturetoresolvethoseassignment.See
256
13
Publishing plans
ThischapterdescribeshowtopublishyourLDRPSplans.
Task
Page
Managing and securing printed plans
257
Printing a plan
258
Viewing printed plans
260
Managing and securing printed plans

JustasyoumaintainthesecurityofyourLDRPSdatabase,so
shouldyoumaintainthesecurityofyourLDRPSprintedplans.
Youshoulddistributeprintedcopiestothosepeoplewhowill
needtoaccesstheplaninordertorespondtoandrecoverfroma
disruption.
However,keepinmindthatinformationinyourplanmaybe
private,confidential,orclassified;copiesofyourplanshouldbe
keptassecureasanyotherdatayoumaintaininLDRPS.
Makesurethatwhenevertherearechanges,thatthesepeople
willbegivenaccesstotheupdatedversionoftheplan.
Youshouldalsostorecopiesofyourplansinasecurelocation
Makesurethatwhereveryoustoreyourplans,theywillbesafe
fromfire,flood,orotherdisaster,andthatcanbeeasilyaccessed
afteradisruption.
Besuretodisposeofoutofdateplansappropriately,and
destroyanyconfidentialorsensitivematerialsincludedinthem.
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LDRPS User Guide
Printing a plan
LDRPSletsyougeneratePDFcopiesofyourplansinLDRPS,
andthendistributeorstorethemasnecessary.Youshouldprint
yourplanswheneverchangesaremadetotheplanorto
informationintheplan.
Figure 13.1. Select Options and Publish tab of the Publish screen
To print a plan:
1.
ClickthePublishbutton.
2.
ClicktheSelectOptionsandPublishtab.
3.
Choosetheplanstoinclude:
258
ClicktheNewbuttonintheSelectedPlansarea.
Publishing plans
Navigatethroughtheplanstructuretofindtheplanto
assign.
Toselectallplanswithinafolder,doubleclickor
rightclickonthefoldername.Toselectarange
ofplans(orallplans),clickonthefirstplan
name,holdtheShiftkey,selectthelastplan
name,andclicktheNewbutton .
AssignorunassignoneormoreplansandclicktheOK
button.
Tochangetheprintorderofplans,highlightaplanand
clicktheMoveUp( )andMoveDown( )arrows.
4.
IntheChoosethetableofcontentstousearea,clicktheDefault
AssignedtoPlanbuttontousethedefaulttableofcontents
assignedtoeachoftheplans.
Ortoapplyaspecifictableofcontentstoallplansinthis
printing:
ClicktheSelectFromListbutton.
Choosethetableofcontentstouse.
Ifyouchosetwoormoreplansinstep3andchosenotto
usethedefaulttableofcontents,choosetheprintstylein
theSelectthestyleofyourprintedplanarea.
5.
ChooseFlatstyletoprinteachplansequentially,and
toprintseparatereportsforeachplan.ChooseBook
styletoprinteachreportintheorderitappearsin
thetableofcontents,andtohavethereportscombine
datafromalltheselectedplans.
6.
IntheCoverPagefield,enteranyinformationyouwantto
appearonthecoverofthisprintedplan.
7.
ThetextintheFooterfielddefaultsfromthetableof
contentsyouselectedinstep4.Youcanmodifythistextto
includeanyinformationyouwanttoappearinthefooterof
thisprintedplan.
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LDRPS User Guide
Toprintplanspecificdocumentsfortheselectedplans,
checktheIncludePlanSpecificAppendicesbox.
9.
ClickthePublishPlansbuttontopublishtheselectedplans.
8.
LDRPSpublishestheselectedplans.Toviewthe
resultsofthisprinting,seethenexttask.
Viewing printed plans

Onceaplanispublished,youcanviewtheresultsofthe
printing.YoucansavethePDFlocallyorprintapapercopy.
Figure 13.2. Publish History tab of the Publish Plans screen
To view a published plan:

1.
260
OnthePublishscreen,clickthePublishHistorytab.
Publishing plans
Highlightthecompletedprintingtoview.
2.
CompletedprintingsappearintheCompleted
Publicationslist.Ifaplanisintheprocessof
publishing,itappearsinthePublicationsinProgress
list.
ClicktheShowPlanDocumentbutton.
3.
TheDownloadingFilewindowopens.Ifthefile
doesntbegindownloadingrightaway,clickthe
DownloadFilebutton.
ClicktheOpenbuttontoviewthePDFwithoutsavingit
first.
4.
LDRPSopensaPDFversionoftheplan.Youcan
savethisversiontoanotherlocationorprintitfor
yourrecords.
OrtosavethePDFtoanotherlocationthatyoucanaccess
later:
ClicktheSavebutton.
IntheWindowsfilesystem,navigatetothefolder
whereyouwanttosavethePDF.
EnteranameforthefileandclicktheSavebutton.
To cancel publishing:
1.
OnthePublishscreen,clickthePublishHistorytab.
2.
Highlighttheprintingtocancel.
3.
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LDRPS User Guide
262
14
Plan Review
ThischapterdescribessubmittingLDRPSplansforreview.
PlanReviewisavailabletoLDRPSEnterprisecustomers
only.IfyouareanLDRPSProfessionalcustomer,you
canignorethischapter.
Task
Page
Submitting a plan for review or approval
263
Tracking submitted plans
268
Viewing reviewer responses
268
Updating plan review status
269
Viewing archived plan reviews
270
Submitting a plan for review or approval

ManyLDRPScustomershaveauditors,regulators,orothertypes
ofreviewerstoverifythatplansarewritteninaccordancewith
certainstandards.ThePlanReviewscreenallowsyouto
designatereviewparticipants,submitplanstothem,andseethe
statusofthereviewprocess.
Before submitting plans for review

Considerthefollowingbeforesubmittingplansforreviewor
approval:
Consideranyformalreviewpoliciesyourorganizationhas
establishedtoverifythatyouarefollowingthecorrect
proceduresfortiming,participants,andreviewprocess.
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Ensurethateachpersonwhoisintendedtoreviewtheplan
hasbeenassignedtoaRoleintheAccountabilitiessection
ofthePlanHomePage.Onlypeopleassignedtoplanroles
maybechosentoreceivethatplanforreview.
Ensurethateachpersonwhoisintendedtoreviewtheplan
hasanemailaddressspecifiedinhis/herLDRPSuser
accountsothatthereviewnotificationwillbedelivered.
Ensurethattheplanisinasuitablestateofcompletionfor
thetypeofreviewyouwantperformed.Forexample,do
notsubmitaplanindraftstatusforafinalreview.
To submit a plan for review:

Opentheplan.
1.
2.
SelecttheReviewPlantab.
Figure 14.1. Plan Review screen
3.
264
Clickthe
instance.
Newbuttontocreateanewplanreview
Plan Review
Selectatypetoindicatewhetheryouaresubmittingthe
planforreview,approval,ortesting.
4.
ClicktheAddbuttontodefineanewplanreview
type.
5.
ClickthedropdownarrowintheDueDatefieldtoselecta
datefromthecalendar.
6.
EnteraTitleforthissubmission.
7.
Specifythepublishedplantouseforthissubmission:
8.
9.
10.
Iftheplanhasbeenpublished,youcanselectthelast
publishedversion,or
Iftheplanhasnotbeenpublishedoryouwantto
republishedwhensubmittingtheplan,choosePublish
Immediately.
ClicktheMemobuttontoexpandtheInstructionsfield
andenteranyguidelinesforthereviewerswhowillreceive
thisplan.
ClicktheSavebutton.
ClicktheAssignObjectivesbuttontoenterorselectthegoals
ofthisreview.
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Figure 14.2. Plan Review Objectives
Objectivesarerequiredfortheplantobesubmitted
forreview.
11.
ClicktheAssignParticipantsbuttontoselectthepeoplewho
willbeassignedtoreview,approveortesttheplan.
Figure 14.3. Plan Review > Assign Participants
266
Plan Review
Checkeachpersonwhoshouldreceivetheplanandclick
OK.
TheAssignParticipantsscreenlistsuserswhoare
assignedtoaccountabilityrolesfortheplan.These
reviewerswillreceivethesubmittedplanonlyifthey
haveemailaddressesdefinedwiththeiruser
accountsinSecurity.Thisscreenindicateswhether
thereviewershaveemailaccountsdefined.
Tosubmitthereviewtosomeonenotinthislist,
selectthePlanHomePagetabandassigntheperson
toaRoleunderAccountabilitiesinthetree.
ClicktheSubmitPlanbutton.Thesubmissionismarked
InProgressandanotificationemailissenttoeach
selectedreviewer,alongwiththereviewinstructionsyou
provided.
12.
Userswithplanssubmittedforreviewwillfinda
messageontheLDRPSHomePagewhentheylogin.
! Oncesubmitted,areviewsdetails,participantsand
objectivescannotbechanged.
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Tracking submitted plans

Onceyouhavesubmittedaplanforreview,youcanfollowthe
reviewrecipientresponsesandupdatethereviewstatus.
Figure 14.4. Plan Review screen > Submitted plan review
Viewing reviewer responses

Toviewreviewerresponses,selectasubmittedplanandclickthe
ViewParticipantResponsesbutton.
268
Plan Review
Figure 14.5. Plan Review > View Participant Responses
Updating plan review status

Whenthereviewiscompleteormustbeclosedforanother
reason,youcanchangethestatustocanceledorclosedby
clickingtheChangeStatusbutton.
To update the status of a submitted plan:
Opentheplan.
1.
SelecttheReviewPlantab.
3.
Selecttheplanreviewyouwanttoupdate.
2.
UsetheSearchatthebottomofthescreentolocatea
specificreview.
4.
ClicktheChangeStatusbuttonandselectthenewstatus.
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Thereviewstatusisupdatedinthedatasheet.Reviews
markedascompletearemovedtotheArchivedPlanReviews
section.
5.
WhenthereviewstatusischangedtoClosed,all
reviewerswillautomaticallyreceiveanotificatione
mail.
Viewing archived plan reviews

OnceaplanreviewhasbeenchangedtoastatusofComplete,
youcanviewitbyselectingArchivedPlanReviewsfromthetree
ontheReviewPlantab.
Figure 14.6. Archived Plan Reviews screen
Archivedplanreviewaredeletedafterthenumberofdays
specifiedbyyourLDRPSAdministratorthroughFeature
Configuration.
270
Plan Review
Reviewing submitted plans

WhenaplanhasbeensubmittedtoanLDRPSuserforreview,
thatusershomepagewillcontainaplanreviewmessageonthe
LDRPShomepagewhenhe/shelogsin.
Figure 14.7. LDRPS home page with Plan Review
Instructionsforcompletingthereviewappearintheobjectives
sectionatthebottomleftofthescreen.Thereviewercanopen
theplanbyclickingtheShowPlanDocumentbutton,which
showsthepublishedplandocumentinthePDFviewer.
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LDRPS User Guide

Figure 14.8. sample LDRPS Printed Plan PDF
Oncethereviewofthepublishedplandocumentiscomplete,
closethePDFviewerandclickthe buttonontheResponse
DetailstabtoopentheCommentswindow.Enteryourreview
feedbackandclickOK.
Figure 14.9. Response Details screen
Iftheplanmeetsthespecifiedobjective,clicktheObjectivemet
box.Ifnot,leavethisboxunchecked.Toindicatethatyouare
finishedwiththereview,checktheboxnexttoReviewComplete.
! Checkingthisboxmarksthereviewasreadonly,sodo
notcheckthisboxunlessthereviewisactuallycomplete.
Thenexttimeyoulogon,thereviewwillberemoved
fromyourhomepage.
272
Glossary
alternate site Asitemaintainedspecificallyforuseduringa

businessdisruptioninwhichtheprimaryfacilitiesare
inaccessible,inordertocontinuemissioncriticalactivities.Also
backupsite.
applicationAnycomputerprogramthatrequiresadvanced
userinterventiontoinstallandsetup.Contrastwithsoftware.
assetAnitemofmonetaryvaluethatyourcompanyowns,
usuallysomethingthatcangeneratecashflow,suchasinventory
orrealestate.
backlogThebuildupofwork(orders,billing,etc.)that
happensbecauseofaprocessorsysteminterruption.
backup siteSeealternatesite.
base recordTherecordfromwhichyouhavelaunchedthe
RelatedRecordsfunction.
business continuity coordinator Amemberofthebusiness
continuitymanagementteamwhoisassignedtheoverall
responsibilityforcoordinationofthebusinesscontinuity
program,ensuringteammembertraining,testing,and
maintenanceofrecoveryplans.
business continuity plan (BCP)Acollectionofprocedures
andinformationwhichisdeveloped,compiledandmaintained
inreadinessforuseintheeventofanemergencyordisaster.
Alsobusinessrecoveryplan,disasterrecoveryplan,recoveryplan.
business continuity planning (BCP)Theadvanceplanning
andpreparationswhicharenecessarytoidentifytheimpactof
potentiallosses,formulateandimplementrecoverystrategies,
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LDRPS User Guide
developrecoveryplanstoensurecontinuityofservicesinthe
eventofadisruption,andadministeracomprehensivetraining,
testingandmaintenanceprogram.Alsocontingencyplanning,
disasterrecoveryplanning,businessrecoveryplanning.
business continuity program (BCP)Anongoingprocess
supportedbyseniormanagementandfundedtoensurethatthe
necessarystepsaretakentoidentifytheimpactofpotential
losses,maintainviablerecoverystrategiesandrecoveryplans,
andensurecontinuityservicesthroughpersonneltraining,plan
testingandmaintenance.Alsodisasterrecoveryprogram,business
recoveryprogram,contingencyplanningprogram
business impact analysis (BIA) Anassessmentofan
organizationsvulnerabilitytobusinessinterruption.TheBIA
measurestheeffectofresourcelossandescalatinglossesover
time,inordertoprovideseniormanagementwithreliabledata
uponwhichtobasedecisionsonriskmitigationandcontinuity
planning.Alsobusinessimpactassessment,businessimpactanalysis
assessment
business interruption Anyevent,whetheranticipatedor
not,thatdisruptsanorganizationsnormalbusinessactivities.
business interruption costs Costsassociatedwitha
businessinterruption.
business interruption insuranceInsurancecoveragefor
expensesacompanymayincuruntiloperationshavefully
recoveredfromabusinessinterruption.
business processesSeeprocesses.
business recovery plan Seebusinesscontinuityplan(BCP).
business recovery planning Seebusinesscontinuityplanning
(BCP).
business recovery program Seebusinesscontinuityprogram
(BCP).
274
Glossary
company Whenreferringtorecovery,companyreferstoany
organization,businessunit,ordepartmentforwhichyouare
creatingaplan.
contingency planningSeebusinesscontinuityplanning(BCP).
contingency planning programSeebusinesscontinuity
program(BCP).
critical data pointThepointbywhichprocessesmustbe
restoredinordertomeetrecoveryobjectives.
critical functionProcessordatawhoseinterruptionor
unavailabilityforseveralbusinessdayswouldsignificantly
jeopardizetheorganizationsoperations.
Crystal ReportsAflexiblereportingtoolproducedby
BusinessObjects,usedtocreatedynamicLDRPSreports.
dependency Therelianceofonecorecomponent(application,
hardware,orprocess)uponanother.
disasterAsudden,unplannedcalamitouseventwhichcauses
lossandhardshiptoallorpartofanorganizationandthereby
significantlyimpactsitsabilitytodeliveressentialservicesfor
someperiodoftime.
disaster recovery plan (DRP)Seebusinesscontinuityplan
(BCP).
disaster recovery planning (DRP)Seebusinesscontinuity
planning(BCP).
disaster recovery program (DRP)Seebusinesscontinuity
program(BCP).
emergencyAnactualorimpendingsituationthatmaycause
injury,lossoflife,destructionofproperty,orthatmayinterfere
withnormalbusinessoperationstosuchanextentthatitposes
thethreatofdisaster.
employeeAnyonewhoperformsworkforyourorganization,
usuallyanyonewhoreceivesapaycheckfortheirtimeand
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LDRPS User Guide
effort.Employeescanbefulltimeorparttime,permanentor
contract,andcanreceiveasalaryorhourlypay.Seealsovendors.
equipment Itemsusedinbusinessoperations,forexample,
forklifts,packagingmachines,orprinters.
essential service Aservice,suchaselectricity,whose
unavailabilitywouldrenderabuildingorprocessunavailable.
expected loss Theexpectedimpactofabusinessdisruption.
exposure Vulnerabilitytorisk.
extraordinary expenseAnoperatingexpensethatexistsasa
resultofaninterruptionordisasteranddirectlyaffectsthe
financialpositionoftheorganization.
filterAdvancedsearchesthatyoucansavetouseagainlater.
Theycanalsobeaccessedinrelatedproductareas,suchas
Reports.Forexample,ifyoucreateafilterfortheEmployees
screen,youwillbeabletoaccessitandapplyittotheEmployees
byWorkLocationreport.
financial impact Anoperatingexpensethatcontinues
followinganinterruptionordisaster,whichasaresultofthe
eventcannotbeoffsetbyincomeanddirectlyaffectsthe
financialpositionoftheorganization.
goodwill Avalueofanorganizationbeyondthevalueofits
assets.Thisvalueiscreatedbycustomerconfidenceandthe
companysreputationinthemarketplace.
hardwareAnyelectronicequipmentthatmakesupa
computersystem.InLDRPS,thetermhardwaredoesnot
applytocomputersystemsthatcanbepurchasedatalocal
computerstore,butrathertoequipmentthatrequiresagreater
amountofefforttosetup,suchasaserver.
high-risk area Locationsparticularlyatrisktofloods,
earthquakes,tornadoes,andothernaturaldisasters.
hotsite Adatacenterfacilitywithsufficienthardware,
communicationsinterfaces,andenvironmentallycontrolled
276
Glossary
spacecapableofprovidingnearimmediatebackupdata
processingsupport.
human threat Possibleoperationalorfinancialdisruption
resultingfromintentionalhumanactions,suchasvandalism,
terrorism,sabotage,etc.
information security Thesecuringorsafeguardingofall
sensitiveinformationownedbyanorganization.
inherent riskAhumanornaturalriskthatcannotbe
managed.
LDRPS (Living Disaster Recovery Planning System)
Comprehensivebusinesscontinuityplanningsoftware,created
byStrohlSystems.
locationsPhysicalareaswhereyouconductbusiness,or
whereyoucouldconductbusinessinadisruption.
lossAnynegativeconsequenceofabusinessdisruption.
loss reduction Methodsusedtolimitexposuretoaparticular
risk,suchasevacuationplans,backupprocedures,fire
extinguishers,orinsurancepolicies.
maximum outage allowable (MOA) Thetimeframeduring
whicharecoverymustbecomeeffectivebeforecompromising
theabilityofthebusinesstorecoverfromthedisruption.
mission-critical application Applicationsthatarenecessary
fortheorganizationtoachieveitsbusinessobjectives.
mission-critical activityOperationsoractivitiesthatare
necessaryfortheorganizationtoachieveitsbusinessobjectives.
MOA Seemaximumoutageallowable.
natural threat Eventsinnaturethatcouldpotentiallyimpact
anorganization,suchasfloodsorearthquakes.
network outage Systemunavailabilitycausedbya
communicationfailureaffectinganetworkofcomputer
terminals,processors,orworkstations.
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LDRPS User Guide

off-site locationAstoragefacilityatasafedistancefromthe
primaryfacilitywhichisusedforhousingrecoverysupplies,
equipment,vitalrecords,etc.
operational impact Animpactnotquantifiableinfinancial
terms,butwhichmaybeamongthemostseverelyaffectedbya
disruption.
operational risk Theriskthatflawsininformationsystems
orinternalcontrolswillproduceanunexpectedlosscausedby
humanerror,systemfailure,etc.
organizationWhenreferringtorecovery,organizationrefers
toanycompany,businessunit,ordepartmentforwhichyouare
creatingaBIA.
outageTheinterruptionofautomatedprocessingsystems,
supportservicesoressentialbusinessoperationswhichmay
resultinthecompanysinabilitytoprovideserviceforsome
periodoftime.
pre-positioned resource Materialsuchasequipment,forms,
andsuppliesstoredatanoffsitelocationtobeusedinbusiness
resumptionandrecoveryoperations.
preventative measure Anysteptakentolessenthe
likelihoodthatbusinessprocessescouldbeaffectedbybusiness
disruptions.
prevention Theprocessofplanningforand/orimplementing
controlstopreventincidentsandmanagerisksbydecreasingthe
potentialforincidentsortheaffectsthereofwhichmaythreaten
theassetsoftheorganization.
process Anessentialfunctionofabusiness.Generally,
businessrecoveryconsistsoftherecoveryofprocesses.Also
businessprocesses.
recovery Theprocessofplanningforandimplementing
recoveryoflesstimesensitivebusinessoperationsandprocesses
aftercriticalbusinessfunctionshaveresumed.
278
Glossary
recoverable loss Amaterialorfinanciallossthatmaybe
recoveredinthefuture,eitherthroughinsuranceorlegalaction.
recovery planSeebusinesscontinuityplan(BCP).
recovery timeframe objective (RTO)Thetimebywhich
missioncriticalactivitiesandmustberecovered.
related recordAnyLDRPSrecordthatiscriticaltothebase
recordinsomeway.
resilienceAnorganizationsabilitytowithstandtheimpactof
abusinessdisruption,andtocontinuetoprovideanacceptable
levelofservice.
response Thereactiontoanincidentoremergencyinorderto
assessthelevelofcontainmentandcontrolactivityrequired.
restoration Theprocessofplanningforandimplementing
fullscalebusinessoperationswhichallowtheorganizationto
returntoanormalservicelevel.
resumption Theprocessofplanningforandimplementing
therecoveryofcriticalbusinessoperationsimmediately
followinganinterruptionordisaster.
risk Thechanceofadisruption.
risk assessment/analysisTheprocessofspecifically
identifyingriskstowhichanorganizationmaybeexposed,and
assessingtheprobabilityandpotentialimpactofthoserisks.
risk mitigation Aseriesofpreventativemeasurestakento
reducevulnerabilities.
RTOSeeRecoverytimeframeobjective.
scenario Apredefinedsetofeventsandconditionsthat
describeabusinessinterruption,usedforthepurposeof
identifyingvulnerabilitiesofbusinessprocesses.
single point of failure Thesourceofaprocessforwhich
thereisnoalternative,andwhosefailurewouldleadtothe
completefailureofamissioncriticalactivity.
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softwareAnycomputerprogramthatcanbeobtainedeasily,
suchasfromanofficesupplyorelectronicsstore,andthat
requiresonlybasicuserinterventiontoinstallandsetup.
Sometimesreferredtoasofftheshelfsoftware.Contrastwith
application.
supplierSeevendor.
suppliesMaterialsstoredandusedastheyareneeded.
system downtime Theunavailabilityofasystem.
systemic risk Theriskthatthefailureofonepartofaprocess
willcauseotherpartstofail,therebythreateningthestabilityof
theentireprocess.
table of contentsSpecifiestheorderinwhichtoprint
reportsanddocumentsforaplan.
taskAfunctionperformedwiththepurposeoffulfillingan
objective.
team Anygroupofindividualswhoworktogethertofulfill
anobjective.
technological disaster Adisasterinvolvingautomated
systems.
telecom (telecommunications) Anysystemordeviceused
inthetransmissionofinformationbyelectricalorelectronic
means.
third-party vendorSeevendor.
vendor Anindividualorcompanywhoprovidesgoodsor
servicestoadepartmentortotheorganizationasawhole.
vital record Arecordthatisessentialforpreserving,
continuingorreconstructingtheoperationsoftheorganization
andprotectingtherightsoftheorganization,itsemployees,its
customers,anditsstockholders.
280
Glossary
workaround procedure Alternativeproceduresusedbya
businessunittocontinuetoperformitscriticalfunctionsduring
temporarysystems,facilities,orpersonnelunavailability.
workstationAnareasuchasanoffice,cubicle,ordesk,where
asinglepersoncouldperformworkfunctions.Inanoffice
environment,aworkstationwouldprobablyincludeacomputer
andphone.
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282
Index
Symbols
.bmpfiles 43
.giffiles 43
.jpgfiles 43
.pngfiles 43
.tiffiles 43
A
accesstofeatures 20
accountabilitiesonplanningteam 159
assigningpeople 159
unassigningpeople 159
activatingplans 154
AddImagebuttons 39
Administrationbutton 27
advancedsearch 35
alternatecallrecipients 226
alternaterootcaller 226
alternatesites 273
applications 72, 273
adding 73, 211
assigningtoplans 163
deleting 77, 217
dependencies 72, 7576
editing 77, 217
unassigningfromplans 163
versussoftware 73
assets 273
adding 126, 215
deleting 127, 217
editing 127, 217
assigningitemstoaplan 161
assignments 48
assignmentspecificfields 162
assumptionsofplan 151
asterisksandrequiredfields 39
attributes
adding 92
deleting 94
editing 94
Auditorplanaccountability 159
B
backlog 273
backupsites.Seealternatesites
base 273
baserecords 49, 279
Seealsorelatedrecords
BCP.Seebusinesscontinuityplan(BCP),
businesscontinuityplanning(BCP),
andbusinesscontinuityprogram
(BCP)
BIA 274
blockedpopups 18
.bmpfiles 43
bookconventions 1314
browsefields 39
browsetoolbar 29
browsingrecords 34
Builderplanaccountability 159
businesscontinuitycoordinator 273
businesscontinuityplan(BCP) 273
businesscontinuityplanning(BCP) 273
businesscontinuityprogram(BCP) 274
businessimpactanalysis.SeeBIA
businessinterruption 274
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LDRPS User Guide
businessinterruptioncosts 274
businessinterruptioninsurance 274
BusinessObjects.SeeCrystalReports
businessprocesses.Seeprocesses
businessrecoveryplan.Seebusiness
continuityplan(BCP)
businessrecoveryplanning.Seebusiness
continuityplanning(BCP)
businessrecoveryprogram.Seebusiness
continuityprogram
buttonaccess 20
buttons 2628, 43, 53, 66, 223
C
calendarfields 39
CallListBuildertoolbar 223
calllists
adding 224
confirmationcalls 228
deleting 235
editing 235
movingpeopleandpositions 232
removingpeopleandpositions 233
replacingcallersin 231
startingnewfromcurrent 230
callrecipients 226
callers
addingtoacalllist 226
moving 232
removing 233
replacing 231
Cancelbutton 28
cautions 13
checkboxes 39
checklists(documents) 242
Closebutton,Navigator 66
company 275
completedsteps,Navigator 68
componentlevelassignments 161
ConceptsandMethodsview,Navigator 64
confirmationcalls 228
contacts.Seecustomerrepsandvendor
reps
ContentstabinonlineHelp 30
284
contingencyplanningprogram.See
businesscontinuityprogram(BCP)
contingencyplanning.Seebusiness
conventionsusedinthisbook 1314
conversionstatus 243
ConversionFailed 243
ConversionSuccess 243
convertingdocuments 242
corecomponents 72
adding 211
deleting 217
dependencies 72
editing 217
Createdby 25
Createdon 25
criteriaforplanactivation 154
criticaldatapoints 275
criticalfunctions 275
crossreferences 13
CrystalReports 275
CrystalReportsonlineHelp 15
customerorgs
adding 96, 214
addingcustomerreps 98
deleting 100, 217
deletingcustomerreps 99
editing 100, 217
editingcustomerreps 99
customerreps
adding 98, 214
assigningtoteampositionsinaplan
207
deleting 99, 217
editing 99, 217
unassigningfromteampositionsina
plan 207
customers.Seecustomerorgs
Index
D
dataaccess 20
datasheet 24, 62
datefields 39
Deletebutton 28, 54
Deletepersonbutton 224
Deletepositionbutton 224
modifying 85
viewing 86
detailpanes 24, 62
Dictionariesbutton 27
disaster 275
disasterrecoveryplan.Seebusiness
continuityplan(BCP)
disasterrecoveryplanning.Seebusiness
disasterrecoveryprogram.Seebusiness
continuityprogram(BCP)
documentconversion 242
Documentdictionary 241
DocumentManagerbutton 27, 61
documents
Seealsovitalrecords
adding 215
deleting 217, 248
editing 217, 247
viewing 249
DRP.Seebusinesscontinuityplan(BCP),
businesscontinuityplanning(BCP),
andbusinesscontinuityprogram
(BCP)
Duplicatebutton 28
E
emergency 275
employees 275
adding 89, 214
207
deleting 91, 217
editing 91, 217

plan 207
entryscreens 61
equipment 276
adding 128, 215
deleting 129, 217
editing 129, 217
versushardware 128
essentialservices 276
exclamationpointicon 13
executionstrategiesofplan 152
Executiveplanaccountability 159
expectedlosses 276
Expertplanaccountability 159
exposures 276
externalcustomers 96
extraordinaryexpenses 276
F
failedconversion 243
featureaccess 20
fieldtypesinLDRPS 3943
filteringrecords 3739
filters 3739, 276
financialimpacts 276
fixedassets.Seeassets
floorplans(documents) 242
functionaccess 20
G
.giffiles 43
GlobalDefaultTableofContents 251
glossary,using 14
goodwill 276
grids 24
H
hardware 72, 276
285
LDRPS User Guide
adding 78, 211

deleting 83, 217
editing 83, 217
Help 2931
highriskareas 276
historybar,Navigator 67
hotsite 276
humanthreats 277
I
icons 13
images 43
incompletesteps,Navigator 68
IndextabinHelp 30
index,using 14
informationsecurity 277
inherentrisks 277
instructionspane 63
instructionspane,Navigator 62
Instructionsview,Navigator 64
interfacevariations 20
internalcustomers 96
InternetExplorermessages 18
inventory.Seeassets
items
adding 211
assigningtoaplan 161
deleting 217
editing 217
J
.jpgfiles 43
L
LastUpdatedby 25
LastUpdatedon 25
layoutofLDRPSscreens 21, 62
layoutofRelatedRecordswindow 51
LDRPS 277
286
detailstoolbar 27
homepage 20
logoff 31
logon 18
maintoolbar 26
screenlayout 21
startup 17
LDRPSAdministratorGuide 15
LDRPSHelp 2931
LDRPSInstallationGuide 14
locatingrecords 33
locations 277
adding 109, 212
deleting 111
deletingfromaplan 217
editing 111, 217
loggingoffLDRPS 31
loggingontoLDRPS 18
logistics
adding 212
editing 217
lossreduction 277
losses 277
M
maintainingplans 156
maximumoutageallowable(MOA) 277
mediatypesandvitalrecords 140
memofields 39
messagesinInternetExplorer 18
missioncriticalactivities 277
missioncriticalapplications 277
MOA 277
MyStrohl.com 15
N
naturalthreats 277
navigationpane 22, 62
Index
Navigator
opening 65
status 68
Navigatorscreens 61
NavigatorSnapshot 67
networkoutage 277
Newbutton 28
nonrequiredfields 39
O
objectivesofplan 149
offsitelocation 278
offtheshelfsoftware.Seesoftware
onlineHelp 2931
openingaNavigator 65
openingplans 148
operationalimpacts 278
operationalrisks 278
optionalfields 39
organization 278
Seealsocustomerorgsandvendororgs
278
outage 278
Ownerplanaccountability 159
P
passwords 18
pencilicon 13
people
adding 214
assigningtoaccountabilities 159
207
deleting 217
editing 217
plan 207
percentagecomplete,Navigator 69
picklists 39
planaccountabilities 159
planassignments 161
plandetails,defining 149158
planlevelassignments 161
planreview 263272
planningteamaccountabilities 159
plans
assigningtotablesofcontents 254
opening 148
printing 219, 258
reviewing 271272
securingprintedplans 257
submittingforreview 263270
viewing 220
planspecificfields 162
.pngfiles 43
popupblocker 18
positions.Seeteampositions
prepositionedresource 278
preventativemeasures 278
prevention 278
primarycallrecipients 226
primarycallers 226
primaryrootcallers 226
Printcalllistbutton 223
printedplans,viewing 220, 260
printingplans 219, 258
procedures(documents) 242
proceduresforplanactivation 154
processes 72, 278
adding 84, 211
deleting 88, 217
editing 88, 217
programs.Seesoftware
progressindicator,Navigator 69
Publishbutton 27, 61
publishedplans,viewing 220, 260
publishingplans 219, 258
purposeofplan 149
R
radiobuttons 39
recorddetailpanes 24
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LDRPS User Guide
records
adding 44, 211
assignments 48
browsing 34
copying 46
deleting 45, 217
editing 45, 217
filtering 37
locating 33
relationships 55
searching 35
sorting 34
recordsdatasheet 24, 62
recoverablelosses 279
recovery 278
recovery(documents) 242
recoveryplan.Seebusinesscontinuityplan
(BCP)
recoverytimeframeobjective(RTO) 279
RelatedRecords 4957
RelatedRecordsbutton 28
RelatedRecordstoolbar 53
RelatedRecordswindow 51
Reorderpeoplebutton 224
Replacebutton 5455
Replacepersonbutton 224
reports,viewing 237
representatives.Seecustomerrepsand
vendorreps
requiredfields 39
resilience 279
resolvingrecordrelationships 55
resources
adding 215
editinginaplan 217
response 279
response(documents) 242
restoration 279
resumption 279
reviewplan 263272
Reviewerplanaccountability 159
riskanalysis 279
288
riskassessment 279
riskmitigation 279
risks 279
rootcallers 226
RTO 279
S
Savebutton 28
scenarios 279
schedulingplanmaintenance 156
schedulingplantests 157
scopeofplan 151
screens 61
searchandfiltertoolbar 28
SearchtabinHelp 31
searchingforrecords 35
securityinLDRPS 20
servers.Seehardware
shortcuts 13
singlepointoffailure 279
Snapshot 67
software 280
adding 130, 215
deleting 132, 217
editing 132, 217
versusapplications 130
sortingrecords 34
specialsymbols 13
SpellCheckbutton 28
spellcheckrecords 46
Startnewcalllistbutton 224
startingLDRPS 17
status,Navigator 68
steps,Navigator 68
strategiesforexecutingaplan 152
subdatasheet 24
subtasks
Seealsotasks 121
adding 212
addingtotasks 121
assigningteampositionsto 205
deleting 122
Index
editing 122, 217
unassigningteampositionsfrom
plans 205
successfulconversion 243
suppliers.Seevendororgs
supplies 280
adding 133, 215
deleting 134, 217
editing 134, 217
symbols 13
systemdowntime 280
systemrequirements 16
systemicrisks 280
T
tablesofcontents 280
adding 251
assigningplansto 254
deleting 255
editing 254
tasks 280
Seealsosubtasks 122
adding 119, 212
addingsubtasks 121
deleting 123
deletingsubtasks 122
editing 123, 217
editingsubtasks 122
teampositions
Seealsoteams
adding 116, 212
assigningpeopleto 207
assigningtosubtasksinplans 205
deleting 117
editing 117, 217
unassigningfromsubtasksinplans
205
unassigningpeoplefrom 207
teams 280
Seealsoteampositions 114
adding 114, 212
deleting 118
editing 118, 217
Techieemailalerts 15
technicalsupport 16
technologicaldisaster 280
telecom 280
adding 135, 215
deleting 136, 217
editing 136, 217
testingplans 157
textboxes 39
thirdpartyvendor.Seevendororgs
.tiffiles 43
tips 13
toolbars 2529, 53, 223
training 15
treeinnavigationpane 22
U
Unassignbutton 55
UnsupportedFileType 243
updates 11
userID 18
usingthisbook 1314
V
variationsintheinterface 20
vendor 280
vendororgs
adding 102, 214
addingvendorreps 103
deleting 106, 217
editing 106, 217
289
LDRPS User Guide
vendorreps
adding 103, 214
207
deleting 105, 217
editing 105, 217
plan 207
viewfilters 3739
viewingpublishedplans 220, 260
vitalrecords 280
adding 139, 215
deleting 141, 217
editing 141, 217
vitalrecords.Seealsodocuments
W
warnings 13
workaroundprocedures 281
workstations 281
adding 142, 215
deleting 145, 217
editing 145, 217
Z
zoomboxinCallListBuilder 224
290

L Drps User Guide

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LDRPS User Guide

Copyright 2008 Strohl Systems Group, Inc. All Rights Reserved.

LDRPS User Guide

Working with records. . . . . . . . . . . . . . . . 33

Defining core components . . . . . . . . . . . . 71

LDRPS User Guide

Setting up logistics. . . . . . . . . . . . . . . . . 109

Setting up resources . . . . . . . . . . . . . . . 125

Addingsuppliestothedictionary ................... 133

Building plans. . . . . . . . . . . . . . . . . . . . . 147

LDRPS User Guide

Assigningequipmenttoaplan ................. 181

Building call lists . . . . . . . . . . . . . . . . . . 223

Generating reports . . . . . . . . . . . . . . . . . 237

Working with documents. . . . . . . . . . . . 241

Building tables of contents . . . . . . . . . . 251

Publishing plans . . . . . . . . . . . . . . . . . . . 257

Plan Review . . . . . . . . . . . . . . . . . . . . . . 263

LDRPS User Guide

March 26, 2008

Chapter 10: Generating Reports

August 20, 2007

July 20, 2007

Chapter 8: Building Plans

Chapter 10: Generating Reports

LDRPS User Guide

Chapter 12: Building Tables of Contents

Chapter 13: Publishing Plans

Using this book

LDRPS User Guide

Using the Glossary

Using the Index

The LDRPS Installation Guide

The LDRPS Administrator Guide

Crystal Reports online Help

Getting further assistance

LDRPS User Guide

Variations in the LDRPS interface

The LDRPS home page

LDRPS screen layout

Using LDRPS Help

Logging off of LDRPS

LDRPS User Guide

LDRPS User Guide

Variations in the LDRPS interface

The LDRPS home page

LDRPS screen layout

LDRPS User Guide

The navigation pane

To navigate the tree:

LDRPS User Guide

LDRPS records datasheet

Record detail panes

LDRPS User Guide

The LDRPS main toolbar

Launches the LDRPS Dictionaries home

Launches the LDRPS Plans home page.

Launches the LDRPS Document and

Launches the LDRPS Administration

Launches the LDRPS Publish home

The LDRPS details toolbar

LDRPS User Guide

creates a new record