Set up Planning dependency update configuration

task australia Updated Sep 10, 2026 1 min read conf-plan-dep-update-confi-module.md
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Configure the Planning dependency update configuration record to configure the plan record (for which the dependencies are updated), its target records, sources, and notification preferences.

Before you begin

Role required: sn_bcm.admin, sn_bcp.plan_admin

Procedure

  1. Navigate to Business Continuity > General Administration > Planning dependency update configuration.

  2. Select New.

    The example shows the Planning dependency update configuration record.

    [Omitted image "plan-dep-update-config.png"] Alt text: Updating the BCP dependencies.

  3. On the form, fill in the fields.

    For more information on the fields in the form, see Planning dependency update configuration form.

  4. Select Submit.

    Based on the sources and preferences configured in the Planning dependency update configuration record, the planning dependency updates are automatically updated for the plan record.

    The BCP owner and approver review the updated dependencies and complete the BCP workflow.

  • Planning dependency update configuration form
    Use the Planning dependency update configuration form to configure the plan record, its sources, and preferences such as the plan record name, sources, and notification preferences. You can also schedule an auto-update of the related assets in the plans.

Parent Topic:Configuring planning dependency updates

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