Add or create an issue from an exercise

task brazil Updated Sep 10, 2026 2 min read add-or-create-issue-from-event-uib-ws.md
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Add an existing issue or create a new issue to track problems identified during an exercise.

Before you begin

You must have write access to the exercise.

Role required: sn_recovery.event_manager, sn_recovery.event_user, sn_bcm.program_manager

About this task

The Issues related list appears on the exercise record when GRC: Profiles is installed. For more information, see Managing issues from Business Continuity Workspace.

Procedure

  1. Navigate to Workspaces > Business Continuity Workspace.

  2. Complete the following steps to create or manage an issue from an exercise.

Step

Description

Create an issue from the exercise record

  1. Open the exercise record from the Business Continuity Workspace list view.
  2. Select the Issues tab in the record.

If any issues are associated with the exercise record, they are displayed in the Issues tab.

[Omitted image "exercise-form-with-add-new-buttons.png"] Alt text: Create issue from exercise record.

  1. To create a new issue, select New, complete the issue details, and select Save.

This step creates a new issue directly from the exercise.

The Create new issue form is shown in the example.

[Omitted image "create-issue-from-event-record.png"] Alt text: Create an issue from record.

The classification, issue source, and issue source reference are set automatically. The Issue source is Exercise, classification is Business Continuity Management, and Priority is set to 4-Low.

  1. To add an active issue to the exercise, select Add in the record.

Use this option when you want to associate an existing issue with the exercise as an additional source. The exercise is recorded as a secondary source of the issue.

[Omitted image "add-button-exercise.png"] Alt text: Add button in exercise record.

  1. To remove an issue, select it from the list and select Remove.

The issue association is removed from the exercise; the issue record isn't deleted from the instance.

Link an exercise from the issue record

  1. Alternately, open the issues list in Business Continuity Workspace list view.
  2. Open an issues record and select the Exercises tab.

The Exercises tab appears as its own category under Impacted items, separate from the Plans and Crisis events tabs.

[Omitted image "link-exercise-from-issue-record.png"] Alt text: Link exercise from issue.

  1. To link an exercise from the issue record, select it from the list and select Add.
3. Review the issue details in the PDF and Microsoft Word report.
The Issues section lists the name and description of every issue associated with the exercise. It also shows the state, due date, assigned to, assignment group, priority, and creation date. The following example shows the Issue details in the report.

\[Omitted image "issues-section-in-pdf.png"\] Alt text: Issue details in the report.

Parent Topic:Structured workflows for exercises

Related topics

Managing issues from Business Continuity Workspace

Issues module integration dependencies with BCM

Add or create an issue from a plan

Report an issue

Keywords BCMissuesexercise
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