Create Plan form

reference brazil Updated Sep 10, 2026 2 min read create-new-plan-bcp-uib-ws-reference-form.md
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Use the Create Plan form in BCM UIB Workspace to add the details about the business continuity plan (BCP).

Create Plan form

For description of the field values, see the table.

Field

Description

Overview tab

State

Current state display and progression indicator for the business continuity plan.

Details tab

Name

Name of the business continuity plan. You can describe the BCP within 255 characters length.

Template

Model template for creating the BCP. The template BIA has the primary elements (applications, business processes, and locations), impact categories, and the dependent assets identified for the type of assessment.

Type

Type of the business continuity plan. Available options are:- Continuity plan

  • Recovery plan
  • Crisis response plan

Plan owner

Owner of the business continuity plan.

Plan owner group

Group that owns the business continuity plan. All members of the selected group can edit the plan. The list is filtered to groups that hold the BCP planner or BCP manager role. Either the owner or the owner group is required.

BCM lead

BCM lead for the business continuity plan.

Business unit

Business unit that the business continuity plan is created for. Available options are:- Finance

  • HR
  • IT
  • Legal
  • Marketing
  • Sales

Department

Department related to the business unit. You can select the department based on the business unit selected.

Expires

Read-only field. Expiration date for the plan.

Description

Description of the business continuity plan.

Scope

Asset types

Asset types that you can add to the plan.

Add primary scope

UI action to add the primary scope to the plan.

Add related asset

UI action to add the related asset to the plan.

Asset dependencies

Asset dependencies

Asset dependencies related to the plan.

Documentation section

Documentation section

Title, Description, Order, Contents of the documentation section.

Associated plans

Associated plans

Associated plan types such as Upstream plans, Downstream plans, and Related plans.

Recovery teams

Recovery teams

Recovery teams for the plan.

Loss scenarios

Loss scenarios

Loss scenarios defined for the plan.

Recovery tasks

Recovery tasks

Recovery tasks associated with the plan.

Icons displayed in the side-bar of the record

Contributors

Icon to populate side-panel in the record. You can add contributors to the business continuity plan from the panel.

Attachment

Panel where the PDF of the business continuity plan is attached.

Template

Panel to populate the template for the business continuity plan. You can view all or customized templates in this panel.

**Parent Topic:**[Create a business continuity plan](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/create-bcp-plan-in-uib-ws.md)
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