l drps user guide

8/9/2019 l Drps User Guide

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LDRPS User Guide

Version 10.3

Last updated:Wednesday, March 26, 2008 9:52 am


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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 usedor copied in accordance with terms of such license. Companies, names, and data used in examplesherein are fictitious unless otherwise noted.

Except as permitted by such license, no part of this book may be reproduced, stored in a retrievalsystem, 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 Systemslogo, Incident Manager, The Living Disaster Recovery Planning System, LDRPS DR-EZ, LDRPS Multi-Level PLUS, the LDRPS logo, BIA Professional, Business Impact Analysis Professional, the BIAProfessional logo, PLANet, and the PLANet logo are trademarks of Strohl Systems Group, Inc.LDRPS, LDRPS On‐Demand, and PLANet covered by U.S. Patent No. 6,754,674.

Microsoft is a registered trademark and Windows is a trademark of Microsoft Corp. Crystal Reportsand Crystal Reports Professional are trademarks of Business Objects. All other brand or productnames 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


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3

Update Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Using this

book .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13Special symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Using the Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Using the Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Other documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

The LDRPS Installation Guide . . . . . . . . . . . . . . . . . . 14

The LDRPS Administrator Guide. . . . . . . . . . . . . . . . 15

Crystal Reports online Help . . . . . . . . . . . . . . . . . . . . 15

Getting further assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 1. Getting started . . . . . . . . . . . . . . . . . . . . . 17

Starting LDRPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Logging on to LDRPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Variations in the LDRPS interface . . . . . . . . . . . . . . . . . . . . 20

The LDRPS home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

LDRPS screen layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

The navigation pane . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

LDRPS records datasheet. . . . . . . . . . . . . . . . . . . . . . . 24

Record detail panes. . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

LDRPS toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

The LDRPS main toolbar . . . . . . . . . . . . . . . . . . . . . . . 26

The LDRPS details toolbar. . . . . . . . . . . . . . . . . . . . . . 27

The search and filter toolbar . . . . . . . . . . . . . . . . . . . . 28

The browse toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Using LDRPS Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Accessing LDRPS Help . . . . . . . . . . . . . . . . . . . . . . . . 30

Table of contents


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Finding

information

in

LDRPS

Help

.

.

.

.

.

.

.

.

.

.

.

.

.

30Logging off of LDRPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 2. Working with records. . . . . . . . . . . . . . . . 33Locating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Sorting records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Browsing for a record . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Searching for a record. . . . . . . . . . . . . . . . . . . . . . . . . . 35

Using view filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Understanding LDRPS field types. . . . . . . . . . . . . . . . . . . . 39

Required versus non‐required fields . . . . . . . . . . . . . 39

Text boxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Checkboxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Picklists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Browse (Pick from table) fields . . . . . . . . . . . . . . . . . . 41

Date fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Radio buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Memo fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Add Image buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

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

Related Records examples . . . . . . . . . . . . . . . . . . . . . . 49

Example 1: Outsourcing a business process. . . . . 50

Example 2: Upgrading equipment. . . . . . . . . . . . . 50

Example 3: Refining employee attributes. . . . . . . 50

Accessing the Related Records window . . . . . . . . . . . . . . . 51

Related Records window layout . . . . . . . . . . . . . . . . . . . . . 51

Base record details pane. . . . . . . . . . . . . . . . . . . . . . . . 52

Related Records navigation pane . . . . . . . . . . . . . . . . 53

Related Records datasheet. . . . . . . . . . . . . . . . . . . . . . 53

Related Records details pane. . . . . . . . . . . . . . . . . . . . 53

The Related Records toolbars . . . . . . . . . . . . . . . . . . . . . . . . 53


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The

base

record

details

toolbar

.

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.

.

.

.

54The Related Records details toolbar . . . . . . . . . . . 55

Using Related Records to resolve record relationships . . 55

Chapter 3. Using a Navigator. . . . . . . . . . . . . . . . . . . 59The LDRPS Navigators home page . . . . . . . . . . . . . . . . . . . 59

The LDRPS Navigator toolbar . . . . . . . . . . . . . . . . . . . . . . . 60

Screens in an LDRPS Navigator . . . . . . . . . . . . . . . . . . . . . . 61

Navigator screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

LDRPS entry screen layout . . . . . . . . . . . . . . . . . . . . . 62

The Navigator instructions pane . . . . . . . . . . . . . . 63

Opening the Navigator to use. . . . . . . . . . . . . . . . . . . . . . . . 64

Moving to another screen . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Using the Close button . . . . . . . . . . . . . . . . . . . . . . 66

Using the history bar . . . . . . . . . . . . . . . . . . . . . . . . 67

Using the Navigator Snapshot . . . . . . . . . . . . . . . . 67

Marking the status of tasks . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Viewing your progress. . . . . . . . . . . . . . . . . . . . . . . . . 69

Chapter 4. Defining core components. . . . . . . . . . . . 71Understanding core components . . . . . . . . . . . . . . . . . . . . . 72

Understanding dependencies . . . . . . . . . . . . . . . . . . . 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

Adding

an

employee

to

the

dictionary

.

.

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.

.

.

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.

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.

89

Chapter 5. Defining people . . . . . . . . . . . . . . . . . . . . 89


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Editing

or

deleting

an

employee

from

the

dictionary.

.

.

.

91Adding 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


Adding a location to the dictionary . . . . . . . . . . . . . . . . . . 109

Chapter 6. Setting up logistics. . . . . . . . . . . . . . . . . 109Editing 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 . . . . . . . . . . . . . . . . . . . . . 119Adding 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

Chapter 7. Setting up resources . . . . . . . . . . . . . . . 125Adding 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.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

129Adding software to the dictionary. . . . . . . . . . . . . . . . . . . 130

Editing or deleting software from the dictionary . . . . . . 132


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Adding

supplies

to

the

dictionary .

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133Editing or deleting supplies from the dictionary. . . . . . . 134

Adding a telecom item to the dictionary. . . . . . . . . . . . . . 135

Editing or deleting a telecom item


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

Chapter 8. Building plans. . . . . . . . . . . . . . . . . . . . . 147Opening a plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Defining plan details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Defining the plan’s purpose and objectives . . . . . . 149

Defining the plan’s scope and assumptions . . . . . . 151

Defining the plan’s execution strategies . . . . . . . . . 152

Defining the plan’s activation criteria

and procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Defining the plan’s maintenance schedule . . . . . . . 156

Defining the plan’s testing schedule . . . . . . . . . . . . 157

Working with plan accountabilities. . . . . . . . . . . . . . . . . . 159

Assigning or unassigning a person to

a plan accountability. . . . . . . . . . . . . . . . . . . . . . . . . . 159Understanding plan assignments. . . . . . . . . . . . . . . 161

Assignment‐specific fields. . . . . . . . . . . . . . . . . . . . . 161

Assigning core components to a plan . . . . . . . . . . . . . . . . 162

Assigning an application to a plan. . . . . . . . . . . . . . 163

Assigning hardware to a plan. . . . . . . . . . . . . . . . . . 164

Assigning a process to a plan . . . . . . . . . . . . . . . . . . 166

Assigning people to a plan . . . . . . . . . . . . . . . . . . . . . . . . . 168

Assigning an employee to a plan . . . . . . . . . . . . . . . 168

Assigning a vendor organization to a plan. . . . . . . 171

Assigning a customer organization to a plan . . . . . 173

Assigning resources to a plan. . . . . . . . . . . . . . . . . . . . . . . 176

Assigning assets to a plan . . . . . . . . . . . . . . . . . . . . . 176

Assigning documents to a plan. . . . . . . . . . . . . . . . . 178


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Assigning

equipment

to

a

plan.

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.

.

.

181Assigning software to a plan. . . . . . . . . . . . . . . . . . . 183

Assigning supplies to a plan . . . . . . . . . . . . . . . . . . . 186

Assigning telecom to a plan. . . . . . . . . . . . . . . . . . . . 188

Assigning vital records to a plan . . . . . . . . . . . . . . . 191

Assigning workstations to a plan . . . . . . . . . . . . . . . 194

Assigning logistics to a plan . . . . . . . . . . . . . . . . . . . . . . . . 196

Assigning locations to a plan. . . . . . . . . . . . . . . . . . . 196

Assigning tasks to a plan . . . . . . . . . . . . . . . . . . . . . . 199

Assigning a task owner . . . . . . . . . . . . . . . . . . . . . . . 202

Assigning teams to a plan . . . . . . . . . . . . . . . . . . . . . 202

Assigning a team position to perform

a subtask.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

205Assigning people to team positions in a plan. . . . . 207

Adding a new item to a plan. . . . . . . . . . . . . . . . . . . . . . . . 211

Adding a new core component within a plan . . . . 211

Adding a new logistic within a plan . . . . . . . . . . . . 212

Adding a new person within a plan. . . . . . . . . . . . . 214

Adding a new resource within a plan . . . . . . . . . . . 215

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

Chapter 9. Building call lists . . . . . . . . . . . . . . . . . . 223The 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

Viewing and printing reports . . . . . . . . . . . . . . . . . . . . . . . 237

Chapter 10. Generating reports. . . . . . . . . . . . . . . . . 237


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Chapter 11. Working with documents. . . . . . . . . . . . 241Understanding the Document dictionary. . . . . . . . . . . . . 241Understanding document conversion. . . . . . . . . . . . . . . . 242

Understanding failed conversions . . . . . . . . . . . . . . 243

Adding a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Editing a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Deleting a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Viewing a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Chapter 12. Building tables of contents . . . . . . . . . . 251Adding a table of contents. . . . . . . . . . . . . . . . . . . . . . . . . . 251

Assigning plans to a table of contents . . . . . . . . . . . . . . . . 254

Editing a table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . 254Deleting a table of contents . . . . . . . . . . . . . . . . . . . . . . . . . 255

Managing and securing printed plans. . . . . . . . . . . . . . . . 257

Chapter 13. Publishing plans . . . . . . . . . . . . . . . . . . . 257Printing a plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Viewing printed plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Chapter 14. Plan Review . . . . . . . . . . . . . . . . . . . . . . 263Submitting a plan for review or approval. . . . . . . . . . . . . 263

Before submitting plans for review . . . . . . . . . . . . . 263

Tracking submitted

plans

. . . . . . . . . . . . . . . . . . . . . . . . . .

268Viewing reviewer responses . . . . . . . . . . . . . . . . . . . 268

Updating plan review status . . . . . . . . . . . . . . . . . . . 269

Viewing archived plan reviews . . . . . . . . . . . . . . . . 270

Reviewing submitted plans. . . . . . . . . . . . . . . . . . . . . . . . . 271

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283


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11

This page describes the updates to the LDRPS User Guide, by date.

March 26, 2008

LDRPS Version number 10.3.

The following section was updated:

Chapter 10: Generating Reports

This chapter was revised to include new instructions for filtering reports.

August 20, 2007

LDRPS Version

number

10.2.

July 20, 2007

The following sections were updated:

Chapter 8: Building Plans

This chapter was revised to describe the new Assign Task Owner feature.

Chapter 10: Generating Reports

This chapter was revised to describe new procedures for selecting multiple or all plans when viewing reports.

Update Summary


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Chapter 12: Building Tables of Contents

This chapter was revised to describe new procedures for assignment of a table of contents to a plan.

Chapter 13: Publishing Plans

This chapter was revised to describe new procedures for selecting multiple or all plans when publishing.


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13

Strohl Systems’ LDRPS (Living Disaster Recovery Planning System) helps you gather essential company information, and organize it into effective, dynamic plans.

Strohl Systems

provides

high

‐quality

business

continuity

planning solutions for organizations of all sizes and levels of complexity.

Using this book

The LDRPS User Guide describes how to use LDRPS to collect information about your company and build response, resumption, and recovery plans. This book presents proven planning methods that are based upon years of experience of

business continuity experts.

You can

take

the

time

to

read

this

book

from

start

to

finish,

if

you

want. But it is written in such a way that you can find the information you need without having to do so. The LDRPS User Guide is organized into a table of contents, 13 chapters, a glossary, and an index. The following information will help you navigate this book.

Special symbols

This book uses two symbols to identify special information

The pencil icon is used for tips. Tips include cross‐references, shortcuts, detailed explanations of terms, and

Preface


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14

suggestions

for

how

to

complete

a

task.

The exclamation point is for cautions. Cautions include warnings and strong suggestions.

The Enterprise symbol identifies functionality that is only available to LDRPS Enterprise customers. If you are an LDRPS Professional customer, you can ignore tasks that are marked with this symbol. For information on the additional functionality available in LDRPS Enterprise, or for information on becoming an LDRPS Enterprise customer, contact your sales representative.

Using the Glossary

The LDRPS User Guide includes a glossary of terms specific to the BCP industry and LDRPS. For clarification of any terms in this book, check the Glossary on page 273.

Using the Index

The LDRPS User Guide is thoroughly indexed to help you find the information you need. Wherever possible, synonyms and known abbreviations are also indexed. The Index begins on page 283.

Other documentation

Strohl Systems also recommends the LDRPS Installation Guide , the LDRPS Administrator Guide , and the Crystal Reports online Help.

The LDRPS Installation Guide

The LDRPS Installation Guide outlines how to install LDRPS in your environment.

!


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Preface

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The LDRPS Administrator GuideThe LDRPS Administrator Guide explains how to perform administrative functions such as setting up security access, importing and exporting records, and creating new plans.

Crystal Reports online Help

The Crystal Reports online Help provides detailed instructions on using the Crystal Report writer that is integrated with LDRPS.

Getting further assistanceStrohl Systems provides thorough support to its customers through documentation, training, MyStrohl.com (a customer‐geared website designed to meet your company’s specific needs), Techie e‐mail alerts, and technical support available through phone, fax, or e‐mail.

Printed documentation. You can print PDF versions of the books, which you can find in the Books folder of your installation CD.

Training. Strohl Systems offers free and unlimited training for all our product users at our corporate headquarters in King of

Prussia, PA,

and

at

our

European

training

facility

in

London,

England. We also have a full range of online training options. To sign up for any of these courses, visit MyStrohl.com.

MyStrohl.com. This site was created for you, the customer. MyStrohl.com gives you access to the support knowledge base and the latest news in business continuity planning. Use MyStrohl.com to sign up for training classes, submit requests for enhancements, or download product updates.

Techie e‐mail alerts. To be informed whenever Strohl Systems releases new or updated products, sign up for the Techie e‐mail alerts. These automatic alerts also distribute whenever a patch

becomes available.

See

MyStrohl.com

for

more

information.


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Technical

support.

We

realize

that

sometimes

answers

to

your

specific questions can’t be addressed in the above methods. Sometimes your situation is a little more complex and requires a one‐on‐one approach. Or sometimes you would just rather speak to a real person. For those reasons, Strohl Systems is proud to provide technical support to all its customers. Assistance is available 24 hours a day through phone, fax, or e‐mail.

USA: (800) 4‐STROHL

International: +1 610 878 2644

Fax: +1 610 768 4135

E‐mail: [email protected]

System requirements

Because system requirements can change frequently, please find the latest system requirements at http://www.mystrohl.com.


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1This chapter describes how to start using LDRPS, including how to log on and how to navigate LDRPS.

Starting LDRPS

Start LDRPS, then log on using the task on page 18.

To start LDRPS:

1. Open Microsoft Internet Explorer.

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

Getting started


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2. Enter

your

LDRPS

server

address,

which

should

be

something like http://servername/strohlsystems.ldrps.web/LDRPS.htm.

When you start LDRPS for the first time, an Internet Explorer message may appear below the task bar. This is because LDRPS launches in a window separate from the browser. To continue to the LDRPS Logon screen and to prevent this message from appearing again, right‐click on the message and choose “Always allow popups from this site.”

If your browser continues to block LDRPS from

launching, check

for

any

third

‐party

popup

blocker

that may be enabled on your machine.

Logging on to LDRPS

Log on to LDRPS using your user name and password.

If you do not have a user ID or password, or if you have forgotten them, contact your LDRPS Administrator.

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Figure 1.1. Logon screen

To log on to LDRPS:

1. Enter the user name that your LDRPS Administrator

assigned

to

you.2. Enter your password and click the Log On button.

This may be a default password that your LDRPS Administrator assigned to you.

3. If your user name and password are valid, the LDRPS home page opens.

Or if your user name is valid but you receive a message asking you to change your password:

Enter a new password.

Re‐type

the

new

password

and

click

the

OK

button.

The LDRPS home page opens.


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Or

if

your

user

name

and

password

are

not

valid,

you

will

receive a logon error.

If you do not interact with LDRPS for 20 minutes or more, you will be logged off automatically. To continue using LDRPS, you must log on again.

Variations in the LDRPS interface

What you see in the LDRPS interface depends on the LDRPS features, functions, and data that your LDRPS Administrator has set for you.

If you can not access a button, screen, or certain data that you know you should have rights to, contact your LDRPS Administrator.

The LDRPS home page

The LDRPS home page is the first screen you see when you log on to LDRPS.

If your LDRPS Administrator has given you access to a plan through a Navigator, your home page is different.

See

Chapter

3,

“Using

a

Navigator.”

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!

!


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Figure 1.2. LDRPS home page

LDRPS screen layout

Most LDRPS screens consist of the following areas:

navigation pane

records datasheet

details pane

If your LDRPS Administrator has given you access to a plan through a Navigator, your screen also contains a Help pane. See Chapter 3, “Using a Navigator.”

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Figure 1.3. Processes screen

The navigation pane

Use the navigation pane to access screens and functionality in LDRPS.

navigationpane

detailspane

recordsdatasheet


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Figure 1.4. LDRPS Dictionaries navigation pane

To navigate the tree:

Click the (+) sign to expand an item in the tree.

Click the (‐) sign to collapse an item in the tree.

Scroll up and down in the navigation pane using the scroll bar to the right of the frame.

Scroll across the navigation pane using the scroll bar at the bottom of frame.

To view an item’s full label without scrolling across the tree, hover over the item until a tooltip appears.


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Click

an

item

in

the

tree

to

show

details

of

the

item

in

the

right pane.

Clicking on an item in the navigation pane displays a record or list of records in the right pane. You can not click on all tree items; some items can only be expanded and collapsed.

LDRPS records datasheet

The records datasheet shows a listing of records for the current selection. This list reflects the highlighted node in the tree and any search or filter criteria you have specified.

Some datasheets can be expanded to show a sub‐datasheet of related items, such as in the Teams screen. The example in Figure 1.5 shows the “Recovery Team” expanded to display a list of positions on the team.

Highlight a record in the datasheet or in a sub‐datasheet to see more information about it in the details pane.

You can sort the datasheet alphanumerically by column. For details, see S̋orting recordsʺ on page 34.

Figure 1.5. example of records datasheet and sub-datasheet

Record detail panes

Detail panes show specific information about the record highlighted in the records datasheet.


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All

detail

panes

have

Created

on/By

and

Last

Updated

on/By

fields.

The Created on and By fields show when the record was created and by what user account. The Last Updated on and By fields shows the last time that the record was modified, and what user account made those changes.

Figure 1.6. Equipment Details pane

LDRPS toolbars

LDRPS uses the following toolbars:

main toolbar

If your LDRPS Administrator has given you access to LDRPS through a Navigator, the main toolbar is not available. See Chapter 3, “Using a Navigator.”

details toolbar

search and filter toolbar

browse toolbar

The Related Records and Call List Builder windows have toolbars that are specific to the functionality on those screens. For more information see T̋he Related Records toolbarsʺ on page 53 and T̋he LDRPS Call List Builder

toolbarʺ on page 223.

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Figure 1.7. Processes screen

The LDRPS main toolbar

The LDRPS main toolbar is the entry point into all 5 areas of LDRPS: Dictionaries , Build Plans , Document and Report Manager , Administration , and Publish. The LDRPS main toolbar is always visible within LDRPS.

browsetoolbar

search andfilter toolbar

maintoolbar

detailstoolbar


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Figure 1.8. LDRPS main toolbar

If you do not have security rights to an area of LDRPS, you will not be able to see the button that accesses that area. For example, if your administrator has not granted you access to the LDRPS Administration area, you will not see the Administration button in the main toolbar.

The LDRPS details toolbar

For information on using the LDRPS details toolbar to work with records, see Chapter 2, “Working with records.”

button description

Dictionaries Launches the LDRPS Dictionaries homepage.

Build Plans Launches the LDRPS Plans home page.

Document andReport Manager

Launches the LDRPS Document andReport Manager home page.

Administration Launches the LDRPS Administration home page.

Publish

Launches the LDRPS Publish home

page.


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Figure 1.9. enlarged details toolbar

The search and filter toolbar

Use the search and filter toolbar to locate records that meet specific criteria. You can create filters to save search criteria that

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 withthe current record

Cancel cancels any changes you have made to thecurrent record since the last save

Save saves changes to the current record

Spell Check verifies the spelling of text in the currentrecord


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you

use

frequently.

For

information

on

searching

for

records

and

saving filtered views, see L̋ocating recordsʺ on page 33.

Figure 1.10. search and filter toolbar

The browse toolbar

Use the browse toolbar to scan through a list of LDRPS records. To learn how to find records using the browse toolbar, see ʺBrowsing for a recordʺ on page 34.

Figure 1.11. LDRPS browser toolbar

Using LDRPS Help

LDRPS Help is organized into logical topics that let you find

information quickly.

It

is

completely

indexed

and

searchable.

LDRPS Help also has a full glossary; individual term definitions

button description

performs the search

clears the current criteria

opens the advanced search and filter window

data field namesearch andfilter buttons

record slider bar record X out of Ytotal records

first

record

previous page

of 20 records

next

record

next page of

20 records


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can

be

accessed

within

each

Help

topic,

so

you

never

lose

your

place.

Accessing LDRPS Help

LDRPS Help can be accessed from any main screen in LDRPS.

You cannot access LDRPS Help from within LDRPS secondary (popup) windows.

To access LDRPS Help :

Click the Help button below the main LDRPS toolbar.

LDRPS Help opens.

Finding information in LDRPS Help

You can find information in LDRPS Help by browsing the table of contents, or by searching for a term using the index or advanced search options.

To find information in LDRPS Help :

1. Browse for a topic in the table of contents.

On the

Contents

tab,

click

a book

( )

to

expand

a

group of topics.

Click a specific topic to see detailed procedures in the right pane.

2. Search for a topic using the index:

On the Index tab, index terms display in alphabetical order.

Scroll to find the relevant term.


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3. Use

the

advanced

search

to

find

any

word

that

appears

in

Help’s content:

On the Search tab, click the first letter of the word.

Scroll to find the relevant term.

Logging off of LDRPS

When you finish working in LDRPS, log off.

If you do not interact with LDRPS for 20 minutes or more, you will be logged off automatically. To continue

using

LDRPS,

you

must

log

on

again.

To log off of LDRPS:

Click the Logoff button below the main toolbar.

LDRPS logs off your user account and returns to the Logon screen. Close the window or log on again.

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2This chapter describes how to work with LDRPS records. For instructions on creating specific kinds records, consult the rest of this book.

Locating records

To find a record in LDRPS, you can sort the datasheet, browse records, search for a record, and create and use view filters.

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 arecord

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

Working with records


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Sorting recordsYou can reorder the records in a datasheet so that a specific column appears in alphanumeric order.

To sort records in the datasheet:

1. Click a column header to sort the datasheet alphanumerically ascending (0 to 9, then A to Z) by that column.

2. Click the same column again to sort the datasheet alphanumerically descending (Z to A, then 9 to 0) by that column.

Browsing for a record

Use the browse toolbar to scan through all records in a datasheet.

Figure 2.1. browse toolbar

To browse for a record in the datasheet:

1. Click the Previous Page button to go to the previous 20 records in the datasheet.

2. Click the Previous Record button to go to the previous

record in

the

datasheet.

3. Click the Next Record button to go to the next record in

record slider bar record X out of Ytotal records

previouspage ofrecords

previousrecord

nextrecord

nextpage ofrecords


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the

datasheet.

4. Click the Next Page button to go to the next 20 records in the datasheet.

5. Drag the slider bar to browse to a specific record in the datasheet.

Searching for a record

Use the search toolbar to find a record that meets specific criteria.

Figure 2.2. search and filter toolbar

To search for a record matching a single search criteria:

1. Enter the value to match.

Use a percent sign (%) to perform wildcard searches. For example, to search for equipment with model numbers from EQ1200 to EQ1209, type EQ12%%.

2. Choose the field to match on.

Not all fields are searchable. LDRPS usually allows you to search only on fields that appear as column headings in the records datasheet (page 24.)

3. Click the Perform search button.

Records meeting your search criteria appear in the datasheet.

4. Click the Clear search criteria button to view the complete

list of records again.

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To search for a record using advanced search criteria:

1. Click the Open the Advanced Search Window button.

2. On the Search tab, create a condition statement:

In the first field, choose the field to search in.

In the second field, choose the operator to use for the

search:

In the third field, enter the value to search for.

Or to see a list of all possible values for the field:

— Click the Browse link next to the data field.

A list of possible values appears at the bottom pane of the Search screen.

— Click the value to use.

3. To create an additional condition statement for the search:

Click the Add another condition statement button.

Choose whether the record(s) you are searching for should meet all or can meet any of the conditions.

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 theselected field.

Contains Finds records with the string you entersomewhere within the field.

Does NotContain

Finds records that do not include the stringyou enter somewhere within the field.

Starts With Finds all records that have information in thefield beginning with what you enter.

Ends With Finds all records that have information in thefield ending with what you enter.

Is Null Finds all records in which the selected field isempty.

Is Not Null Finds all records that have any value entered

in the selected field.


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Create

another

condition

using

step

2.

4. To clear a condition statement, click the Delete condition statement button ( ) next to the condition to clear.

Or to clear all condition statements for this search, click the Clear link to the right of the conditions area.

Using view filters

Filters are advanced searches that you can save to use again later. They can also be accessed in related product areas, such as Reports. For example, if you create a filter for the Employees

screen,

you

will

be

able

to

access

it

and

apply

it

to

the

Employees

by Work Location report.

You can also share filters with other LDRPS users who have access to the screens and reports the filter applies to.

To create a view filter:


2. Click the Filters tab.

3. Create the filter:

Click

the

New

Filter radio

button.

Enter a name and description for the filter.

Check the Private box if you do not want any other LDRPS users to have access to this filter.

4. Create a condition statement:

In the first field, choose the field to filter on.

In the second field, choose the operator to use for the filter.

In the third field, enter the value to filter.

Or to

see

a list

of

all

possible

values

for

the

field:


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—

Click

the

Browse

link

next

to

the

data

field.

A list of possible values appears at the bottom of the Filter screen.

— Click the value to use.

5. To create an additional condition statement for the filter:

Click the Add another condition statement button.

Choose whether the record(s) you are filtering should meet all or can meet any of the conditions.

Create another condition using step 4.

6. To clear a condition statement, click the Delete condition statement button ( ) next to the condition to clear.

Or to clear all condition statements for this filter, click the Clear link to the right of the conditions area.

7. Click the Save button.

8. Click the Run Filter button.

Records meeting your filter criteria appear in the

datasheet. Click the Clear search criteria button to

view the

complete

list

of

records

again.

To apply an existing filter:



3. Click the Saved Filters radio button.

4. Open the Filter Name picklist and choose the filter to run.

5. Click the Run Filter button.

Records meeting the filter criteria appear in the

datasheet. Click the Clear search criteria button to


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view

the

complete

list

of

records

again.To edit or delete an existing filter:



3. Click the Saved Filters radio button.

4. Click the Filter Name picklist and choose the filter to edit or delete.

5. To edit the filter:

Make your changes to the filter.

Click the Save button.

6. To delete the filter, click the Delete button.

Understanding LDRPS field types

This section explains the types of fields and buttons that appear in LDRPS records: text boxes, checkboxes, picklists, browse fields, date fields, radio buttons, memo fields, and Add Image

buttons.

Required versus non-required fields

LDRPS denotes required fields with a red asterisk (*). A red asterisk next to a field indicates that you must complete that field in order to save the record.

In the example in Figure 2.3, Employee ID , First Name , and Last Name are all required fields.


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Figure 2.3. Employee Details tab of the Employees screen

If you attempt to save a record without first completing all the required fields, LDRPS displays a message at the top of the screen and indicates which field needs to be completed. (See Figure 2.3.) Hover over the indicator next to a field for details.

Figure 2.4. Employee Details tab of the Employees screen

Text boxes

Text boxes are used to enter information that can not be chosen from a predefined list and that usually varies from record to record. Names of people and resources usually appear in text

boxes, as do most record ID fields.

The example in Figure 2.5 shows an example of the Subtask ID and Subtask Name text boxes that appear on the Subtask Details tab of the Tasks screen.

Figure 2.5. examples of text boxes

message

indicator


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CheckboxesCheckboxes are used when an option has only two possible settings: either On (True) or Off (False).

In the example below from the Employee Details tab of the Employees screen, this employee has access to the Backup Site, Control Site, and has a Key Card for entrance. This employee does not have access to Offsite Storage or Incident Command.

Figure 2.6. example of checkboxes

Picklists

A picklist is used to display a list of options from which the user must choose only one. In the example in Figure 2.7, the Vital

Record Type and Media

Type fields are picklists.

If there is an Add button next to the picklist, you can add to the list of predefined options. In the example, you can add options to the Vital Record Type picklist.

Figure 2.7. example of picklists

Browse (Pick from table) fields

Browse fields let you complete a field by choosing a record from another LDRPS table.


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For

example,

the

Software

screen

has

a

field

called

License

Manager. If you click the Browse link next to the License Manager field, LDRPS lets you choose the employee whose information you want to be entered in the License Manager field.

Click Browse to launch the table. In the window that opens, pick the record to use. Or add a new record if necessary. To remove the record from this field, click Clear.

Figure 2.8. example of browse fields

Date fields

Date fields in LDRPS link to a calendar. Click the arrow at the end of a date field to open the calendar. Then click on the date in the calendar to enter that date in the field.

To clear a date after it is set, highlight it and press the Delete key on your keyboard.

Figure 2.9. example of date field


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Radio buttonsRadio buttons are generally used in situations where you are only allowed to choose one option. The example in Figure 2.10 shows the Internal and External radio button options for vendor type. LDRPS uses picklists in cases where there are more than three possible options to choose from. SeeʺPicklistsʺ on page 41.

Figure 2.10. example of radio buttons

Memo fields

LDRPS incorporates memo fields to allow users to enter much more information than a normal text box allows. To open the memo field in a new, full‐screen window, click the button at the end of the field.

In the following example, a memo field is used for entering additional information about a record.

Figure 2.11. example of a memo field

Add Image buttons

Some record types allow you to attach images that relate to the record, such as employee photos, equipment drawings, floor plans, maps, and so on. You can attach .jpg (.jpeg), .png, .bmp, .gif, or .tif (.tiff) images.

If you are an LDRPS Professional Perpetual or Enterprise customer, you can customize reports so that images attached to a record print with that record. See the

Crystal Reports online Help.


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Figure 2.12. example of Add Image button

To attach an image to a record:

1. Access the appropriate record.

2. Click the Add Image button to open the LDRPS Picture Viewer window.

If an image is already attached, the text on this button changes to read View Image.

3. To upload an image:

Click the Select File button.

Locate the file, highlight it, and click the OK button.

Click the Upload File button.

4. To unattach and delete the file that is attached to this record, click the Delete File button.

Adding a record

This

task

explains

the

generic

steps

for

adding

records

to

LDRPS.

For specific instructions on adding records in a particular screen, consult the other chapters in this guide.

You can also add a record by creatimg a duplicate of an existing record. See M̋aking a copy of a recordʺ on page 46.

To add a record:

1. Access the appropriate screen.

2. Click the New button in the Details toolbar.


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3. Complete

the

required

fields.

Required fields are marked with a red asterisk (*).


5. Or click Cancel to cancel your changes.

Editing a record

This task explains the generic steps for editing records in LDRPS. For specific instructions on editing records in a particular screen,

consult the

other

chapters

in

this

guide.

To edit a record:


2. Highlight the record to edit in the datasheet.

3. Make your changes to the record.


5. Or click Cancel to cancel your changes.

Deleting a record

This task explains the generic steps for deleting records from LDRPS. For specific instructions on deleting records in a particular screen, consult the other chapters in this guide.

To delete a record:


2. Highlight the record to delete in the datasheet.

3. Click the Delete button.

4. Click the Yes button.


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Or

click

the

No

button

to

cancel.

If the Related Records window appears, there are records that have critical relationships to the record you are attempting to delete. Use the Related Records feature to resolve those relationships. See page 49‐57 for more information.

Making a copy of a record

This task explains the generic steps for duplicating records in LDRPS. For specific instructions on duplicating records in a

particular

screen,

consult

the

other

chapters

in

this

guide.

Duplicating a record does not necessarily make a copy of any assignments to that record.

To make a copy of an existing record:


2. Highlight the record to copy.

3. Click the Duplicate button.

LDRPS creates

a copy

of

the

original

record.

4. Complete any additional fields.


Verifying spelling in a record

LDRPS allows you to verify the spelling in individual records.


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Figure 2.13. Spelling window

To verify spelling:


2. Highlight the record whose spelling you want to check.

3. Click the Spell Check button.

4. If LDRPS finds a misspelled word, the word is highlighted in the record and the Spelling window appears. Choose how to handle the misspelled word:

To allow the current spelling of a word, click the Ignore button. To allow all instances of the current spelling in this record, click the Ignore All button.

To change the existing spelling of a word, highlight the correct spelling in the Suggestions area and click the Change button. To change the spelling of this word wherever it appears the record, click the Change All

button.

To cancel the spell check, click the Cancel button.


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Assigning items to and unassigning itemsfrom a record

This task explains the generic steps for assigning items to and unassigning items from records in LDRPS. For specific instructions on making assignments in a particular screen, consult the other chapters in this guide.

This task only explains the procedure for assigning items to and unassigning items from a record. To learn about making assignments to a plan, see page 161 to 196.

To assign or unassign items:


2. Highlight the record to assign items to.

3. In the bottom right corner of the screen, click the assignments button.

The label of the assignments button depends on the assignment you are making. For example:

—When assigning resources to a location, telecom, or workstation, the button is Assign Resources.

—When assigning core component dependencies, the button is Assign Dependencies.

4. The assignments popup window opens.

Each tab on the assignments popup window has two subtabs: Assigned and All. The Assigned subtab shows items that are assigned to the current record. The All subtab shows both assigned and unassigned items.

5. To assign an item:

Click the All tab.

Check the box next to each item to assign.


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6. To

unassign

an

item: Click the Assigned tab.

Uncheck the box next to the item to unassign.

If the Related Records window appears, there are records that have critical relationships to the record you are attempting to unassign. Use the Related Records feature to resolve those relationships. See page 49‐57 for more information.

Understanding related records

The Related Records feature allows you to locate and identify the critical relationships between a base record and any related records.

The base record is the record from which you have launched the Related Records function; a related record is any LDRPS record that is critical to the base record in some way.

Almost all of your LDRPS records can be related to each other in some way. Some common examples of these relationships are:

customer reps assigned to team positions

processes dependent upon an application

telecom assigned to a location

vendor reps assigned to equipment

vital records attached to software

You can use related record information to make decisions based upon those relationships.

Related Records examples

Here are some examples of how you can use the Related Records feature.


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Example 1: Outsourcing a business process

Your company has decided to outsource the marketing mail distribution process, which the shipping department used to handle.

You can use Related Records to:

unassign the process dependency on the shipping department’s mass mailing hardware.

unassign the internal resources (such as equipment and software) that the process used to require for recovery.

Example 2: Upgrading equipment

You recently replaced your mid‐volume copier with a high‐speed multi‐function copier.

Create an LDRPS record for the new copier. Then use Related Records to:

Replace the old copier with the new copier throughout LDRPS.

Identify core components, locations, telecom, or workstations that rely on the old copier. Then contact the

relevant departments and personnel to inform them of the equipment change.

Example 3: Refining employee attributes

Your company uses attributes to identify employees that telecommute. After an emergency response exercise, you realize that you need to be able to identify which telecommuters could come in to the office in an emergency situation. So you decide to replace the original “telecommuter” attribute with two separate attributes: “local telecommuter” and “distant telecommuter.”

You determine that a l̋ocal telecommuterʺ is someone who lives

within 25 miles of the office, and that a d̋istant telecommuterʺ is someone who lives more than 25 miles from the office. You unassign the original “telecommuter” attribute from each


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telecommuting

employee,

assign

the

refined

attributes,

then

use

Related Records to:

Make sure that the original “telecommuter” attribute is not assigned to any employees, then

Delete the “telecommuter” attribute from LDRPS.

Accessing the Related Records window

You can manually launch the Related Records window from within a specific record. However, the Related Records window appears automatically when:

You try to delete or unassign a record that has records assigned to it.

You try to delete a record that is assigned to another record.

LDRPS prevents you from deleting a record unless you unassign or delete it from any related records.

To manually access the Related Records window:


2. Highlight the record to view related records for.

3. Click the Related Records button.

The Related Records window opens for this record. Details of the current record appear in the top pane.

Related Records window layout

The Related Records window layout consists of the following areas:

base record details pane

Related Records navigation pane


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Related

Records

datasheet

Related Records details pane

Figure 2.14. Related Records window

Base record details pane

The base record details pane shows brief details about the record from which you launched the Related Records window. To see more details for this record, click the Entire Record Detail button to open the entire record in another window.

Related Recordsnavigation pane

Related Recordsdetails pane

Related Recordsdatasheet

base record

details pane


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Related Records navigation paneUse the Related Records navigation pane to view records that are in some way critical to the base record. Highlight a node in the tree to view a list of related records.

The navigation tree shows the two types of relationships that can exist for a record: plan‐related relationships and dictionary relationships.

For example, the software record in Figure 2.14 has plan‐related relationships that include

the plans to which the software is assigned and

the processes to which the software is assigned.

It also has dictionary relationships that include

the workstations to which the software is assigned and

the vendor org that maintains the software.

Related Records datasheet

The Related Records datasheet shows a listing of records for the current selection. This list reflects the highlighted node in the

tree and

any

search

or

filter

criteria

you

have

specified.

Highlight a related record in the datasheet to see more information about it in the Related Records details pane.

Related Records details pane

The Related Records details pane shows specific information about the record highlighted in the Related Records datasheet.

The Related Records toolbars

The Related

Records

window

has

two

toolbars:

the

base

record

toolbar and the Related Records toolbar.


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Figure 2.15. Related Records window

The base record details toolbar

The base record details toolbar lets you delete or replace the base record.

button description

Delete Delete the base record wherever it appearsin LDRPS.

Replace Replace all instances of the base record withanother record.

Related Recordsdetails toolbar

base recorddetails toolbar


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The Related Records details toolbar

The Related Records details toolbar lets you unassign records from the base record, or replace records related to the base record.

Using Related Records to resolve recordrelationships

Once you access the Related Records window, you can delete the base record from LDRPS and unassign all related records (see Example #3 on page 50), replace the base record with another record (see Example #2 on page 50), unassign related records from the base record (see Example #1 on page 50), or replace a related record with another record in LDRPS.

To replace a base record throughout LDRPS:

1. Access the Related Records window for the appropriate record.

See A̋ccessing the Related Records windowʺ on page 51.

2. Click the Replace button in the base record details toolbar.

3. In the window that appears, highlight the new record to use and click the OK button.

4. Click the

Yes

button

to

confirm.

button description

Unassign Unassign the related record from the baserecord.

Replace Replace the related record with anotherrecord.


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To delete all instances of the base record:



2. Click the Delete button in the base record details toolbar.

This will delete all instances of the base record in LDRPS. All records assigned to the base record are unassigned.

If you don’t have security permissions to the related records tied to the record you are trying to delete, you won’t be able to delete the record.

3. Click the Yes button to confirm.

To unassign a related record from the base record:



2. Use the navigation tree to locate the type of related record to unassign.

3. In the Related Records datasheet, highlight the record to unassign from the base record.

4. Click the Unassign button in the Related Records details toolbar.


!


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To replace a related record with another LDRPS record:



2. Click the Replace button in the Related Records details toolbar.

3. In the window that appears, highlight the new record to use and click the OK button.



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3This chapter describes how to work within an LDRPS Navigator. An LDRPS Navigator is designed to be your primary experience in LDRPS; it guides you to specific LDRPS screens and tasks.

Your LDRPS Administrator creates and grants access to LDRPS Navigators.

The LDRPS Navigators home page

When you first log on to LDRPS, the Navigator home page appears.

If your LDRPS Administrator has not given you access to Navigators, you will see the standard LDRPS home page. For more information, see Chapter 1, “Getting started.”

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

!

Using a Navigator


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Figure 3.1. Navigator home page

The LDRPS Navigator toolbar

The LDRPS Navigator toolbar is an entry point into all areas of LDRPS Navigators. While working in a Navigator, the Navigator toolbar is always visible.

If you do not have security rights to an area of LDRPS, you will not be able to see the button that accesses that area. For example, if your administrator has not granted you access to the LDRPS Document and Report Manager area, you will not see the Document and Report Manager

button in the Navigator toolbar.


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Figure 3.2. LDRPS Navigator toolbar

Screens in an LDRPS Navigator

Once you open a Navigator, LDRPS takes you to either a Navigator screen or an entry screen.

button description

Create Users Launches the LDRPS Users screen.

Manage Data Launches the Manage your LDRPS datapage.

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 Plansscreen.


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Navigator screensNavigator screens display a bulleted list of tasks you must perform. These tasks are listed according to the order in which you should perform the tasks.

Click on a bulleted step to access the screen associated with the task.

Figure 3.3. example of a Navigator screen

LDRPS entry screen layout

When working in a Navigator, LDRPS entry screens consist of

the following areas:

instructions pane

navigation pane (see page 22)

records datasheet (see page 24)

details pane (see page 24)


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Figure 3.4. example of a screen in an LDRPS Navigator

The Navigator instructions pane

The instructions pane displays two kinds of reference information: Instructions and Concepts and Methods. You can toggle between the two views, depending on the kind of

information

you

want.

instructions panenavigationpane

details

pane

recordsdatasheet


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The

Instructions

view

displays

a

step‐

by‐

step

explanation

of

how

to complete the tasks.

Click the Concepts and Methods link to access the Concepts and Methods view.

Figure 3.5. Concepts and Methods link in Instructions view

The Concepts and Methods view displays information such as what you should be thinking about when performing this task, or tips for successful business continuity planning.

Click the Instructions link to access the Instructions view.

Figure 3.6. Instructions link in Concepts and Methods view

Opening the Navigator to use

Once you have logged on to LDRPS (page 18), choose the Navigator to work in. This task describes how to access both standard and custom Navigators.


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To work on a specific plan:

1. Click the Build Plans button.

2. Navigate through the plan structure to find the plan to access.

3. Highlight the plan and click the OK button.

LDRPS displays the home page for the plan you chose. Follow the specific instructions on the screen.

To perform tasks not related to a specific plan:

1. Click the Create Users button to create and manage LDRPS user accounts.

LDRPS displays the Users screen. Follow the specific instructions in the right pane.

2. Click the Manage Data button to enter information into LDRPS.

LDRPS displays the Manage your

LDRPS

data page.

Follow the specific instructions on the screen.

3. Click the Create Plans button to build your plan structure and create and manage LDRPS plans.

LDRPS displays the Plan Management page. Follow the specific instructions on the screen.

4. Click the Document and Report Manager button to


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attach

documents

and

print

reports.

LDRPS displays the Document and Report Manager screen. Follow the specific instructions in the right pane.

5. Click the Publish Plans button to generate printable copies of your plans.

LDRPS displays the Publish Plans screen. Follow the specific instructions in the right pane.

To access a custom Navigator:

1. Click the Custom Navigators button.

2. Highlight the Navigator to access and click the OK button.

LDRPS displays the home page for the Navigator you chose. Follow the specific instructions on the screen.

Moving to another screen

To go to another screen in the Navigator, you can use the Close

button, the history bar, or the Navigator Snapshot.

Using the Close button

The Navigator Close button closes the current screen and returns you to the previous one. It always appears in the bottom right of the screen.

l drps user guide

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