Business Recovery Information Online

Transcription

1 Business Recovery Information Online Getting Started Welcome to BRIO: secure and easy to use online Disaster Recovery & Business Continuity Planning. BRIO is designed to deliver your staff critical information when disaster strikes via an intelligent multi platform smartphone app. As the Plan Owner, you decide what Users see when they log into the app. Step One - Register Register your new BRIO account here. You will be asked to fill in basic details about you and your company or organisation. Make sure you remember your password and the answers to the two security questions ( Where were you born? and Enter a memorable date ). Tick the box to accept our terms and conditions, and that s it! You will be taken to the BRIO Home Page. Your name will appear under Registered Users, with the word (Management) next your name: You may now register all other users who will be using BRIO by clicking on (Add). You may add unlimited new Users.

2 When adding a new User account, you will be asked to assign a Job Function to each new User the drop down box offers such functions as Finance, Marketing and Sales, Procurement, etc. This is important, as each chosen Function will appear in the main Plan, and is used to send information to the BRIO smartphone app. In other words, this helps tell your staff what they need to do, and when. More on this later! Finally, remember to assign the access level of each User within the Plan either Admin (the User can change things) or View (the User cannot change things). Step Two Add Sites The next heading is Sites. Here, you can input details of the location(s) to which you want the Plan to apply. Also in Sites is the ability to record details of your IT infrastructure: we recommend you use this to securely record your usernames and passwords, software licence keys, details of hardware and backup procedures, telecoms provider, internet ISP, etc. You may add unlimited new Sites.

3 Step Three Create a Disaster Recovery Plan The next heading in the BRIO Home Page is Disaster Recovery Plans. When you click on Add, you will be taken to Version 1.0 of your new Plan, automatically named My Disaster Recovery Plan. You may change the name to anything you like by overtyping. Below this follows a series of text boxes, each of which have headings pertaining to your Plan Emergency Team Contacts, Employee Contacts, Key Customer Details, etc. Each box has some useful example information on what is expected. You can cut and paste from an existing Plan if you have one, or simply type in the required data. You can put in as much or as little as you want, but remember this is information which will be distributed to all staff in an emergency situation, so make sure you tell people what you want them to do. You can use the MS Word editing tools shown at the top of each box to embolden, italicise, change font or colour the text, to emphasise certain actions. EXAMPLE: in the Finance window, you might say If a disaster occurs at or near the end of a month, please contact our payroll supplier PayMasters Ltd on with immediate effect ).

4 Below each text box will appear one or more tickboxes: these are the Job Functions you specified when adding Users. Simply tick each box that you want a User to see. EXAMPLE: For a User in the Finance department, you will tick Finance under all textboxes relating to the accounting and finance function in your company (e.g., Insurance, Key Customer Details, etc) In this example, we have also ticked the Management and Marketing and Sales boxes, as we want all staff in those functions, when consulting their BRIO app to also be aware of Key Customer Details. You will notice BRIO offers blank text boxes towards the bottom: these are for any special needs your organisation may have that are not covered by BRIO as standard. Once complete (you can come back at any time to add or amend the information!), simply click on the red Save Changes button on the right of your screen. BRIO will tell you your Plan has been saved successfully, and ask you to click to continue back to the BRIO Home Page.

5 Step Four Using the BRIO app To the right of the BRIO Home Page you can Download the BRIO app which will take you to this page: Select which type of phone you use, and you will be taken to the appropriate market to download the app to your phone. Each Registered User should do this. Once they have uploaded the app, the User can log on to their own BRIO account using the address (we suggest their company address) and the password you have assigned to them. Once logged in, the app will show Your personalised disaster recovery plan tap on the cross, and all the textboxes ticked in the Plan for that user will appear. In this way, all Users will know exactly what to do in the event of a disaster by consulting their app or logging onto the main site using the same log on details as for the BRIO app.

6 OPTIONAL - Readiness Questionnaire This facility tests your organisations resilience to a disaster, and offers help and guidance. Simply answer each question (they are all yes/no ) and click on Save Changes on the right of your screen. You can then go to an Action Plan based upon your answers. The Action Plan gives an Overview of each issue, an Example, a Checklist of things to do, how BRIO can help, and finally some useful links. The Readiness Questionnaire will give you a percentage score showing how ready your organisation is to face and overcome disaster. You can revisit the Readiness Questionnaire at any time to update your answers. The Action Plan will change accordingly. Finally... More Help Needed? If you encounter any difficulties, please call us on +44 (0) or customers@firstrecovery.co.uk